You invest significant time and resources designing competitive compensation and benefits offerings. They’re arguably a talent retention necessity and executives’ largest source of financial stability and wealth creation. But many individuals lack the time or in-depth knowledge to fully integrate these offerings into their financial plans.
How can you help your executives appropriately and fully utilize their benefits and boost your ROI in the process? With Executive Financial Counseling.
Executive Financial Counseling provides your senior leaders with the personalized advice they need plus a more efficient way to manage their financial lives—giving them more time to focus on your organization’s long-term growth and profitability.
Executives work one-on-one with a dedicated counselor who has extensive knowledge of executive compensation and the vital role it plays in an individual’s current and future financial landscape.
Together, they’ll create a customized, comprehensive wealth management plan that encompasses every aspect of the executive’s financial life:
Creating the plan isn’t the end of our support—it’s just the beginning. Your executive’s dedicated counselor also serves as their personal CFO, managing all aspects of the financial plan for them.
It’s all about helping your senior leaders thrive personally and professionally by making their financial lives easier and more efficient.
Compensation and benefit packages are key components of workforce recruitment, performance, retention and cost. We help employees and executives maximize the coverage of their benefits package, at the same time helping HR teams ensure the packages they design are truly appreciated.
You want senior leaders to derive the full benefit from their compensation plans. It helps increase ROI and your bottom line. Your executives want to preserve, grow, and protect their wealth while streamlining financial management. We help both of you achieve your goals.
Being a fiduciary means we act in the best interest of everyone we serve.
Helping your executives navigate the financial challenges of their growing wealth positions your organization for success.
“What’s our role?” “Are we going to receive calls from Cerity Partners in addition to our employees?” “How much time does it take to administer?” We get it. You don’t want to add a benefit that makes the jobs of your HR and benefits teams even more complex.
Cerity Partners manages the Executive Financial Counseling program for you. Think of us as an extension of your benefits team. We work with you to design the benefit, define eligible participants, and create the launch strategy then take it from there.
Here’s what you and your senior leaders can expect when you work with us:
Our financial counseling is confidential. However, you receive aggregated reports to help you understand the challenges your executives are facing and evaluate key performance indicators. These insights serve as the foundation for future conversations about how to maximize participation in your company’s compensation and benefits offering.
Executive Financial Counseling is just one way Cerity Partners helps HR teams deliver better outcomes. See how all our services work together to maximize value, minimize fiduciary risk and ease your administrative responsibilities.