What does it consist of?
Individual and personalized meetings with financial advisors who will answer your employees questions and fulfill their expectations!
N.B.: We are here to take care of your employees, not to sell them financial products!
Independent and impartial financial coaching: We take care of your employees; we don’t sell them products!
Budget and financial coaching: We work with your employees to help them reach their financial goals!
If necessary, we refer your employees to experts in our network: Financial planners, accountants/tax specialists, notaries and many more.
Why choose this service?
We give you access to a network of experienced and recognized personal finance coaches and specialists for personalized and confidential support.