Employee Financial
Wellness Programs
Employee financial wellness programs that combine live financial education, structured financial wellness campaigns, and workplace programming to help employees build practical money skills and reduce financial stress.
Trusted by Employers Nationwide
The High Cost of
Financial Stress
Financial stress doesn’t stay at home. It follows employees into the workplace, affecting focus, productivity, and engagement at work.
For organizations, that impact shows up in real ways:
- Lower productivity
- Higher absenteeism
- Reduced benefits participation
- Increased employee turnover
Financial Footwork addresses this through structured financial education built on the Train Your Money Performance Model™, helping employees move from financial awareness to lasting financial behavior change.
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What Is an Employee Financial Wellness Program?
An employee financial wellness program helps employees build practical money skills through structured financial education, digital tools, and workplace learning experiences. The goal is simple: reduce financial stress and help employees make more confident financial decisions. For employers, these programs support workplace productivity, benefits participation, and long-term employee engagement.
Unlike passive content libraries or benefits portals, our programs combine live financial education, digital learning resources, and practical tools that help employees apply financial concepts to real life. The result is a structured program designed to drive measurable financial behavior change across your workforce.
At Financial Footwork, our workplace financial wellness programs combine:
live financial education
Structured multi-week campaigns
behavior-based tools
Make Your Employee
Benefits Work Harder
Many organizations invest heavily in employee benefits such as 401(k) retirement plans, health savings accounts (HSAs), and employer match programs. Yet many employees do not fully understand how to use these benefits, which leads to low participation and underused financial resources.
Financial Footwork’s employee financial wellness programs help employees connect financial education with the workplace benefits they already have.
Through live learning sessions, practical tools, and guided resources inside Vault, employees gain the knowledge to make smarter decisions about saving, spending, and long-term financial planning.
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Increase 401(k) participation and retirement plan engagement.
Use HSAs more effectively for long-term health and retirement planning
Take full advantage of employer match opportunities.
Make informed decisions about saving, debt management, and financial priorities.
Better financial education leads to higher benefits participation, smarter financial decisions, and a workforce that fully uses the benefits you provide.
Workplace Financial Wellness Programs
Financial Footwork delivers employee financial wellness programs through a combination of live education, digital tools, and structured program strategy. Built on the Train Your Money Performance Model™, our programs help employees develop practical financial skills while giving organizations a clear framework for long-term financial wellness across their workforce.
Financial Wellness Campaigns
Structured 4-, 8-, or 12-week learning initiatives that meet employees at their current financial level and move them toward financial stability. Fast. Effective. Measurable.
Keynotes, Workshops, Webinars & Seminars
Expert-led financial education delivered on site nationwide or virtually. From a single high-impact keynote to a full seminar series built around open enrollment.
Benefits Communication
Custom-produced videos that break down your benefits into clear, engaging content employees actually watch. Onboarding, open enrollment, total rewards, and deep dives.
Custom Financial Wellness Strategy
A fully integrated financial wellness strategy built around your workforce demographics, combining campaigns, live programs, and benefits communication in one plan.
Not sure which is the right fit for your organization? Book a strategy call and we will help you figure it out. No commitment required. We respond within one business day.
The Train Your Money Performance Model™
The Train Your Money Performance Model™ is Financial Footwork’s behavior-based framework for employee financial wellness programs that move employees from financial awareness to real financial action. It combines education, practical application, and accountability systems so employees build lasting financial habits and measurable financial progress.
The Train Your Money Performance Model™is delivered through Vault by Financial Footwork, our scalable employee financial wellness platform designed for organizations with 50 to 5,000+ employees.
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awareness
Targeted financial education tailored to the realities of your workforce. Employees gain practical knowledge they can immediately apply to everyday financial decisions.
APPLICATION
Structured tools and guided exercises that help employees move from financial knowledge to real implementation. Understanding alone does not produce results. Application creates progress.
ACCOUNTABILITY
Reinforcement systems and progress tracking that support long-term financial improvement. Employees stay engaged while organizations gain measurable insight into program impact.
proven impact
Selected by organizations nationwide to deliver employee financial wellness programs that drive measurable financial behavior change.
50+
National Employers & Professional Sports Organizations Served
650+
Performance-Focused Financial Programs Delivered Nationwide
10+
Years Serving Organizations Across the United States
Financial Wellness Program Results
35-40%
Increase in Annual Savings Balance
40-60 Points
Average FICO Score Improvement
7+
Years Of Trusted Partnership
Results from our multi-year financial wellness program with an NFL organization.
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Trusted by Companies & Leaders
GREY RUEGAMER
Director of Player Engagement, Green Bay Packers
Financial Footwork has been a major boost to our Professional Development Program, both with our rookies and our veterans. Financial education can be difficult to address in front of a group of young professional athletes, but they eliminate all of those concerns. With dynamic delivery as well as a detailed and organized approach, they have resonated with our players, increasing their level of financial understanding.
Ron Brewer
Director of Player Engagement, Cleveland Browns
This is undoubtedly one of the best financial education platforms in the world. Financial Footwork offers the ability to conduct a plethora of financial education group sessions, then tailor individual coaching based on each player’s specific needs. Many financial service offerings don’t teach the financial fundamentals. Financial Footwork starts with those fundamentals and then progresses individuals to an advanced level throughout their careers. If you want your people to have a financial playbook with successful “money moves” and “plays” that build wealth, Financial Footwork will put them in a position to leave a legacy well beyond their playing careers.
Kaleb Thornhill
Kaleb Thornhill, Director of Player Engagement, San Antonio Spurs
Financial Wellness Programs Across Industries
Financial stress affects employees in every industry. Financial Footwork’s employee financial wellness programs are designed to support organizations across diverse workforce environments.
Technology
Manufacturing
Healthcare
Financial Services
Retail & Hospitality
Logistics & Distribution
Construction & Trades
Professional Services
Energy & Utilities
Insurance
Real Estate
Nonprofits
FINANCIAL WELLNESS program packages
Every Financial Footwork engagement begins with a program design call. From there, we build a customized financial wellness program aligned with your workforce, goals, and benefits structure.
CORE
The foundation for organizations launching a structured, digital-first financial wellness program.
- Vault Financial Hub Access
- Quarterly Dashboard Reporting
- Dedicated Account Manager
- Annual Program Review
Enhanced
For organizations combining the digital platform with live financial education and a strong program launch.
- Vault Financial Hub Access
- Quarterly Dashboard Reporting
- Two (2) Webinars or Seminars
- Dedicated Launch Keynote
- Dedicated Account Manager
- Semi-Annual Program Review
Enterprise
For organizations implementing a comprehensive, high-touch financial wellness strategy across their workforce.
- Vault Financial Hub Access
- Monthly Dashboard Reporting
- Four (4) Webinars or Seminars
- Dedicated Launch Keynote
- Dedicated Account Manager
- Two (2) Workshops
- Benefits Enrollment Campaign
- Quarterly Program Reviews
Additional Program Options + add-ons
- Seminars
- Keynotes
- Workshops
- Enterprise Consulting
- Solutions
Platform pricing is per employee per month. Live delivery priced by service. All pricing available on request after your program design call.
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LaunchING yOUR Employee
Financial Wellness Program
Every Financial Footwork program follows the same proven path. Three steps move your organization from the first conversation to a live financial wellness program your workforce will actually use.
DESIGN CALL
We start with a focused conversation about your workforce, goals, and benefits structure. No pressure and no pitch. Just a structured discussion to understand what your organization actually needs.
PROGRAM BUILD
Your dedicated account manager builds your delivery calendar, tailors program content to your workforce, and coordinates every detail with your team.
LAUNCH & MEASURE
Your program goes live. Employees attend live sessions, work through campaign milestones, and begin building practical financial habits you can measure.
No commitment required. Free 30-minute exploratory call.
Book a Program Design Call
Commonly asked Questions about
Financial WEllness Program
What is an employee financial wellness program?
An employee financial wellness program provides education, tools, and structured resources that help employees build practical money skills. Programs typically cover topics like budgeting, credit, debt management, saving, and retirement planning while helping employees reduce financial stress and make more confident financial decisions.
Why do companies offer financial wellness programs?
Companies offer financial wellness programs because financial stress affects employee productivity, engagement, and retention. When employees feel more confident managing money, organizations often see improvements in focus, reduced absenteeism, and stronger participation in workplace benefits like retirement plans and HSAs.
What topics are typically covered in a financial wellness program?
Employee financial wellness programs typically include topics such as:
- budgeting and cash-flow management
• credit scores and debt management
• emergency savings strategies
• retirement planning and 401(k) participation
• understanding employee benefits
• fraud prevention and financial protection
Programs may also include digital learning resources, live workshops, and structured financial education series.
How is Financial Footwork’s program different from typical financial wellness platforms?
Many financial wellness platforms provide digital tools but limited education or engagement. Financial Footwork combines live financial education, structured multi-week campaigns, and behavior-based tools, delivered by people your employees actually connect with. Information alone does not change behavior. Accountability does.
How long does it take to launch a workplace financial wellness program?
Most organizations can launch a financial wellness program within a few weeks. Financial Footwork begins with a program design call to understand your workforce, goals, and benefits structure, then builds a customized rollout plan that includes digital access, live education sessions, and reporting.
What size companies benefit most from employee financial wellness programs?
Financial wellness programs are commonly implemented by organizations with 50 to 5,000+ employees, but companies of all sizes can benefit. Programs are especially valuable for organizations looking to improve employee engagement, support benefits utilization, and reduce financial stress across their workforce.
Do financial wellness programs improve employee retention?
Financial wellness programs can contribute to improved employee retention by reducing financial stress and helping employees feel more supported by their employer. Organizations that invest in employee well-being often see stronger engagement and a more positive workplace culture.
How do employers measure the success of a financial wellness program?
Success is typically measured through participation rates, employee engagement, and financial behavior improvements such as increased savings rates, improved credit scores, and greater use of employer benefits. Reporting dashboards and program reviews help organizations track impact and demonstrate ROI.
get started
Book a program design call and we will build a customized financial wellness solution around your workforce, your goals, and your budget. No commitment. No off-the-shelf programs. Just a program built for your people.
No commitment required. Free 30-minute exploratory call.
Organizations implementing an employee financial wellness program often combine multiple learning formats to reinforce financial education throughout the year. Financial Footwork delivers programs through financial wellness workshops, financial wellness seminars, and financial wellness webinars, allowing companies to reach employees through live training, conference sessions, and virtual learning environments. This blended approach helps organizations build long-term financial capability while supporting employees at different stages of their financial journey.
“Financial Footwork delivers structured programming that moves from foundational financial principles to advanced concepts. If you want your people equipped with a practical financial playbook that supports long-term wealth building and stability, Financial Footwork positions them to succeed well beyond their careers.”