District Financial Wellness Partnership

Supporting Educators • Reducing Benefits Stress • Strengthening Retention

School employees face complex benefits, limited support, and growing financial stress. District leaders face increasing demands to improve wellness, retention, and employee support without adding workload or cost.

Our district partnership program solves all of that.

What We Provide Districts

1. Retirement and Benefits Education (403(b), 457, 401(k))

Clear explanations of:

  • plan options

  • enrollment

  • vesting

  • investment basics

  • rollover rules

  • fees and vendor differences

All presented in simple, stress-free language.

2. Staff Financial Wellness Sessions

Short, practical workshops offered:

  • during PD

  • at lunch

  • before or after school

  • as virtual sessions

All content is vendor-neutral and compliant.

3. One-on-One Staff Support

Employees often need confidential help. We act as financial wellness advocates, helping them:

  • Understand their benefits

  • Review plan documents

  • Navigate life changes

  • Make confident decisions

Without pressure, sales language, or complexity.

4. HR Support and Workload Reduction

Districts benefit from:

  • fewer benefit questions

  • fewer form errors

  • less confusion during open enrollment

  • improved staff satisfaction

Our programs are no-cost, easy to manage, and fully customizable.

How It Works

  1. Initial District Call
    We review district needs, staffing structure, and workshop preferences.

  2. Click Here For Building Level Scheduling
    Sessions can be delivered district-wide or school-by-school.

  3. Confidential Staff Support
    Employees access us directly for guidance similar to an EAP for financial clarity.

  4. Ongoing Partnership
    Regular check-ins with HR ensure smooth operations and evolving support.

Why Districts Choose This Program

  • Supports HR without adding work

  • Reduces financial stress across buildings

  • Strengthens retention and employee satisfaction

  • Provides vetted, compliant, vendor-neutral education

  • Helps new hires and retirees navigate transitions

  • No cost to the district

Districts want clarity, confidence, and peace of mind for their staff, and this program delivers all three.