Services

Strategic Rebuilding Plans

For employees who need to recover from past financial challenges, we provide step-by-step strategies to rebuild credit with confidence. Our experts create tailored plans that address unique situations, from reducing debt to establishing positive credit history, ensuring employees have a clear path toward long-term financial wellness.

Referrals to Vetted Financial Professionals

When employees are ready to take the next step, we can connect them with trusted, pre-screened financial professionals—including mortgage lenders, attorneys, credit unions, and banks. Every referral is carefully vetted to ensure employees receive reliable guidance and solutions tailored to their goals, giving them confidence as they make important financial decisions.

Webinars & Ongoing Educational Content

We provide employees with continuous access to practical financial education through engaging webinars and easy to-digest resources. From understanding credit basics to learning advanced strategies for long-term financial health, our ongoing content empowers employees to stay informed, build confidence, and make smarter money decisions every day.

Secure, Anonymized Employer-Level Reporting

We provide companies with actionable insights on employee financial wellness while maintaining complete confidentiality. Our secure, anonymized reports allow employers to track overall trends and measure the impact of the benefit without ever accessing individual employee data, helping guide HR strategies and support programs effectively.

Credit Consultations

Employees gain direct access to experienced credit specialists who can review their current credit profile, answer questions, and provide personalized guidance. Our consultations are designed to remove confusion, highlight opportunities for improvement, and create a clear action plan.

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Credit Maintenance

We help employees protect the progress they make by monitoring credit health and providing ongoing strategies to manage accounts responsibly. With expert support, employees can avoid common pitfalls and maintain stronger financial stability over time.

Goal-Based Planning

Financial confidence grows when employees have a roadmap. We work one-on-one to set meaningful goals— whether it’s improving a credit score, qualifying for a loan, or preparing for a major purchase—and provide the tools and support to reach them.