welcome to the foundation for financial wellness!...ffw 5 essentials for financial wellness™ 5 •...

Welcome to the Foundation for Financial Wellness!

Senior Wellness Expertise

Branded Client Landing Page

Learning Management System

Self-register or pre-register users

Reporting (individuals, leaders, supervisors)

Challenges / rewards tracking

Email campaign

Behavioral Assessment

Counseling

Program evaluation

Post-program presentation

FFW Employer Program

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Components

© Foundation for Financial Wellness | All Rights Reserved

Program definition with FFW support

Contract signed with first payment

Class Coordinator assigned

Program design and approval

Program setup

Marketing materials prepared

Program opens / registration

Email campaign

Ongoing reporting

Quarterly team tag ups

Post-program presentation / discussion

FFW Employer Program

3

Process


4

Base Program: The Chassis


FFW 5 Essentials for Financial Wellness™

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• Thought Barriers to Financial Freedom

• Essential 1: Budgets, Savings & Debt Reduction

• Essential 2: Investing - Getting Started & Retirement

• Essential 3: Risk - Protect Your Precious Savings

• Essential 4: Taxes - Prevent Paying Unnecessary Taxes

• Essential 5: Life & Legacy - Being an Executor and Estate Planning

• Worksheets and Excel files are available to download.


Program Design: Senior Wellness Expertise

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• Wellness Program Director• Wellness program design

• Foundation educator• Wellness, well-being & behavior change expertise

• Project management

• Technical systems design

• Background• Industry wellness / well-being• Wellness Project Manager, NASA Johnson Space Center• Engineering at NASA & Lockheed Martin

• Clinical medicine and biomedical research• National Institutes of Health & Georgetown University


Lesson:

How do I?


Lesson:

Alignment and Agreement


Reports: User, Team Leader, Supervisor



A Variety

of Analytics

Incentives: Challenges and Rewards Tracking

Certificate of Completion

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Team01

Team02

Team03

Team04

Financial Wellness Rock Stars!

Passing %


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Team01

Team02

Team03

Team04

Rewards Programs

5 Essentials Email Campaign


Capture attention, educate, motivate, and provide additional value

Motivate with Outcomes

Email Challenges

A Well-being Break A Learning

Opportunity

Behavioral Assessment Measures Participant Improvement


Financial Wellness Counseling

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• Private counseling session with a Certified Financial Wellness Counselor® • Non-solicitous

• Can be conducted from anywhere

• May be requested at any time during the program

• Opportunity to hone in on concepts of most importance

• Spouse / significant other encouraged to participate

• Creating a best-match with triage• Students select their top 3 priorities and are

matched with expertise best suited to their needs


Certified Financial Wellness Counselors®

End of Program Evaluation, Post-Program Presentation

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• Program evaluation• Anonymous, aggregate data provided to

employer

• Likert scale regarding content and delivery

• Student comment section

• Post-program presentation• Participation data

• Challenge results

• Outcomes from Assessment (optional)

• Evaluation data

• Recommendations and next steps


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Additional Offerings


• Live webinars

• In-person classes

• Q&A with an Expert

• Employer custom content

• For the participants• Enables a more personalized program

• Time for discussion, group activities and interactions

• Demonstrate how employer benefits integrate with personal finances

• For the employer • Incorporate employer benefits information into content

• Encourage increased, proper benefits utilization

Offerings: Live Webinars and Classes at the Worksite

19© Foundation for Financial Wellness | All Rights Reserved

Certified Financial Wellness Educators®

Will

• Select content aligned with employer demographics

• Just getting started• Self-directed financial well-being, budgeting, creating savings, debt

reduction, credit

• Growth phase• Investing, protecting from risk, future planning

• Nearing retirement

• Retirement Series: planning, saving, protecting, reducing tax impacts, Social Security, transitioning into retirement

• Life and Legacy: estate concepts, Executorship

• Other examples• Roth IRA versus a Traditional IRA

• Weathering the Storm - Current State of the Markets

• Employee and family special Executorship session

• Typically smaller groups

Content: Wide Variety to Choose From


• Financial Wellness Coaching Center™• International Coaching Federation Course • Behavioral change psychology, human motivation, personal financial

fundamentals, and professional coaching competencies• Coaching sessions for individuals or groups

• Coaching sessions as part of your rewards program

• Memberships for individuals and families• Ongoing education, support and interaction within a Financial

Wellness community

• Financial Wellness Health Assessment• Provide financial wellness profile of employer population• Triage and connect employees to financial wellness interventions• Thoughts, beliefs, behaviors, financial metrics, finance-associated

biometrics (health, psychology, productivity, coping), readiness, confidence, stress and importance levels

Coming Soon: Coaching, Membership, Health Assessment


Certified Financial Wellness Coaches®

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Suggested Programs


Your Program: Where to Start


Additional OfferingsWebinars, In-person, Expert Q&A

Promotion / Event4, 6, 8, 12 weeks

weekly, every other week, monthly, 1-2 day event

The Base Program

5Es, OnlinePlatform

CertifiedCounseling

Challenges /Rewards

BehavioralAssessment=

Ongoing / Annual ProgramMany months, all year

monthly, multi-week series, 1-2 day event

The Base Program

5Es, OnlinePlatform

CertifiedCounseling

Challenges /Rewards

BehavioralAssessment=

Request an Info Packet, Online Demo or Pricing TODAY!

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welcome to the foundation for financial wellness!...ffw 5 essentials for financial wellness™ 5 •...

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