'' If you're the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%. - Warren Buffett If you're the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%. - Warren Buffett The Effects of Financial Coaching as a Benefit 5-year study of employees who regularly-used unbiased personal financial coaching as an employer-sponsored benefit The Effects of Financial Coaching as a Benefit 5-year study of employees who regularly-used unbiased personal financial coaching as an employer-sponsored benefit 2013 I have a handle on my cash flow I have a handle on my cash flow I have an emergency fund to cover unexpected expenses I have an emergency fund to cover unexpected expenses I pay my bills on time each month I pay my bills on time each month I am comfortable with the amount of debt I have I am comfortable with the amount of debt I have I regularly pay off my credit card balances in full I regularly pay off my credit card balances in full I feel confident my investments are allocated appropriately I am on track to reach my income goal in retirement I am on track to reach my income goal in retirement Average Retirement Plan Contribution Rate Average Retirement Plan Contribution Rate Average HSA Contribution Amount Average HSA Contribution Amount I feel confident my investments are allocated appropriately 2013 67% 67% 51% 51% 86% 86% 58% 58% 52% 52% 43% 43% 21% 21% 6.3% 6.3% $934 $934 80% 80% 60% 60% 93% 93% 67% 67% 61% 61% 69% 69% 57% 57% 9.4% 9.4% $1,319 $1,319 2018 2018 This is what happens when you truly put the needs of the participant first. This is what happens when you truly put the participant first. To join the financial wellness movement, contact: info@financialfinesse.com To join forces in solving this problem, contact: info@financialfinesse.com ''http://www.planadviserdigital.com/planadviser/november_december_2019/TrackLink.action?pageName=41&exitLink=mailto%3Ainfo%40financialfinesse.com