Help Your Employees Attain Financial Stability
- Provide Personal Financial Coaching as an Employee Benefit
- Help Reduce Employee Stress
- Strengthen Employee Retention
The Strategy Works
My investment in the program is nothing compared to what it means for my employees’ financial well-being.
Amy Power (Owner & CEO, The Power Group)
Tony has organized my finances and for the first time ever, I know exactly where my money is going. This is facilitating "living below my means" and helps me achieve my savings goals.
Anna K.
The tools available at Personal Financial Strategy make it so easy to see all my finances in one place. Now I can plan intelligently for the future.
Matthew
Personal Financial Strategy has been a game-changer for us and how we can track and gauge our financial health.
Jill P.
Personal Financial Strategy has taken the chaos that was our personal finances and set them in order. For the first time, we are able to make future financial decisions with confidence.
Don
77% of American Employees are Financially Stressed,
Costing Organizations in Turnover, Productivity, & Healthcare
– Personal finance stress makes employees 220% more likely to look for another job
– Financially stressed employees miss an extra 16 days of work per year
– 59% of American adults live paycheck-to-paycheck
According to the Mind over Money survey by Capital One and The Decision Lab (3/2022)
Optimized Personal Finances as an Employee Benefit
- We help your employees optimize their personal finances for growth
- We do ALL the administrative work for your employees
- Your employees can check their spending plan & real-time financial wellbeing in personalized, easy-to-use Tiller™ spreadsheets
How It Works
Proven Process
- We help your employees gain clarity on their finances, maximize their spending plan, and optimize their cash flow for growth.
Professional Management
- We do all the personal finance administrative work for your employees — from categorizing transactions, to refining strategy, to helping them stay on track for long-term success.
Insightful Dashboard App
- Your employees can check their spending plan & real-time financial wellbeing in an easy-to-use dashboard spreadsheet through a secure, fully-functional Tiller™ account. We will never have access to their money, only transaction data, which is secured with bank-grade 256-bit AES encryption.
Try it Now FREE for 30 Days
- Full Tiller™ software functionality
- Dedicated Client Success Manager
- Cancel anytime
After free trial, plans start at $99/mo (costs less than 1 coffee ☕ per day)*
