The Business Case for Financial Wellness

The 90-day Employee Financial Wellness Pilot is free for businesses: $0 — no payment required. It lets employers experience the education and confirm the fit before paying for ongoing support. After the pilot, choose Quarterly Group Coaching at $3,600/year for 4 sessions or Bi-monthly Group Coaching at $5,400/year for 6 sessions. Both annual plans include all employees with no per-employee or per-seat fees. Optional one-on-one coaching is separate: $85 per employee-paid session, or $60 per session when the employer prepays. Employer prepayment starts at 5 sessions with no upper limit; 5 sessions = $300.

One-on-one coaching is not included in the free pilot or annual group coaching plans. It is available as a separate add-on at $85 per employee-paid session, or $60 per session when the employer prepays. Employer prepayment starts at 5 sessions with no upper limit; 5 sessions = $300.

No per-employee or per-seat fees apply to the free pilot or annual group coaching plans. Every employee's participation is included in the flat annual fee. Optional one-on-one coaching is separate and priced per session.

The pilot is a free, one-time 90-day engagement. Group coaching plans are billed annually: $3,600 for Quarterly Group Coaching (4 sessions/year) or $5,400 for Bi-monthly Group Coaching (6 sessions/year).

The program is annual, and cancellation terms are set by the employer in their service agreement. If you have questions about your specific situation, reach out before signing up.

Your employer chooses the format — live Zoom or in-person — and lets your team know before each session. Both formats are identical in content.

No. Employees can join via Zoom if they cannot attend in person, ensuring everyone has access to the live session.

FundWise works for all three. Sessions run over Zoom for remote employees and in-person for on-site teams — or a mix if your workforce spans both.

Group sessions run approximately 60 minutes. 1-on-1 coaching sessions are also approximately 60 minutes.

Group coaching covers the six-module curriculum in a live, facilitated session with all employees together — great for company-wide financial literacy. One-on-one coaching is an optional, separate add-on: individual, private, and tailored to an employee's specific situation, goals, and questions.

All sessions are led by an AFC® — Accredited Financial Counselor. The AFC® designation is granted by the Association for Financial Counseling & Planning Education (AFCPE) and requires passing a rigorous exam, documented financial counseling experience, and adherence to a code of ethics. Our coaches are affiliated with Midwest Money Mentor, LLC.

No. FundWise is completely product-agnostic. We don't sell investments, insurance, or any financial products — and we never will. Our curriculum is conservative, ethical, and focused on behavioral change and financial fundamentals, not product sales.

Yes. Financial information shared in individual coaching sessions is kept confidential within the bounds of the employer's service agreement. Group sessions cover general education topics, not personal financial situations. Your employees' privacy is a core commitment of the program.