Our company-sponsored financial wellness benefit connects you with down-to-earth financial planners who educate, advise, and coach – without any hidden sales angles – helping you achieve Work-Life-Money balance. Your financial planner will help you set priorities and achieve your money goals, without judgment or financial jargon. This service is offered as an employee benefit and there are no per session co-pays, so you can meet with a financial planner as often as you wish.
Watch for meetings at your location, Spring 2025
Connecting with a financial planner is easy!
Connect in one of three ways:
Download their free mobile app.
Scan the QR code or search for Francis LLC at Google Play or the Apple Store. The app allows you to select a financial planner, begin messaging them, and even get your financial wellness roadmap using their assessment tool, the MAP.