Making your employees financially fit is simple and cost efficient with Prognoadvisor.
We are committed to ensure your employee’s financial welfare by introducing a holistic approach to money management. Financial wellness is all about striking a balance between living responsibly today and planning wisely for tomorrow. Our focus is not just on creating a plan, but on enabling employees to make decisions to manage the plan and create wealth over time.
- Unlike other financial planners, we do not focus on a single aspect such as retirement or college savings.
- We create a foundation for financial wellness by helping employees build skills in budgeting and savings, avoiding debt traps and find an approach to their money that fits their lifestyle and values.
- Personalized financial plans for each employee who sign up for the program, based on his/her financial situations.
- Our hybrid digital advising platform combines the best of both worlds. Our roboadvisor does the calculations and data classification according to algorithms, while our dedicated financial planners focus on devising strategies for each employee and provide human guidance through email, phone and web.
- Webinars, seminars and educational programs would be conducted at your workplace during the program.