Planning Grounds partners with employers to deliver a world class financial wellness benefit to their employees. Our programs offer face to face interaction with financial professionals, group education, and innovative technology designed to drive healthy employee financial habits
Every employee has access to up to three individual financial wellness meetings and review meetings every year after with a financial professional from our network
Each participant receives a personalized action plan which identifies priorities, education, and defines goals needed to make financial progress through our financial professionals
All participants are provided access to leading financial management software that is available to help organize their personal finances.
We host fun and interactive personal finance workshops at your workplace to get your employees thinking about personal finances to help increase financial wellness utilization
We can provide timely newsletters, one pagers, and online presentations related to personal finance to keep your employees informed on topics related to their finances
We become experts in your benefits to let your employees know what they have available to them. We reduce Human Resources burden by becoming a valued partner that is willing and able to explain your benefits package
We tackle the issue of employee stress due to lack of financial literacy while making it affordable through a number of options to choose from.
Personalized financial education helps better everyone’s life. We meet one on one with everyone in your organization to provide education, and build a personal plan that meets their needs.