Financial wellness is all about taking control of your money, which may look different to everyone. For some, it means having a savings account to cover emergencies, while others may focus on wealth preservation and legacy planning. Financial wellness platforms and advisors work with individuals to evaluate their personal objectives and help achieve financial goals. The following resources can be a great start for companies or individuals who are interested in exploring financial wellness programs.

  • Discounted pricing for RPG clients

  • Financial accounts and benefits aggregation

  • 500+ articles on financial wellness, 30+ videos, webinars, guides and assessments

  • Contests and gamification to increase employee engagement

  • Student loan maintenance

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  • Discounted pricing for RPG clients

  • Financial accounts and benefits aggregation

  • E-learning with articles, podcasts, blogs, workbooks, tools/calculators, video courses and more

  • Unlimited access to financial helpline

  • Stability Academy- assessment providing tailored strategies for each employee

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Learn More About Financial Wellness

Hannah Adler
Director of Marketing
212-947-4800 ext 227
hannah.adler@rpgconsultants.com

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Financial Planning Software

We are integrated with several personal finance account aggregators. Feel free to reach out if you would like to connect your RPG account with other financial software.

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