Financial EAP Solutions

Give your employees access to impartial financial advice.

Empower employees with unbiased financial advice delivered by trusted Certified Financial Planners.

Why provide a financial EAP solution?

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Build Future Financial Health

Equip employees with tools and guidance to create lasting financial security, helping them plan and prepare for a stable future.

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Address Financial Concerns

Offer employees quick access to expert advice during financial challenges, reducing stress and enabling better decision-making.

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Boost Employee Well-Being

Provide resources to help employees manage financial stress, enhancing their overall mental health and productivity.

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Reduce Workplace Disruptions

Help employees reduce financial issues before they occur, minimizing the impact on productivity and team dynamics.

Why choose our solution?

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Certified Financial Planners

Employees receive expert support from CFPs, ensuring high-quality, trustworthy financial guidance.

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Impartial Advice

Our CFPs provide unbiased, sales-free guidance tailored to employees’ unique financial needs.

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Holistic Financial Health

Combining EAP solutions with our well-being platform gives CFPs a comprehensive view of employees’ finances to deliver more impactful advice.

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Ongoing Support Between Sessions

Our well-being platform empowers employees to take action and track progress between calls, enhancing the value of their financial EAP experience.

Improve your EAP offerings with access to CFPs.

Elevate your EAP with financial expertise that reduces stress and drives long-term financial confidence for employees.

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Personalized Advice

Offer employees personalized advice from CFPs to address their current financial situations, build healthier financial habits, and reduce the likelihood of future financial stress.

  • Receive expert advice on managing debt, budgeting, and improving cash flow
  • Work with CFPs to create actionable steps for immediate financial challenges
  • Build financial resilience with guidance that helps prevent future issues

Future Health Planning

Leverage expert CFP support to help employees plan for a financially secure future, addressing long-term goals like retirement, savings, and investments.

  • Collaborate with CFPs to create personalized future financial plans
  • Receive tailored advice for retirement savings, debt reduction, and wealth building
  • Empower employees to take informed steps toward long-term financial health

Measure the uptake and engagement across your team.

Track the results that matter. Our platform provides actionable insights into employee well-being and retention, so you can see the difference and optimize your impact.

Organizations trust ElektraFi to make a real impact.

Eureka DevSecOps
Immigrant Employment Council of BC
M Moser Associates
InvestAlberta

Frequently asked questions.

What is an EAP solution and how does it support financial well-being?

An Employee Assistance Program (EAP) offers confidential financial advice and support, helping employees manage current financial challenges and plan for the future.

Who provides the financial advice in this EAP solution?

The advice is delivered by Certified Financial Planners (CFPs) only, ensuring expert guidance for employees’ financial health.

How can employees access financial advice through the EAP solution?

Employees can book one-on-one sessions with CFPs, where they’ll receive personalized financial advice based on their unique needs.

What types of financial challenges can the EAP solution help employees with?

The financial EAP solution provides support for managing debt, budgeting, retirement planning, and other financial issues, helping employees gain control over their finances.

Can the CFPs access employee financial data to provide more personalized advice?

Yes, Certified Financial Planners (CFPs) can view employees’ financial information through our well-being platform, enabling them to offer tailored advice based on a comprehensive understanding of their current financial situation. This holistic view helps CFPs provide more accurate and actionable recommendations, improving the quality of support employees receive.

Can employees get ongoing financial support after their initial EAP session?

Yes, EAP solutions are combined with our well-being platform. After a session employees can continue to access tools and resources through the well-being platform, ensuring long-term financial well-being between CFP sessions.

How does these EAP solution help prevent future financial issues?

Through personalized advice and actionable steps, the EAP solution helps employees build better financial habits, reducing the likelihood of future financial stress.

Our EAP solutions are often combined with:

Well-being

Intuitive tools, insights and nudges to drive well-being.

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Comp & Rewards

Complete overviews of offers, packages and growth.

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Transform financial well-being in your organization today.

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