Individual FINANCIAL ADVISORS who are interested in referring clients for help, check out our ADVISOR’S page.
If you are an EMPLOYER OR GROUP who wants to help their employees or members become fiscally fit, we have a win-win-win program that is a great low cost benefit that:
- works well in conjunction with qualified plans and employee benefits
- save your HR department time
- provides the unbiased financial education implicit in offering retirement plans
- all at either an affordable low cost or NO COST program
Additionally, the only purpose of Fiscal Fitness Club is helping employees. WE DO NOT PROVIDE ANY PRODUCTS OR INVESTMENT MANAGEMENT SERVICES. THERE IS NO CONFLICT OF INTEREST! The only optional costs are a basic financial plan on an annual basis reviewed by a certified financial planner or individual sessions with coach or financial psychotherapist if requested.
While there are many financial education programs available, they assume that KNOWING WHAT TO DO IS NOT THE SAME AS DOING! If that were true, obesity, smoking and overwhelming credit debt wouldn’t be an issue. Change requires goals, monitoring and sustained reinforcement until the new behavior becomes a habit. Fiscal Fitness Clubs provide both the classes and support that club members need.
HOW WE CAN WORK TOGETHER
If you are an employer, organization or financial advisor, you can help members receive a discount to our fees by becoming a sponsor:
Full Partnership:
- Sponsor free educational seminars on site
- Provide meeting space for weekly meetings
- Distribute promotional materials
- Provide web conferences for remote participants and spouses
- Make membership an employee/group benefit
- Subsidize part or all of the cost of membership
Active Sponsorship:
- Sponsor free educational seminars on site
- Provide meeting space for weekly meetings
- Distribute promotional materials
- Provide web conferences for remote employees and spouses
- Make membership an employee benefit
- Participants receive a discounted cost of membership and pay all fees themselves
Passive Sponsorship:
- Sponsor free educational seminars on site
- Distribute promotional materials
- Employees receive discounted cost of membership
Community Sponsorship:
You may see a benefit in helping community members become fiscally fit by sponsoring or subsidizing programs in the community.
There are a number of ways to participate:
- Co-sponsoring publicity
- Provide meeting space
- Subsidize the costs of initial classes
- Provide scholarships
- Sponsor a High School Seniors Financial Preparedness Class
Program Fees*:
Membership & orientation fee: $500 per person/$600 per couple
Monthly fee starting in 7th month: $35 per person, $39 per couple
High School Senior Financial Preparedness Program $350
*THESE FEES ARE UNDISCOUNTED. THE DISCOUNT THAT APPLIES IS BASED ON TYPE OF PARTNERSHIP AND NUMBER OF MEMBERS AND SITES.
There is lots of research on how financial issues impact employee productivity and the cost to companies. Send us an email if you would like to receive links to the research. If you would like to discuss how we could work together to help your employees and improve productivity, call us at 720-851-6685 or send an email with your contact information to: fiscalfitnessclubs@gmail.com or sign up to receive information.
