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Employee Financial Wellness Programs & Solutions

VAULT BY FINANCIAL FOOTWORK

The employee financial wellness program that works. Make money know-how easy and accessible at any step in the game.

EMPLOYEE FINANCIAL WELLNESS PROGRAMS THAT WORK

Money shouldn’t be a mystery or a source of stress. Vault by Financial Footwork is your company’s all-in-one employee financial wellness program, designed to empower every team member. Elevate your organization's culture and experience a transformative impact on retention rates, reduced absenteeism, and a supercharged bottom line. No matter their background or life stage, Vault empowers employees to take control of their money, build real confidence, and focus on what matters most at work and at home.

WHY

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INCREASE employee RETENTION

Research shows employee retention goes up when corporations support their teams. Financial wellness programs provide that support and empower your team to create the stability they need to thrive.

BOOST
PRODUCTIVITY

BOOST PRODUCTIVITY

On average, employees spend an hour of every workday worrying about money. Financial wellness programs alleviate these concerns, recapture that lost time, increase productivity, and sharpen focus naturally. See better results–faster–with financial wellness programs

LOWER
ABSENTEEISM

LOWER ABSENTEEISM

Stress about money leads to absenteeism. Financial wellness programs lower absenteeism while increasing productivity and retention. Help your employees stay in the game while on the job!

INCREASE employee RETENTION

BOOST PRODUCTIVITY

LOWER ABSENTEEISM

Holistic Approach Custom-Tailored to Your Team

FINANCIAL WELLNESS
SOLUTIONS IN ACTION

Vault is more than a benefit—it’s a comprehensive financial wellbeing solution that fits seamlessly into your broader wellness initiatives. No two workforces are the same, and Vault has out-of the box and customized solutions. Our program compliments your company’s unique needs and culture with relevant, actionable, financial wellbeing solution that fits seamlessly into your broader wellness initiative.

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VAULT FINANCIAL WELLNESS OFFERINGS

FOUNDATION

Best for: Startups/Small Businesses

Key Features:
◉ Vault Financial Wellness Hub—our digital learning and resource platform
◉ Interactive educational workshops

ENTERPRISE

Best for: Mid-size Businesses (400+ employees)

Key Features:
◉ Vault Financial Wellness Hub—our digital learning and resource platform
◉ Interactive educational workshops
◉ Custom-tailored content to align with your team's company culture and needs
◉ Option for onsite coaching

ELITE

Best for: Large Businesses, Fortune 1000 Companies, and Unions

Key Features:
◉ Vault Financial Wellness Hub—our digital learning and resource platform
◉ Interactive educational workshops
◉ Custom-tailored content to align with your team's company culture and needs
◉ Option for onsite coaching
◉ Custom digital Integration
◉ In-person tailored keynote sessions

The Vault Platform: Modern Financial Wellness for Companies

A Modern Financial Wellness Platform—Built for Real Life

FEATUREWHAT YOU GET
On-Demand Learning100+ video tutorials, self-paced courses, and interactive workbooks for every learning style
Live & Virtual WorkshopsEngaging events, Q&As, and lunch-and-learns—onsite or online
Custom Program DesignWe’ll build a solution that fits your culture, goals, and team makeup
Practical Tools & TrackersBudgeting templates, debt payoff planners, and money management resources
Leadership SupportDedicated account manager, implementation playbook, and ongoing engagement strategies
Financial Health AssessmentsConfidential money checkups to identify stress points and tailor support
Crisis-to-Confidence RoadmapsStep-by-step guidance for budgeting, debt, savings, and emergency planning
Aligned Solutions for all stage of lifeCustom content for unique employee groups and life stages
Dynamic Learning HubInteractive calculators, AI-powered chat, and always-on support

Employee Financial Wellness Makes Business Sense

Research shows employee productivity and retention increase when workers’ lives feel stable. One way to achieve this goal is by offering a corporate wellness and financial mastery program. This program can help improve employee retention, lower absenteeism, grow productivity, and boost your bottom line.

Industries We Serve

Industrial & Technical

Manufacturing
Construction & Trades
Transportation & Logistics
Energy & Utilities
Agriculture & Farming
Aerospace & Aviation

Services & Commerce

Retail
Hospitality
Food Services
Real Estate
Financial Services
Media & Entertainment

Health, Safety & Public Services

Healthcare
First Responders
Military
Nonprofits
Technology
Telecom
Industrial & Technical
Manufacturing
Construction & Trades
Transportation & Logistics
Energy & Utilities
Agriculture & Farming
Aerospace & Aviation
Services & Commerce
Retail
Hospitality
Food Services
Real Estate
Financial Services
Media & Entertainment
Health, Safety & Public Services
Healthcare
First Responders
Military
Nonprofits
Technology
Telecom

FINANCIAL WELLNESS SOLUTIONS IN ACTION

FINANCIAL WELLNESS
SOLUTIONS IN ACTION

To ensure the financial well-being of your employees, it's important to provide solutions that cater to their individual needs. At Financial Footwork, we collaborate with companies to customize our programs based on their employees' unique requirements. This approach not only improves employee retention but also enhances overall productivity. We offer a range of options to help you find the right fit for your organization.

Corporate financial wellness focuses on both physical and financial well-being of employees. Our program can be combined with wellness activities such as fitness classes, healthy eating habits, stress management, and financial education sessions aimed at helping employees make smart financial decisions.

VAULT SERVICES OVERVIEW

Keynote
Speaking

As a top 50 Financial Speaker in the United States, from large-scale corporate audiences to pro sports teams, Vault can offer engaging keynotes for your organization.

KEYNOTES

Vault: On-Demand Digital Financial Hub

Vault’s proprietary digital dashboard delivers real-time financial wellness tools, empowering users to track, learn, and grow their money skills anytime, anywhere.

DIGITAL DASHBOARD

Interactive Workshops

Vault’s financial wellness workshops are hands-on and engaging, equipping teams with practical money skills through real-life application, interactive learning, and expert guidance.

WORKSHOPS

Seminars: Continuing Financial Education

Vault’s financial wellness seminars are interactive and informative, providing teams with essential financial skills through expert-led education, real-life examples, and engaging group discussions.

SEMINARS

Employee Benefit 
Video Packages

Vault creates custom benefits explanation videos that help HR teams clearly communicate complex offerings, making it easier for employees to understand, engage with, and maximize their workplace benefits.

VIDEO PACKAGES

Vault Financial Wellness Campaigns

Vault develops custom financial wellness campaigns tailored to fit your company culture, driving employee engagement through personalized content, relatable messaging, and values-based education.

CAMPAIGNS

WHAT DO YOUR EMPLOYEES' FINANCES LOOK LIKE?

WHAT DO YOUR EMPLOYEES' FINANCES
LOOK LIKE?

    61%

    Of employees reported being distracted at work due to financial stress.

    *2021 survey conducted by Salary Finance

    62%

    Of adults in the United States felt stressed about their personal finances due to a lack of knowledge.

    *2020 survey conducted by the National Endowment for Financial Education (NEFE)

    37%

    Of employees spend three or more working hours each week dealing with financial issues.

    *2021 Employee Financial Wellness Survey conducted by PwC

    41%

    Of American workers are not confident they will have enough money to retire comfortably.

    *2021 data reported by the Employee Benefit Research Institute (EBRI)

    47%

    Of Americans consider money to be their greatest source of stress, higher than any other factor including relationships and work.

    *2021 survey conducted by Northwestern Mutual

    58%

    Of Americans have less than $1,000 in savings, and 23% have no emergency savings at all.

    *2021 Survey conducted by Bankrate

    61%

    Of all employees reported being distracted at work due to financial stress and hardships.

    *2021 survey conducted by Salary Finance

    47%

    Of Americans consider money to be their greatest source of stress, higher than any other factor including relationships and work.

    *2021 survey conducted by Northwestern Mutual

    37%

    Of employees spend three or more working hours each week dealing with financial issues.

    *2021 Employee Financial Wellness Survey conducted by PwC

    58%

    Of Americans have less than $1,000 in savings, and 23% have no emergency savings at all.

    *2021 Survey conducted by Bankrate

    62%

    Of adults in the United States felt stressed about their personal finances due to a lack of knowledge.

    *2020 survey conducted by the National Endowment for Financial Education (NEFE)

    41%

    Of American workers are not confident they will have enough money to retire comfortably.

    *2021 data reported by the Employee Benefit Research Institute (EBRI)

CORPORATIONS AGREE: FINANCIAL WELLNESS WORKS

FINANCIAL EDUCATION BOOSTS RETENTION

reduce expenses

Harvard Health Affairs found medical costs dropped $3.27 for every dollar invested in wellness programs while absentee costs dropped $2.37 for every dollar invested.

increase retention

The Society for Human Resource Management (SHRM) reported in 2020 that 58% of employees indicated their employer's financial wellness programs positively influenced their decision to stay with the company.

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HOW WE CUSTOMIZE OUR PROGRAMS

At Financial Footwork, we understand that each corporation has unique requirements. To cater to the specific financial wellness needs of your employees, we offer a tailored program customization service. Whether you aim to ensure the retention of mid-level managers or assist new employees in improving their financial management skills, our team is well-equipped to assist you. To learn more about our customization process, you can book a call with us. Our team member will guide you through the process, address your queries, and demonstrate how we simplify money management by doing the heavy lifting for you.

FINANCIAL EDUCATION LOWERS STRESS & ABSENTEEISM

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LOWER stress

A study by Morgan Stanley in 2021 found that employees who participated in financial wellness programs experienced a 23% reduction in financial stress levels.

IMPROVE ABSENTEEISM

Recent studies show that financial education programs can decrease absenteeism by 10%.

FAQ's

What’s a financial wellness program—and why does my company need one?

A financial wellness program is all about helping your employees take control of their finances. It offers education, tools, and coaching to help them with things like budgeting, managing debt, saving for the future, and planning for retirement. When employees feel confident about their finances, they’re less stressed and more focused, which means better productivity and fewer days off. For your company, that translates to improved retention, stronger engagement, and a more motivated workforce. It’s a win for both employees and the bottom line.

How does Vault by Financial Footwork support employees at different life stages?

Vault provides personalized financial education and resources designed to meet employees’ unique needs at every stage of their financial journey. From managing early career budgets and student loans to building savings and planning for retirement, Vault offers the right support at the right time. With our financial wellness dashboard and comprehensive financial health assessments, employees get tailored insights and actionable advice that align with their individual goals, empowering them to take control of their financial future.

What kind of results can employers expect from implementing Vault’s financial wellbeing program?

Employers who roll out Vault typically see immediate, measurable results. Employees experience a sharp reduction in financial stress, which directly boosts 401(k) participation, lowers healthcare claims, and drives down voluntary turnover. With less financial worry, absenteeism and presenteeism decrease, leading to a workforce that’s more engaged and productive. The return on investment is clear: reducing financial stress doesn’t just benefit employees—it strengthens your bottom line by cutting healthcare and absenteeism costs.

PROUDLY SERVING COMPANIES NATIONALLY

Ready to empower your organization with proven financial wellness solutions?

Vault by Financial Footwork is your trusted partner for employee financial wellness programs and engaging finance speakers. Whether you’re looking for a one-time financial education workshop, ongoing digital learning, or a comprehensive strategy to boost your team’s financial well-being, Vault has you covered.

We are committed to transparency, personalized service, and measurable results for every client. Our programs are designed to fit the needs of businesses, schools, and organizations—helping employees at every level build financial confidence and security.

Proudly serving companies, colleges, and teams nationwide, Vault by Financial Footwork is here to help your people thrive. Contact us today to learn more or schedule a free consultation to see how we can support your organization’s financial wellness goals.