01. Easy to engage employees and get started.
02. Simple assessment for them to see where they stand financially.
03. Great education and tools.
04. Individual 1-1 sessions with a professional to create an action plan.
05. Tailored group meetings for employees to cover critical topics/needs.
06. Measure change through reporting for employers to see annual progress on assessments for their employees.
Trinity Wellness Advisors Program
Outreach
Employees are proactively engaged through campaigns and prize incentives.
Assessment
Employees take a brief 5-minute assessment to establish a baseline for their financial wellness; A mobile app provides a convenient hub for employees to complete assessments and schedule one-on-one sessions.
Tools & Education
Self-service content for employees to learn on their own about Debt Reduction, Budgeting, Investing, Saving for Retirement, & Protection Planning.
Group sessions
Content topics are created based on financial wellness assessment results and scheduled through the app.
One on one Sessions
Optional employee consultations with a financial professional are scheduled with a focus on establishing mutually agreed upon action plans.
Employer Dashboards
Reporting packages that provide insight into the workforce’s financial challenges and measures overall improvements in their financial wellness annually.