Financial Wellness with Christensen Group

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Retirement Plans

Financial Wellness

The path to financial wellness begins here.

What is financial wellness?

Financial Wellness is about more than just money. It's about feeling confident, in control, and empowered to make the best decisions for you and your family. At Christensen Group, we know the road to financial wellness is a long one. That's why we've created an end-to-end program to help you and your employees get there, step by step.

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By the numbers

87%
of employees

Say they want help with their
financial decision-making

63%
of employees

Say their financial stress has increased since the start of the pandemic

42%
of full-time employees

Find it difficult to meet household
expenses on time each month

Source: PwC's 10th annual Employee Financial Wellness Survey (2021)
Christensen Group Insurance agents walking in our Eden Prairie, MN office

Why do you need a financial wellness advisor? Because financial wellness is a priority for employers and employees.

Financial wellness isn't just a state of being—it's a long-term investment in your people and your company. When you have a professional consultant who can provide the tools and resources necessary to help you and your employees achieve financial wellbeing, you can get back to focusing on what matters most—the work.

Who should get a financial wellness advisor?

Companies looking to enhance their existing benefits package

Companies looking to invest in more productive employees, both personally and professionally

Companies seeking to improve financial literacy in their workforce through ongoing education

Companies that want to reduce financial stress for their employees

Companies that want to form a deeper understanding of their workforce's financial priorities and track progress year-over-year

Group of smiling Christensen Group Insurance employees

How we approach financial wellness.

Assessment

Our end-to-end program begins with a 5-minute financial wellness assessment to establish a baseline for your current financial state.

Education

Your program will provide coordinated advice that integrates with your existing benefits package. This may include monthly webinars hosted by Christensen Group and other ongoing education to promote financial literacy.

Planning

Your personal advisor will configure content for one-on-one consultations and group sessions based on your financial wellness assessments and top fiscal priorities.

Insights

Our employer reporting package provides insights into your workforce's financial challenges and measures improvements year-over-year.

Connection

We will set up a mobile app and customized micro-site to provide a convenient hub for your employees to complete assessments, schedule one-on-one meetings, and update their action plans.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Christensen Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures – www.kestrafinancial.com/disclosures. Check the background of this firm on FINRA’s BrokerCheck.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Speak with a retirement plan solutions expert.

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