We develop financial education programs to empower your most important asset – your people.
Your partner in empowering employees through financial wellness. We believe that today’s employees are seeking more than just a paycheck. They want financial security, freedom, empowerment, and to know their employer supports them.
Your goal? Attract and retain top talent. Our mission? Make it easy for your team to understand and leverage their financial benefits within their own financial landscape.
Talent is the heartbeat of every organization. But financial stress can strain this heart, leading to distraction, disengagement, and high turnover.
By engaging and educating your team, we help them manage their financial stress, enhancing their focus, and commitment to your organization.
Partner with Wealthency, and together, let’s empower your workforce and build a brighter future for your business.
Emily is the daughter of immigrants and the first in her family to attend college. Raised in a low-income household, she learned the value of hard work early, often helping care for her younger siblings while her parents worked multiple jobs.
With limited financial means for college, Emily took out the maximum federal student loans (approx. $30,000) and some private student loans at high interest rates. Her starting salary is $58,000.
Emily will be living at home while she saves money to move into her own apartment.
She also needs a car to travel to and from work. Emily wants to change her family’s trajectory and wants to starting investing for her future.
Emily has no knowledge about the world of personal finance and wants to learn about debt management, student loan repayment, and how to balance saving vs. investing vs. paying down debt.
Diego just graduated from college and had to move to a new city for his job. With an engineering degree, Diego’s salary of $75,000 is higher than the median income for his new city.
With limited debt, Diego and his longtime girlfriend want to buy a house soon and start their adult life. They want to make a healthy financial decision and not become house poor.
Diego understands that a career with high income potential means he needs to understand the tax implications regarding retirement investment vehicles. Diego has a Roth IRA open but doesn’t know what he’s invested in.
Diego is worried about taxes and how to save and invest strategically. Diego has been researching stocks but is overwhelmed by the financial landscape given his lack of education in the field.
Diego wants to learn more, just doesn’t know how to find the resources he needs as he doesn’t trust social media.
Olivia is a rising senior participating in her first summer accounting internship. While the internship offers a competitive hourly rate Olivia is worried about covering her basic expenses. She’s working evening shifts at a restaurant but the lack of time from her second job is causing added stress.
Olivia is unsure how to budget for professional clothing, networking events, daily commuting costs, while still planning fun activities with her friends.
Olivia unfortunately has a poor credit score due to high balances on her credit cards. She is worried about her credit card debt and her 12% interest rate auto loan.
Olivia is graduating in less than a year and wants to understand how she can start her post-college life towards a path of financial independence.
Olivia wants to understand her paycheck and how she can manage debt while also saving for her future.
Together, we’ll tailor a financial education program designed specifically for your employees about their financial benefits and financial issues that matter to them.
We’ll implement the program within your organization. Watch as your team becomes more financially literate, stress-free, and engaged, leading to a more productive and committed workforce.
With Wealthency by your side, your team’s financial wellness is within reach.
of employees indicated that they’re looking to their employers for financial planning.
employees say that money worries have negatively impacted their productivity at work.
of those who are not currently stressed about their finances still report personal finances have been a distraction at work.
spend three hours or more per week at work dealing with or thinking about issues related to their personal finances.
of global HR and Benefits leaders say employee financial wellbeing impacts business outcomes.
of business leaders say financial education is a very important component of a financial wellbeing strategy.
Our Founder and Lead Educator is a passionate educator and advocate for financial education.
We’d love to hear from you! Please send us a message to inquire about our financial education programs.
Wealthency provides customizable and engaging financial education programs that aid in decreasing financial stress levels, empowering healthy behaviors, and increasing productivity and retention.