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Attract & retain exceptional people
With Employee Benefits Designed to Support Financial Wellness
Inside the FinLotus Financial Wellness Program
1:1 Money Strategy Sessions
Private, supportive conversations where employees can talk through their financial questions and goals with a CPA.
educational workshops
Accessible, easy-to-understand presentations that break down complex financial topics into practical steps that can be applied immediately.
Finlotus financial wellness app
A centralized tool that helps employees plan their finances, set meaningful financial goals, and access resources to support informed decision-making.
financial wellness brief
A monthly newsletter with content and tools designed to inspire new ways of thinking about, understanding, and engaging with personal finances.
set up is simple.
We know your time is valuable and that's why we designed a simple set up process so that your admin load is low and your staff engagement rate is above average.
Starter
Up to 100 Employees
Valid until canceled
Money Chat: 1 per employee/month
Finlotus App: Included
Presentations: Standard Recorded
Financial Wellness Brief: Included
Custom Plans: 20% Discount
Growth
Up to 250 Employees
Valid until canceled
Money Chats: Unlimited
Finlotus App: Included
Presentation: Standard Live & Recorded
Financial Wellness Brief: Included
Custom Plans: 30% Discount
Premium
Up to 500 Employees
Valid until canceled
Money Chats: Unlimited
Finlotus App: Included
Presentations: Custom Live & Recorded
Financial Wellness Brief: Included
Custom Plans: 30% Discount
Enterprise
500+ Employees
Valid until canceled
Money Chats: Unlimited
Finlotus App: Included
Presentations: Custom Live & Recorded
Monthly Financial Wellness Brief
Custom Plans: to be determined
Advanced Reporting
finlotus employee benefit options
Find one that works for you