Financial Wellness for the People Who Power Your Company

A high-performing team starts with financial stability.
Our Employer Benefits Program offers companies a way to invest in their team’s future by providing access to LegacyOne’s powerful financial coaching and planning services.

Program Includes:

  • Confidential 1-on-1 Financial Coaching for Employees

  • Budgeting, Debt, and Savings Support

  • Custom Onboarding Financial Wellness Packets

  • Financial Workshops or Webinars (Optional Add-On)

  • Employer Impact Reports (Summary of employee progress and engagement)

Ideal For:

  • Small to mid-size businesses

  • Teams undergoing transitions (mergers, layoffs, growth)

  • Mission-aligned organizations focused on wellness and retention