Bringing together every employee's total financial picture

Financial Mosaic provides a combination of everything every employee needs to get and stay on a path of financial success

  • Financial Education

    Starting with the basic and progressing through your desired level.

  • Comprehensive Planning

    Detailed financial plan for your household encompassing all of your financial information and circumstances.

  • Investment Advice

    Specific advice that is tailored to your goals and personal risk profile.

For Employers

Your employees are stressed about their finances. Most cannot afford to get unbiased quality help and advice. We will deliver!

  • Your employees know you care
  • Greater employee productivity
  • Improved recruitment
  • Increased employee retention
  • Decreased absenteesim

Two Service Components

Company wide Education

One-time: two 30-minute education workshops (live webinars) plus Q&A session.

  • Finance 101 – The Basics: 30-minute presentation covering basics such as having an emergency fund, budgeting, your credit score, and more.
    Finance 101 - The Basics
  • Finance 201 – Demystifying Investing: 30-minute presentation explaining the different types of stocks and bonds, what is a mutual fund, how to measure performance, and much more.
    Finance 201 - Demystifying Investing

Ongoing Services

  • The Finance 101 and Finance 201 presentations are presented live each month, including a Q&A session, for your employees and their family members to attend anytime.
  • Monthly blog emailed to all clients providing tips and ongoing education.
  • Quarterly: live webinars covering financial planning and investing topics.

Personal Comprehensive Financial Planning available to every employee.

Each of your employees needs a persoanl financial plan providing a roadmap for financial success, peace of mind, and retirement. Many cannot afford the $2,000 - $5,000 cost of such a plan and either go without or get stuck with a sales person who may not have their best interest in mind. Financial Mosaic gives each of your employees the same personal comprehensive financial planning typically only available to wealthy individuals.

What options do your employees have for financial advice?

  • A. Pay $2,000 - $5,000 for non-biased, comprehensive advice and planning. Simply too expensive for most people.
  • A. Get it "free" from a high-commissioned sales person (life insurance, etc.) that is biased toward their product. Advice that is designed to sell a product is not best.
  • Financial Mosaic! Delivering non-biased, comprehensive advice, planning, and much more!

Case Studies

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For Employees

Every employee has access to personal comprehensive financial planning

Cost Free, Confidential, and Easy

Free to You

This is a benefit paid for entirely by your employer. Similar plans and services cost $2,000 - $5,000.

100% confidential

We are required by federal regulation to keep your information and our conversations 100% confidential. Nothing is shared with your employer. If you leave your employer, you take your plan and everything with you.

Comprehensive

Our planning process takes into consideration every aspect of your personal finances, and your spouse's (if applicable), such as your income, expenses, all investments, insurance coverage, and more.

Unbiased Advice

We are not selling financial products. We are paid by your employer to provide you with unbiased advice.

Your Data is Secure

We do not sell your information or put you on any marketing lists.

It’s Easy

We do it for you and guide you through 100% of the process.

What You Get

  • Comprehensive Financial Plan
  • Personal Risk Score
  • Analysis of Current Investments
  • Tailored Investment Advice
  • Access to Financial Tools
  • Video Summary of Your Plan
  • Customized Web Portal
  • Complete Review and Update Annually
  • Action Items and Resources
  • Ongoing Education

Answers to all of your money questions

  • Q. When will I be able to retire?
  • Q. How much do I need to save to reach retirement?
  • Q. How much emergency savings should I have and how do I save for this?
  • Q. How should I invest my 401(k) account?
  • Q. How do I best save for my children's college?
  • Q. What is my Risk Score and what does it mean?
  • Q. Is the risk of my investments appropriate for me?
  • Q. When should I and how do I invest outside of my 401(k)?
  • Q. Do I need (more) life insurance or do I have too much?

What questions do you have for us to answer?

How’s it work?

  • Information Gathering Call

    this can be done during work hours and typically takes 15 - 45 minutes depending on your circumstances.

  • We Build Your Plan

    we will build your personal plan and may have follow-up questions and requests for additional information as we do so.

  • Present Your Plan

    we prepare a custom video summary of your plan along with multiple comprehensive reports.
  • Implementation

    we will provide key Action Items and tools for implementation.

  • Year-Round Resource

    you can reach out to us anytime with all of your financial questions.

  • Annual Review

    we will do a full annual review of your plan and investments, make changes, check progress, and more.

What Clients said about

John S. Age: 32

My wife and I had no idea if we could afford our kids' college education and meet our retirement goals. The financial plan from Financial Mosaic answered these questions and much more.

John S. Age: 32

My wife and I had no idea if we could afford our kids' college education and meet our retirement goals. The financial plan from Financial Mosaic answered these questions and much more.

Adam L. Age: 41

I was concerned about the investment choices I made with my 401(k) account and other investments. The review of my investments and advice provided by Financial Mosaic give me confidence I've now made the best choices.

Laura M. Age: 58

I was unsure if my retirement savings would be adequate for me to retire in 6 years from now as I desired. Financial Mosaic helped me understand a few changes I could make to achieve my goal and more.