Financial Wellness for Everyone
Smart money coaching for employees
We guide your team toward financial wellness and stability
Coach employees through any financial question- big or small
Educate employees on essential financial concepts so they make better decisions
Money is the #1 stress on employees.
We work along side them to make big changes.
Financial wellness benefits make a difference.
Tackle Debt & Loans
Increased confidence and hope with a specific plan about how to tackle debt.
Budgeting & Saving
Easy and fun ways to do personal budgeting.
Financial Habits
Outstanding Video, Activities, Lessons, and Quizzes, all designed to change habits.
Retirement Planning
Increase confidence and understanding about retirement.
Major Purchases
Help answer questions about the BIG purchases in life, like a car or mortgage.
Financial Confidence
Reduce stress and improve employee morale.
Learn anytime, anywhere
The best learning tools you can get
Interactive video
Exceptional experiences with automatically extracted transcripts, quizzes etc.
Financial Pulse workbook
Tools used by the world's top professionals. E-books, note-taking, surveys and more.
Assessments - Exams
We will help you unlock your potential so you can excel in your health and wealth.
Certificate awards
Boost your confidence, master the field, become a certificate holder!
Education for all employees
Truly satisfied customers
Brian is absolutely incredible. He not only helped our family get on track- he made sure to consistently follow up and set us up for success. Brian’s dedication to his clients and their success is unmatched. I wish I could scream from the rooftops how life changing Brian’s help has been-and is- for us!!
Kelsey P.
Meet our team
Brian Marois, AAMS®
Stephanie Marois, LMFT
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