Group Financial Planning.
Receive advice with your best interests in mind.
Our Group Financial Planning Service.
Improve employee retention in your company and reduce costs associated with replacing and training new employees. For business owners, managers, and employees. Each business owner, manager, and employee of a company receives all of the following:
What this service includes:
We have Goal Focused Discussions
Full discussion regarding the client’s short-term and long-term financial goals, including the client’s personal values, current pain points and immediate needs.
Your Financial Situation Analysis
Analysis of the client’s entire
current financial situation.
Your Comprehensive Financial Plan
Completion and delivery of a comprehensive financial plan that includes cash flow management, investment planning, tax planning, retirement planning, risk management and insurance planning and estate planning, all done to match the client’s goals and values.
Step-By-Step Guidance
A list of next step items to give the client a step-by-step guide on making both immediate and long-term changes toward the success of their focused plan.
We Explain Your Plan & Answer Any Questions
A half-hour call with a financial planner where the focused plan is delivered and explained in full.
Post Plan Guidance
Have ongoing access to a financial planner for advice and to provide assistance with full understanding of the plan and guidance for implementing various items on the Next Steps list and assistance with your finances.
Discussions About Major Purchases
Discuss major purchases prior to making them to see how they will affect your cash flow and the ability to achieve your future financial goals.
Discussions About Major Life Changes
Discuss life changes such as a job change, marriage, divorce, birth or adoption of a child, inheritance, starting a business, etc. and see how those changes will affect your financial goals with assistance in planning for them in advance.
Three Scheduled Annual Reviews
Three annual guaranteed touchpoints scheduled with a financial planner to update short-term and long-term financial goals, review the progress of your plan, and update investment or debt repayment projections.
The Benefits as a Result of our Group Financial Planning.
An employee confident with their finances will be a happier and more productive employee. Research shows the economy loses $40 billion of productivity annually due to employee financial stress. On average, a financially stressed worker spends nearly 30 minutes every day dealing with their financial situation rather than business tasks, which results in over three weeks of lost productivity per employee per year.* (*Source)
Improve employee retention in your company and reduce costs associated with replacing and training new employees.
Companies that provide overall financial wellbeing services to employees are viewed as more caring and desirable places of employment, which keeps existing employees happy and engaged, and increases the likelihood of a company drawing interest from more qualified and experienced candidates for employment.
Fully Transparent Pricing. Zero Hidden Fees.
Group Financial Planning
Book a call to discuss pricing based on the size of your group.
Why Our Clients Trust Blue Spruce Financial.
Laurie M.
Individual Financial Client
I want to thank you for changing my life. Sounds so corny, but it’s true.
Your time and effort in putting together a financial plan for me has made a huge impact. Peace of mind is the best feeling, and the timing could not have been better with interest rates and costs for everything just going up and up.
Vanessa L.
Household Financial Client
You have taken the time to understand our financial goals and have created a plan that works for us. My spouse and I have vastly different risk tolerances and financial knowledge. With other companies and advisors, we never felt their cookie cutter approach really fit our family’s needs and goals. What you have created for us is a plan that is suited to our family’s needs, backed by a planner who listens and is easily accessible.