FundWiseFinancial wellness as a workplace benefit — for small businesses
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Give employees financial confidence — a benefit they'll actually use
FundWise pairs your team with an AFC (Accredited Financial Counselor) for hands-on financial education delivered as group sessions and optional 1-on-1 coaching. No products to buy. No commission-driven advice. Just real education that moves the needle.
Why It Matters
Financial stress is costing you more than you think
53%
of employees say financial stress is their #1 source of stress — costing employers $1,250–$2,500/employee/year in lost productivity, absenteeism, and on-the-job distraction.
— PwC 2017 Employee Financial Wellness Survey
50–200%
of annual salary — that's what employee turnover costs. Financial stress is consistently cited as a top driver of voluntary turnover.
— SHRM
3:1 ROI
Employees who participate in financial wellness programs show a 3:1 return on investment and a 70% reduction in reported financial stress.
— National Endowment for Financial Services / Financial Health Network
Curriculum
What employees learn — 6 modules, built for real life
1
Budgeting Basics
Creating a realistic spending plan that actually works
2
Managing Debt
Strategies to pay off student loans, credit cards, and medical debt faster
3
Building Emergency Savings
Setting up a cushion for life's curveballs
4
Retirement Foundations
401(k) matching, IRA options, and getting started
5
Insurance & Risk Management
Choosing the right coverage without overpaying
6
Protecting Your Credit
Understanding scores, disputing errors, and building history
Pricing
Simple, flat-fee pricing — no per-employee surprises
$2,999/yr
Quarterly Plan
4 group sessions per year (quarterly)
All employees included
No per-employee fees
Zoom or on-site delivery
No setup fees, no contracts
Most Popular
$4,999/yr
Monthly Plan
12 group sessions per year (monthly)
All employees included
No per-employee fees
Zoom or on-site delivery
No setup fees, no contracts
Optional 1-on-1 Coaching Add-On
Employee-Paid
$110/session
Individual session
Employees book and pay for their own 1-on-1 session with the AFC coach. Flexible, no commitment required.
Best Value
Employer Pre-Paid · Bulk Rate
$90/session
5+ employees, pre-purchased
Employers buy session packs at a discount. Great for teams who want guaranteed 1-on-1 access. Buy session pack →
AFC credential — Accredited Financial Counselor, the gold standard in financial coaching
Code of ethics: no product selling, no commissions — advice only
Built for SMBs — designed for companies with 5–50 employees
Rooted in the Black Hills, built for Midwest businesses
Certified financial educator — not a salesperson
No contracts, no setup fees — cancel or adjust anytime
Ready to give your team a benefit that actually works?
Book a free 20-minute discovery call — no pitch, no pressure.