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Financial Wellness Program

Financial Wellness Program Details

Program Overview

Our services include personalized financial guidance, discussions on the psychological impact of financial stress, and recommendations aimed at reducing or alleviating financial stress to enhance your overall financial wellness.

Eligible Participants

All employees, executives, owners, partners, and board members of the company.

Our Role

In addition to our seasoned Financial Consultants as your point of contact, the Commonwealth support team includes specialists who collaborate with us to deliver personalized advice and recommendations.

Fees

Fees

No fee is paid to our firm to utilize the Financial Wellness Program.

Instead of imposing a program fee, we invite you to make a donation to one of the charities we support. These organizations always appreciate any size donation.

You can find a list of charities below.

How to Get Started on Your Financial Wellness Journey:

Schedule an Initial Discussion

Schedule an Initial Discussion

  • Typically takes around 15 minutes, depending on your financial situation
Schedule Now
Fill out the Financial Wellness Kit

Fill out the Financial Wellness Kit

  • Primarily Yes/No Questions
  • Typically takes around 15 minutes to complete
  • This will automatically be sent to us upon completion
Fill Out Now
Schedule a Follow-Up Meeting

Schedule a Follow-Up Meeting

  • Choose between an in-person or video meeting to discuss the Kit in more detail 
  • Typically takes around 60 minutes, depending on your financial situation
Schedule Now

83% of U.S. workers suffer from work-related stress.

 

The American Psychological Association found that work stress leads to lower productivity, with stressed employees losing an average of 2.3 hours of work per day.


1,000,000 workers in the United States miss work each day due to stress-related reasons.


Work-related stress costs U.S. businesses up to $300 billion annually in lost productivity, absenteeism, turnover, and healthcare costs.


Sources: American Psychological Association, Mayo Clinic, The Institute of Stress.

Potential Next Steps

  • Take Control:
    • Address your areas of concern and optimize your financial situation independently 
  • Get Tailored Advice
    • Engage our firm in providing specific guidance to address your areas of concern and optimize your financial situation
  • No Action:
    • Choose to do nothing and hope for the best, though proactive steps often lead to better outcomes.
Company Benefits

Company Benefits

Implementing an effective Financial Wellness Program can potentially help reduce employee stress, help reduce absenteeism, and make employees more productive. All of this can potentially save your company a lot of money in lost productivity annually.

We will handle the heavy lifting of establishing and maintaining your Financial Wellness Program. We will assess the different employee demographics within your company and use that assessment to promote awareness and engagement in the Financial Wellness Program. We will periodically measure employee engagement to track the program’s effectiveness, so you have confidence that your employees are receiving the competent advice they need.

We look forward to getting to know you and customizing a Financial Wellness Program appropriate for your company.

More Financial Topics

Our Services

We encourage you to ask us for guidance on any financial topic. Some examples of these topics can be found on our financial planning page.

Commonwealth's team is well-rounded and consists of professionals and specialists who have specific expertise.

Commonwealth's team is well-rounded and consists of professionals and specialists who have specific expertise.

  • Members of the team have earned designations such as*:
    • AIF Accredited Investment Fiduciary
    • CAIA Chartered Alternative Investment Analyst
    • CAP Certified Advisor in Philanthropy
    • CFA Chartered Financial Analyst
    • CFP Certified Financial Planner
    • ChFC Chartered Financial Consultant
    • CLTC Certified Long Term Care
    • CLU Chartered Life Underwriter
    • CPFA Certified Plan Fiduciary Advisor
    • LLM Master of Laws in taxation with a focus on estate planing
    • JD Doctoral Degree in Law
    • PPC Professional Plan Consultant


*as of 9/10/24

Unlocking The Treasures of Financial Wellness



While finances and health may seem unrelated, the two are often closely intertwined, especially in America's bustling, free-flowing marketplace. Take a look at the financial wellness guide below to learn more about Financial Wellness.



Download The Guide Here

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