Financial Wellness Education

At Strategic Financial Partners, we help organizations build stronger, more resilient workforces by delivering tailored financial wellness programs. We work with employers to provide education, guidance, and tools that empower employees to make confident money decisions—today and for the future. From budgeting and saving to retirement planning and debt management, we bring clarity and confidence to every stage of your employees’ financial journey. Companies care about their bottom line. 

Because when your team thrives financially, your business thrives too.

Contact us to see how we can help!

Employee Financial Stress & Productivity Loss

• 62% of employees feel stressed about their finances, affecting focus at work. (PwC Employee Financial Wellness Survey, 2023).
• Employees report losing over 7 hours of productivity each week due to their financial stress. (Bright Plan Survey, 2024)
• Companies lose $500 billion per year due to employee financial stress. (The American Institute of Stress, 2023)

Turnover & Retention

• 60% of employees say financial wellness benefits increase company loyalty. (Bank of America Workplace Benefits Report, 2024)
• Replacing an employee costs 33% of their salary. (Work Institute Retention Report, 2022)

Healthcare Costs

• Financial stress leads to a 34% increase in absenteeism and health-related issues. (MetLife Employee Benefit Trends, 2023)
• 73% of employees with high financial stress experience anxiety and depression. (Money and Mental Health Institute, 2023)

The ROI of Financial Wellness Programs

• Companies offering financial wellness see a 4x return on investment due to higher engagement and lower turnover. (Financial Health Network, 2023)
• Employees with access to financial wellness programs are 60% more likely to stay with their employer. (Morgan Stanley Better for Employees, Better for Business:, 2020)