Financial Fitness Group

Financial Fitness Group
Point of Contact (Public)
Georgette Regan
Phone Number
619.658.1260
Year Started Offering Service
2010

Key Features

Type
For-Profit
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Savings Products & Services
Geography Served
National
Pricing Options
Employer pays per user
Size of Employer Served
All sizes
Are services accessible for non-English speaking employees?
Yes
Description

As part of the financial literacy journey, we developed our Financial Fitness Platform that includes three components, the Financial Fitness SCORE™, CENTER™ and ACADEMY™. Our Financial Fitness SCORE™ allows participants to identify, benchmark, and positively change their financial aptitude, behavior, and confidence. This SCORE™ provides an in-depth global Financial Fitness Report™ to assess and benchmark a users overall financial wellness. Our exclusive, robust online content, within our Financial Fitness CENTER™, enables users to improve their Financial Fitness SCORE™ in a fun, engaging manner using a foundation of over 10,000 pieces of FINRA compliant content that each user may select from. The Financial Fitness ACADEMY™ tracks individual progress, suggests relevant coursework and keeps learners motivated, providing a more in-depth learning experience. The Financial Fitness ACADEMY™ is the equivalent of a personal trainer for financial wellness.

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