Betterment’s Financial Coaching offers employees unlimited one-on-one financial advice to help them navigate key financial decisions. This service provides personalized guidance on topics like retirement planning, budgeting, and long-term financial goals.
Key Features:
- Retirement Planning – Employees receive expert guidance on maximizing their 401(k) benefits and preparing for retirement.
- Fiduciary Advice – Financial advisors act in the best interests of employees, ensuring unbiased and trustworthy recommendations.
- Personalized Support – Coaching sessions are tailored to individual financial situations, offering actionable steps to improve financial well-being.
Benefits for Employers:
- Improved Financial Literacy – Employees can gain a deeper understanding of financial concepts, leading to better decision-making.
- Increased Employee Satisfaction – Access to professional financial advice can enhance morale and productivity.
- Stronger Benefits Offering – Providing financial coaching helps attract and retain talent by demonstrating a commitment to employee well-being.
Betterment’s Financial Coaching is available as an add-on for Pro plans and is included at no additional cost with Flagship plans. Offering this service can help employees make informed financial decisions, fostering long-term financial confidence.
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