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Give your team financial confidence as a benefit.

Studies show 73% of your employees are stressed about money.1

Elements is a Financial Coaching Program that turns their stress into peace of mind.

Get Free Coaching.

For a limited time, we’re offering a free pilot of our coaching program to qualified employers.

Schedule a demo to get the details.

Financial Coach

What's included?

We'll use our proven Elements Financial Vitals System to help your team understand their full financial picture and improve their financial health.

Unlimited
1:1 Coaching

Our certified coaches meet with employees to evaluate their finances, answer questions, and act as an accountability partner.

Engaging
Education

We deliver weekly entertaining content designed to increase financial literacy, improve decision-making, and build confidence.

Insightful
Software

Our app makes it easy to understand holistic financial health, set goals, track next steps, and monitor progress over time.

Improve productivity.

34% of employees are distracted by financial issues at work.1

We help employees resolve and avoid financial pitfalls, so they can stay focused.

Reduce turnover.

It costs up to 125% of an annual salary to find and train a replacement.1

We improve employee job satisfaction, so they’ll stay longer.

How does it work?

Good question – here's the breakdown:

Try it out for free!

No need to wonder whether your employees will like and use our financial coaching program.

Know for certain by letting 2-3 employees try before you buy.

Financial Health Seminar

We'll start your program with a financial health seminar that will get your team excited about working with their financial coach.
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Initial 1-on-1 Coaching Session

Next we'll invite your team to schedule 1-on-1 coaching sessions to get an initial financial evaluation and one-page action plan.

Financial Education

Each week we'll deliver an entertaining new financial education resource that will build your team's financial literacy and confidence.
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Unlimited Coaching

Our coaches will act as accountability partners to keep employees moving forward on their journey toward financial wellness.
logo

How does it work?

Good question – here's the breakdown:

Try it out for free!

No need to wonder whether your employees will like and use our financial coaching program.

Know for certain by letting 2-3 employees try before you buy.

Financial Health Seminar

We'll start your program with a financial health seminar that will get your team excited about working with their financial coach.

Initial 1-on-1 Coaching Session

Next we'll invite your team to schedule 1-on-1 coaching sessions to get an initial financial evaluation and one-page action plan.

Financial Education

Each week we'll deliver an entertaining new financial education resource that will build your team's financial literacy and confidence.

Unlimited Coaching

Our coaches will act as accountability partners to keep employees moving forward on their journey toward financial wellness.
logo

Increase Efficiency

with a standardized ongoing process

Quickly Send Proactive Insights

that are bite-sized and automatically queued

Easily Measure and Assess Financial Health

The Elements scorecard provides you with a set of standard vital signs for assessing your clients’ holistic financial health at a glance.

Copyright © 2024 Elements Technology, Inc.
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  1. 2022 Ramsey Solutions SmartDollar Employee Benefits Study
  2. 2023 PwC Employee Financial Wellness Survey
  3. 2024 G&A Partners – Calculating the Cost of Employee Turnover

Copyright © 2024 Elements Technology, Inc.

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Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

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