Holistic Financial
Wellness Program

Holistic Financial
Wellness Program

Financial wellness reduces employee stress, improves overall physical health and increases productivity… all of which help both your business and your employees thrive.

Financial wellness reduces employee stress, improves overall physical health and increases productivity… all of which help both your business and your employees thrive.

We don’t disappear after enrollment day.

We kick off your financial wellness program with presentations on subjects that are pertinent to your retirement plan.

We don’t disappear after enrollment day.

We kick off your financial wellness program with presentations on subjects that are pertinent to your retirement plan.

Session 1

  • Your Peppermint Pooled Employer Plan  -Details of the PEP
  • Allocation Review -
Overview of the value of allocation & diversification

Session 3

  • Retirement & Taxable Accounts – 
Differences between investment vehicles
  • Cash Reserve – 
Review of an “appropriate cash reserve”

Session 1

  • Your Peppermint Pooled Employer Plan  -Details of the PEP
  • Allocation Review -
Overview of the value of allocation & diversification

Session 2

  • Equities and Bonds -
Overview of general investment options
  • Opening an Investment Account – 
Steps to open an additional account

Session 3

  • Retirement & Taxable Accounts – 
Differences between investment vehicles
  • Cash Reserve – 
Review of an “appropriate cash reserve”

Session 4

  • Financial Planning – 
Planning for key events- college, mortgages, etc.
  • Legacy Planning – 
Introduction to wills/trusts and long-term planning

Session 2

  • Equities and Bonds -
Overview of general investment options
  • Opening an Investment Account – 
Steps to open an additional account

Session 4

  • Financial Planning – 
Planning for key events- college, mortgages, etc.
  • Legacy Planning – 
Introduction to wills/trusts and long-term planning

We are here for you and your team every step of the way.

Finance Fridays: A monthly one-on-one with you.

Monthly one-on-one “Question and Answer sessions available to all employees on the first Friday of each month. During these informal, virtual conversations the employee has a chance to individually discuss specific questions and finance-related topics with a partner from Grey Fox Wealth Advisors.

Our free resources start now. Run the numbers to see if Peppermint works for you.

Our free resources start now. Run the numbers to see if Peppermint works for you.

Use the free Peppermint calculator to determine costs and compare options.

Use the free Peppermint calculator to determine costs and compare options.

Learn More about Grey Fox Wealth Advisors

The experts that help you manage your retirement investment.