Vantage Financial Education · Financial Literacy Benefit Program
Your team's money worries are showing up at work. Here's the benefit that fixes it.
Give every employee the tools, workshops, and 1-on-1 guidance to take control of their finances, for as little as $5.99 per employee per month. Less stress, sharper focus, and a team that wants to stay.
Backed by our We Rise Together Guarantee: see results in 6 months, or your next 6 months are free.
Financial stress doesn't clock out. It clocks in with your team every morning.
You can't see it on a timesheet, but you feel it in missed deadlines, distracted meetings, and two-week notices. Here's what the research says it's costing businesses like yours.
59% of employees are stressed about their finances right now. Those who are stressed are nearly 5× more likely to say money worries distract them during the workday. (PwC 2026 Employee Financial Wellness Survey)
2× more likely to job hunt. Financially stressed employees look for the exit twice as often as their peers, and replacing one can cost 0.5 to 2× their annual salary. (PwC; Mercer 2025 US Turnover Survey)
56% say money worries hurt their sleep, and 44% say they affect their physical health. Tired, unwell employees don't do their best work. (PwC 2023 Employee Financial Wellness Survey)
$948 is what the average American estimates they lost in one year from gaps in financial knowledge. (National Financial Educators Council, 2025)
The good news? Financial stress is one of the most common and most treatable drains on your team. You just need the right tool.
Meet Vantage Financial Education: financial confidence for every person on your team.
VFE is a turnkey financial wellness benefit your employees can use on their own schedule. No complicated rollout, no HR headache. Just practical tools that help people budget, pay down debt, save, and plan for retirement while building wealth like the 1% do.
Want to go further? Add live workshops. Bring a VFE expert to your team, virtually or in person. Every workshop includes personalized resources, live Q&A, a session recording (virtual), and a complimentary 30-minute 1-on-1 strategy session for every attendee.
One benefit. Returns across your whole business.
Benefit 1: Sharper focus, more productive days. When money worries fade, attention comes back to the work. Give your team the confidence to handle their finances, and they show up clearer, calmer, and ready to perform.
Benefit 2: Keep the people you worked hard to hire. Financially stressed employees are twice as likely to be job hunting. Every resignation costs you recruiting, training, and lost momentum. VFE is a low-cost way to keep good people from walking out the door.
Benefit 3: Compete for talent like a bigger company. Nearly half (47%) of employers are projected to offer a financial wellness program by the end of 2026, and 77% of them cite retention as the main reason. VFE lets a growing business offer the same caliber of benefit, without a big-company budget.
Benefit 4: Support your future leaders. Younger employees are often the most financially stretched and the most likely to leave. Helping them build a strong financial foundation now builds loyalty and grows the leaders you'll promote tomorrow.
Benefit 5: Help your experienced team plan their next chapter. Over half (52%) of workers think they'll need to tap retirement savings early, and only 38% of Gen X feel confident they can retire on time. VFE's retirement planning tools help your seasoned employees plan ahead, so you can plan succession with confidence.
Benefit 6: A benefit your people actually feel. Money stress follows people home and back again. Helping your team build financial peace of mind is an investment in their health, their families, and their future, and they'll remember who made it.
When your team rises, your business rises with them. We Rise Together.
Transparent pricing that gets better as your team grows.
A 25-person team on the Momentum package, billed annually: 25 × $99.90 + $1,585 = $4,082.50 per year. That's about $13.61 per employee per month for full platform access, two live workshops, and a 1-on-1 strategy session for every attendee.
Now compare that with the cost of losing just one $50,000 employee: $25,000 to $100,000 to replace them. Keeping a single person on your team can pay for the program many times over.
The We Rise Together Guarantee. You take no risk.
Lasting financial habits don't form overnight, and we don't expect you to take our word for it. Implement VFE for 6 months. If you don't see the benefit, we'll give you the next 6 months free, plus additional workshop support to make sure your team succeeds.
Is my business big enough?
If you have 20 or more employees, yes. Our pricing is built for small and mid-sized businesses, and your rate drops automatically as your team grows.
How much time does this take from me or my HR team?
Very little. The platform is self-paced, and our dedicated support team handles the rest. You enroll your team; we help them get started.
Will my employees actually use it?
People engage with what helps them right now. Practical calculators, monthly live webinars, and a free 1-on-1 strategy session after every workshop give your team real reasons to log in and show up.
Do we need the workshops?
No. Foundation gives you full platform access at just your per-employee rate. Workshops add a personal touch and deeper engagement; most teams choose Momentum for two sessions a year.
Can workshops be virtual?
Yes, and virtual workshops come with an automatic 15% discount and a recording your team can revisit.
What if it doesn't work for us?
We're so confident in our program, give it 6 months. If you don't see the benefit, your next 6 months are free.
Ready to give your team a real financial advantage?
Everyone deserves the tools and knowledge to succeed financially. When your team has the confidence to manage their money well, they show up more focused and more secure, and your business gains a stronger, more stable workforce. Join us in making financial prosperity and peace of mind the new normal.
Prefer to talk it through? Reach your Vantage representative at [email protected] or 877-382-6467
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