Situation

• Fortune 100 company pressured by its consultant to buy a financial well-being solution.
• Desired a financial well-being strategy to drive its decisions, not a “solution”.

Approach

• We facilitated a vision and developed a strategy for the role of all rewards.
• Harmonized financial well-being with existing corporate strategy, total rewards.
• Inventoried and assessed available resources for vision alignment and behavioral design.

Results Include

• Strategy focused on fiscal responsibility for personal and corporate resources.
• Identification of aspects of every reward already available to support financial well-being.
• Comprehensive approach to re-frame all rewards to support financial well-being.
• Thorough understanding of the marketplace.
• Understanding of the breadth of tools and resources already available.