Solutions
Support across an employee's entire financial life.
The Fin Guard supports employees across 12 connected areas of personal finance, grouped around how financial decisions actually happen in real life — because financial lives rarely fit into a single category.
How It Works
From first conversation to ongoing support.
Not a one-hour presentation — a structured relationship with a real beginning, middle and follow-through.
What It Looks Like
One employee's before and after.
One Program
Every solution, one guardian.
Employees don't need to figure out which specialist to call. The Fin Guard connects the dots across their financial life through one relationship.
Next Step
See what this looks like for your workforce.
Talk to us about which programs make sense for your team.