Give your employees a financial wellness benefit they’ll actually remember
Tax strategy, wealth building, estate planning, family financial literacy, and homebuyer readiness — delivered to your entire staff. Cost to the employer: zero.
modern office, reviewing benefits
materials together
cost to the employer — no budget line, no procurement cycle
services employees get access to, from tax strategy to estate planning
of HR’s time to launch: one intro email and a calendar slot
and worried — financial stress
showing up at work
The Problem
Financial stress doesn’t stay at home
Your people are making significant financial decisions — buying homes, refinancing, caring for aging parents, wondering whether they’re saving enough — usually with no one to ask. So they guess, they stall, or they take advice from whoever mailed them a flyer.
That uncertainty follows them into the workday. Most financial wellness vendors answer it with a login and a video library. Employees don’t need more content. They need someone to talk to.
What Employees Get
A real financial team, not a portal
It starts with a Financial Fitness Checkup — a straightforward conversation about where someone stands and what to do next. From there, employees get access to everything below.
Keep more of their paycheck
We connect employees with the right CPA and tax strategist so they stop overpaying on taxes. Most homeowners have no one actively watching this.
Grow it into wealth
We refer employees to a trusted financial planner to make sure they’re building wealth, not just paying a mortgage.
Protect their family and finances
Access to discounted estate planning, plus straight education on life insurance. Most people know they need both and have done nothing about it.
Teach their kids about money
Raising Little Millionaires is a financial literacy resource families can actually use. Every employee gets it — because we believe in it, not as a marketing tool.
Navigate aging parent conversations
The Parent Plan is a structured framework for the financial and caregiving conversations most families avoid until it’s too late.
Save money on insurance
We connect employees with resources to shop and potentially reduce what they spend on homeowners and other insurance.
Make better financial decisions
We serve as a sounding board with no product agenda. Refinance mailer? Pull equity or not? Pay down the mortgage? They have someone to call.
Succeed as homeowners
Our homeowner eBook covers what comes after closing: taxes, maintenance, equity building, and the mindset shift from renter to owner.
Ongoing monitoring
MyHomeIQ keeps employees connected to their home’s equity position and notifies them when something meaningful changes.
For Employers
High perceived value. No cost. Almost no lift.
Everything we do for individual clients, we deliver to your entire staff as a free benefit — the Financial Fitness Checkup framework, the full referral network, the family resources, and homebuyer readiness education.
- No budget approval, no per-employee fee, no contract minimum
- A benefit employees remember, because it shows up as a real conversation
- Workshops and webinars we run and staff — you don’t build the content
- Participation reporting you can bring to leadership
All HR does: say yes, forward one announcement email, and give us a date for the first workshop. We handle scheduling, materials, delivery, and follow-up.
employees in a conference room —
lunch-and-learn setting
How It Works
From yes to rollout in about two weeks
20-minute briefing
We walk you through exactly what employees receive and answer the compliance and cost questions up front.
Announcement
We hand you ready-to-send copy and a one-page overview. You forward it. That’s the whole launch.
Kickoff workshop
We run a live session — onsite or virtual — introducing the Financial Fitness Checkup and the resources.
Ongoing checkups
Employees book 1:1 checkups on their own schedule. We run quarterly sessions and report participation back to you.
professional group portrait or
candid office shot
About / Our Network
Mortgage professionals who built the rest of the team
We’re Your Home Loan Surgeons, the Goldberg Team. Homeownership is where most families’ money actually lives, and we kept running into the same gap: the loan closes, and then the client is on their own for everything that follows.
So we assembled a vetted network around it — CPAs and tax strategists, financial planners, estate attorneys, and insurance professionals — plus the education and monitoring tools that keep clients informed between conversations. Nobody in the network pays for placement. They’re there because we’d send our own families to them.
We’re not selling employees a product on the company’s dime. When someone’s best move is to do nothing, that’s what we tell them.
Resources
What employees walk away with
Millionaires
Raising Little Millionaires
A financial literacy resource families can actually use — practical lessons parents can teach at the kitchen table.
Request access →The Parent Plan
A structured framework for the financial and caregiving conversations with aging parents that most families put off.
Request access →The Homeowner eBook
What comes after closing: taxes, maintenance, equity building, and the financial mindset shift from renter to owner.
Request access →FAQ
Questions HR asks first
How is this actually free?
We’re a mortgage team. Some employees will eventually need a lender, and some will choose us. That’s the whole model. Nobody is required to use us, and the resources aren’t gated behind a loan application.
Is anyone going to be sold to?
No pressure, no lead lists, no cold calling your staff. Employees opt in to a checkup when they want one. If a conversation doesn’t lead anywhere, that’s a normal outcome.
What do we have to do?
Forward one announcement email and give us a workshop date. We handle the rest — materials, scheduling, delivery, and follow-up.
How do we know it’s working?
We report attendance, checkup counts, and resource downloads back to you so you can show participation to leadership.
Does this conflict with our existing EAP or 401(k) provider?
It sits alongside them. Those programs handle crisis support and retirement accounts. We handle the homeownership, tax, estate, and family side that usually goes uncovered.
What size company is this for?
It works well from roughly 50 to 1,000 employees. Smaller teams still work — the workshop format just gets more conversational.
Get Started
Request a free demo
A 20-minute walkthrough of what your employees would receive. No pricing conversation, because there isn’t one.
Not with HR?
If you’re an employee or homeowner who wants your own Financial Fitness Checkup, email us and we’ll set it up directly — no employer program required.
hello@financialwellnessbenefits.org
What happens next
We reply with two or three times, send the one-page overview ahead of the call, and keep it to 20 minutes.