Personal Financial Planning

Employers risk millions of dollars in productivity each year because employees are stressed about their finances. As leaders recognize that financially healthy employees are good for business, more employers are taking action to help their employees.

When you build financial planning and advice into your benefits package, you’re powering the potential of your people and your business.


Learn Online   |   Ask an Adviser   |   Build a Financial Plan

What’s Good For Your People Is Also Good For Your Business

Addressing financial anxiety is not just critical for supporting employee wellbeing and productivity. It can also have lasting impacts on your organization’s ability to retain talent, curb absenteeism, reduce workforce disengagement and increase profitability.


Provide personalized support in order to reduce distractions and absenteeism.


Address root causes of employee financial stress and improve the physical health of your workforce.

Retirement Readiness

Ensure that your workforce is ready to retire to keep career mobility and reduce stress.


Address underlying stressors to keep employees engaged, reduce burnout and decrease turnover.

Power Your People

Today’s employees expect a variety of benefits that are customized to meet their own needs.

High inflation, volatile markets, and other external factors have forced people to make difficult decisions about delaying retirement, changing future plans, and settling for surviving, not thriving. Recent financial and lifestyle upheavals have changed employees’ needs and shifted what they expect from their employers.

At OneDigital, we believe financial planning and well-being resources should be for everyone, not just for people who already have wealth. When you build financial planning into your benefits, you’re giving your people the tools they need to feel financially free and in control.

Your employees deserve to feel confident and in control when it comes to their financial futures. And you deserve a workforce full of employees who work for you because they want to, not because they have to.



Employees are looking to their employers for help with their finances and wellbeing.

At OneDigital, we believe financial stress should not stand in your way in creating a happy, engaged, and productive workforce. Your employees deserve to feel in charge of their finances. We’ve helped hundreds of companies help make a difference in the lives of their employees. And we’re uniquely positioned to help your people. Let's get started.


Thought Leadership


Investment advice is offered through OneDigital Investment Advisers, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.