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You are an employee advocate.
Whether you are an HR professional or a people leader, your goal is to help your employees be successful.
Your employees need decision-making development AND help with their financial lives.
But there’s a problem. Many of your employees aren’t wealthy enough YET to get the attention of wealth managers. Plus, your employees would benefit from decision and negotiation training. You wish you could do something to help them.
What do you do?!
Let's get started!
The Challenge
How does my firm help my promising but not wealthy YET employees make the best financial decisions? Wealth Managers prefer already wealthy clients. Can we combine personal finance decision-making with training for our employees to be better decision-makers?
Empowered Decisions
PFR provides decision-making and personal finance services to provide a lifetime of health and wealth. PFR combines personal finance as an employee benefit with decision-making to benefit the firm. A win/win.
The Answer
The Decision FIRST approach:
Provide a consistent, repeatable decision process for a LIFETIME of great decisions.
PFR wraps your employees in the tools necessary for success!
Exceptional Quality
Easy setup with financial data aggregator and existing information sources.
Develop employee plan using PFR’s Investment Barbell Strategy and PFR’s Savings Waterfall.
Regular employee connection with the PFR team. This ensures your employee is on track and makes mid-course corrections if needed.
Personal Finance videos, podcasts, and related alternative learning resources.
Tech and related resources to help supercharge your employee's confidence
Business decision-making modules are provided.
Jumpstart program - Group seminars on high-impact personal finance or business topics.
Check out our blog for case studies and videos.
What they are saying...
"The Investment Barbell Strategy is a massive help. The PFR team makes it work!"
Daniel Hulett - Co-President, The Hulett Brothers and accounting firm client.
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Check out our VidCast with Daniel and how we work together
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