Employer Objectives

In developing a financial education and planning program at your company, we will work with you to clarify program objectives. Setting objectives is important to ensure alignment with your corporate needs, and helps ensure program success.

Based on your objectives, we provide a variety of tools and educational materials of varying depth and complexity to assist employees in:

  • Determining long-term financial goals
  • Understanding and utilizing your company’s benefits as they relate to personal financial goals
  • Understanding that is their own responsibility to plan and control their financial futures
  • Improving their quality of life by motivating them to begin to take action
  • Making informed decisions regarding financial alternatives

For Employers:

A unique, comprehensive financial education solution and planning benefits program provided directly in your workplace by Next Level Planning & Wealth Management. Our turnkey approach offers a full suite of services that are tailored to your business needs while providing objective information to address diverse employee needs. Learn More

For Employees:

A financial education program provided within the workplace that offers holistic financial wellness guidance to help you understand, appreciate and utilize workplace benefits and to ultimately pursue financial independence. Our educational approach will help you make wise and informed benefits and financial decisions. Learn More

Education Resources

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