Introducing fly+ (Financial Planning at Work)
Your employees look to you for so much more than traditional benefits. Imagine being able to help each and every one of them feel more financially confident – both today and in the future. fly+ provides personalized flight plans to each employee that forms the foundation of their financial health. Then, with access to their dedicated CERTIFIED FINANCIAL PLANNER™ professional, or CFP®, they can really take off and soar!
Awareness
Your employees' personal financial plan is mailed to their house and includes actionable items that cover: Retirement, Insurance, budget, emergency, savings, debt
Access
Your employees are encouraged to schedule time with their dedicated planner to review their Flight Plan and their personal situations
Action
Your employees' CFPs will provide them with recommendations on how to achieve their goals – the rest is up to them!
Your Flight Plan
Meet Your CERTIFIED FINANCIAL PLANNERs™
Jim Carnevale
Partner
Ross James
Senior VP, Wealth Management
David Batchelder
Senior Investment Officer
Dan Bernardo
VP, Financial Planner, Private Client Group
Typical Timeline
Communication Strategy
We partner with our clients to create an environment that promotes financial wellness, encourages retirement readiness, and empowers individuals to succeed.
With fly+, your employees will receive a personalized communication strategy to drive healthy financial behaviors.
Sample Communications
Sources:
* Empower Life Stages Consumer Survey, January 2020
