WEALTHCARE360 COACHING

~ FOR YOUR EXECUTIVES & THE TEAM MEMBERS WHO DRIVE RESULTS ~

 

 

The Wealthcare360Coaching platform was designed for businesses and corporations seeking to maximize employee engagement, foster financial wellness, and identify leadership mindsets within their organization.

 

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Businesses have a vested interest in promoting the financial health of their employees.

Team members who feel that their company cares about them and their future are more inclined to care about the company and its future, while those who are preoccupied with their personal finances tend to be distracted and less productive. Organizations that choose to engage employees in financial wellness programs are likely to see improvements in employee loyalty, retention, and overall team efficiency.

 
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Participants receive guidance on how they can maximize the value of their compensation and benefits, as well as 1-on-1 support for incorporating those benefits into a larger financial plan.

The Wealthcare360 Coaching platform delivers the The Johnston Group's unique framework to your organization with a focus on improving employee financial wellness and decision-making. The goal of the program is to provide leadership and direction for your employees' most pressing financial concerns, and to educate them on the value of their benefits package and how those benefits can support their personal financial strategy.

 
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Applicable at all levels, from new team members just commencing their careers to seasoned executives approaching retirement.

The purpose of the Wealthcare360 Coaching platform is to provide leadership and education to employees in a broad range of financial areas, and to facilitate participants' financial wellness through the disciplined pursuit of short and long-term goals.


HOW IT WORKS

 

STEP 1: UNDERSTANDING YOUR PROGRAMS

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The Wealthcare360 Coaching platform delivers advice and guidance on your company's specific compensation and benefits. To do so, the process begins with a meeting between The Johnston Group advisors and your HR and Benefits leaders to gain a full understanding of the compensation structure.

Next, we conduct a survey of employees in order to understand their most pressing questions and sources of financial stress. Once we've gathered this information from both the organization and the team, we developed a customized strategy for encouraging benefits engagement and for building a sense of financial efficacy in team members.

 

STEP 2: CUSTOMIZED EMPLOYEE PRESENTATION

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Your employees take an online survey, customized with your company's branding, which evaluates your employees' financial, investment, and benefit awareness, allowing us to pinpoint the necessary topics that will benefit your team. Through various presentation formats (presentation, lunch and learn, webinar), The Johnston Group advisors communicate to your employees the value of financial wellness, including the importance of setting goals and being purposeful in financial decision-making.

We review and provide education to your employees on company benefits, and offer insight into how those benefits can strengthen employees' personal approach to their finances. In addition, all participants receive a copy of Brad Johnson's book, More Than Money, which outlines the origin of the Wealthcare360 planning framework and the enormous long-term benefits of creating a personal decision-making structure and financial strategy.

 

STEP 3: ONE-ON-ONE ADVISING SESSIONS

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Following employee outreach and engagement, all participants have the opportunity to sign up for one-on-one advising sessions with The Johnston Group advisors to address their specific financial questions and concerns. Employees complete a pre-session handout detailing select personal information, as well as their specific objectives in seeking financial guidance, and this form serves as the basis for discussion in each one-on-one session.

From there, your employees have the opportunity to continue building their personal financial strategy with The Johnston Group through one of two distinct strategy levels:

Foundations

Foundations

Designed for young professionals looking to develop a strong foundation for achieving their short-term and long-term goals.

Family Office

FAMILY OFFICE

Designed for professionals seeking sophisticated investment, estate, tax, and risk management aligned with their most important life and retirement goals.


THE NEXT STEP

You can also reach us at wealthcare[@]thejohnstongroup.com or by calling 612-337-5030.