Elevate your workplace

Financial Wellness^

In today’s fast-paced world, financial wellness has become a cornerstone of employee well-being and organizational success. As financial challenges for people have become more complex, companies are recognizing the importance of providing their employees with resources and tools to manage their financial health effectively. Questis stands at the forefront of this movement, offering a comprehensive suite of financial wellness solutions tailored to meet the needs of your diverse workforce.

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How Questis Facilitates Financial Wellness in the Workplace^

1. Customized Financial Wellness Roadmaps

Develop personalized financial wellness plans for each employee, highlighting actionable steps to improve financial stability and achieve personal economic goals. These roadmaps offer a strategic approach to financial planning, ensuring that every employee has a clear path to follow toward financial well-being.

2. Dynamic Financial Wellness Workshops

Provide a series of interactive workshops covering a wide range of financial topics, from basic budgeting techniques to advanced investment strategies. These sessions are designed to engage employees at all levels of financial knowledge, encouraging active participation in their financial education and fostering a culture of financial wellness within the workplace.

3. Innovative Financial Management Platforms

Integrate state-of-the-art financial management software that offers employees a comprehensive view of their finances, including income, expenditures, savings, and investments. This platform encourages regular financial review and adjustment, promoting ongoing financial health and awareness.

4. Expert Financial Counseling Services

Offer access to one-on-one financial counseling with certified financial planners who can provide personalized advice tailored to the unique financial situations of your employees. This service allows for deep dives into complex financial issues, offering professional guidance and peace of mind.

5. Strategic Financial Goal-Setting Programs

Implement programs that assist employees in setting and achieving specific financial goals, whether it’s saving for a home, paying off debt, or investing for the future. These programs include tracking progress and adjusting strategies as needed, ensuring employees stay on track towards their financial objectives.

6. Holistic Financial Health Initiatives

Launch initiatives that look beyond immediate financial concerns to address the broader aspects of financial wellness in the workplace, including emotional and psychological factors.

Empower Your Workforce With Financial Wellness Across Your Company^

Implementing Questis’s financial wellness program can transform the financial health of your workforce. By providing employees with the tools and knowledge to manage their finances effectively, you empower them to reduce stress, improve their quality of life, and focus more on their work.

Individual Financial Assessments:
Starting with in-depth financial assessments, Questis identifies the unique needs and goals of each employee. This personalized approach ensures that every individual receives relevant and actionable financial guidance.

Comprehensive Financial Education
Our platform offers access to a wide range of financial education resources. From managing debt to understanding investment strategies and retirement planning, we provide the knowledge employees need to make informed financial decisions.

Integrated Financial Tools and Resources
Questis leverages cutting-edge technology to offer automated savings tools, budgeting apps, and personalized investment guidance.

See how coaching helped Sophia with
her financial goals

Sophia, a struggling 35 year old paid off $25,000 of debt and saved an $8,000 emergency fund with the help of her Questis Financial Empowerment Coach.

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How Questis can help you^

Foster Financial Wellness in Your Company Today

Questis offers a digital solution to foster financial wellness within your company, providing a comprehensive suite of tools and resources tailored to meet the unique financial needs of your employees. Leveraging a range of options, Questis empowers your workforce to achieve financial stability and growth. By integrating Questis into your company’s wellness program, you’re investing in a future where financial stress is diminished and productivity and satisfaction soar.

Financial Wellness in the Workplace: A Summary

With Questis, the rates of financial wellness in your company will see a significant upturn, leading to numerous favorable outcomes that cover anything from lower staff turnover rates, less stress-related absenteeism and greater employer loyalty to name just three important areas.

Questions?

A Financial Advisor usually gives advice or specific recommendations about investments, like what investments or mix of investments someone should have based on their age and goals. Retirement plan advisors give advice about 401(k)’s. Financial Coaches work with clients on managing their money day-to day and month-to-month—the basic stuff that people often need help with. Coaches can help clients clarify their financial goals in addition to retirement. Coaches focus on helping cleints build a better relationship with money and positive financial habits to help them reach their goals, both shorter term and longer term.

A coach will probably ask what’s prompting them to meet. They will work together to come up with a plan to address whatever the issue might be. Instead of telling them what they ‘should’ do, their coach will help them explore all of their options. Coaches can provide financial information and expertise, while they’re the expert on themselves–what matters to them, their situation, their resources. A coach is a guide to help them create their action plan to reach their goals.

Coaching focuses on helping people reach their financial goals. We start by looking at where someone is now so we can work with them to create an action plan to get them where they want to go. It’s important to have a starting point. We recommend connecting their checking account(s) in the Questis platform to get a better sense of the money they have coming in and going out every month. Connecting a checking account will automatically generate a budget for them as well. The user can also complete their profile and add their current financial priority to give their coach more context around their goals.

No, there’s no limit on the number of sessions. The coach and your employee will decide how often they need to meet and for how long. Many questions or issues can be addressed in just 1 or 2 sessions, or they might decide to meet regularly over a longer period of time. They can always come back for additional coaching, too, as new situations or issues arise.

Employees can meet with a coach via Zoom or by phone–whichever they prefer. They can also get questions answered via the chat within the platform or by email. We encourage Questis users to meet via phone or Zoom, so they can have a conversation with their coach.

Yes, we have sessions available from 9am to 9pm Eastern time, Monday through Friday.

Yes, they can. We do assign coaches to everyone when they register on the Questis platform, as a way to get started. But if they’re looking for a coach with expertise in a particular area, or if they just feel more comfortable with a different coach, it’s ok to switch. They can just schedule an appointment with the coach they’d like to work with directly from the platform.

Yes, we encourage individuals to include a spouse or partner in coaching sessions because it’s important for couples to be on the same page with their shared finances. Or older children who might have questions about paying for education can join a coaching session.

See coaching in action^

Schedule a 20-minute session with our Head of Coaching by selecting
“tell me more about coaching” in the contact form.

Let’s talk