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The Game-Changer Your Workforce Needs Thumbnail

The Game-Changer Your Workforce Needs

Insights

In the fast-evolving landscape of employee benefits, it is no longer enough to offer less personalization and more generic information. It is important employers understand employees are already overwhelmed with information and want to know what to do rather than just have more information thrown at them. It is critically important to engage with employees not just professionally, but also personally, in helping to achieve their financial goals. Enter the Quality of Life Planning® Application (QoLaTM) – the game-changer your workforce needs!

In today's world, where financial stress is impacting the lives of more employees than ever, providing your employees with access to personalized financial planning and advice can be a strategic move that yields significant benefits for both your employees and your organization as a whole.

Here's why:

  • Tailored Financial Guidance: Traditional retirement plan custodians often offer generic advice that may not resonate with individual employees' financial situations. QoLaTM is more personal and analyzes each user's unique financial puzzle and provides tailored recommendations, including specific fund recommendations for retirement plans. This means your employees receive advice that aligns with their goals, risk capacity, and current financial status.
  • Actionable Insights: Beyond fund recommendations, QoLaTM offers actionable insights on what steps employees should focus on now to improve their financial quality of life. Whether it's increasing contributions to retirement accounts, paying off debt, optimizing investment portfolios, or building emergency savings, employees receive clear guidance on the actions they can take to strengthen their financial futures and achieve their quality of life goals.
  • Wealth Index Tracking: One of the standout features of QoLaTM is the wealth index, which provides employees with a data-driven measure of their financial health. The wealth index enables employees to track their progress over time and make informed decisions about their financial goals.
  • Empowerment and Engagement: By offering QoLaTM as part of your employee benefits package, you empower your workforce to take control of their financial futures. This not only enhances employee satisfaction and loyalty but also fosters an improved culture within your organization. Employees who feel supported in their financial journey are more likely to be engaged and productive at work.
  • Demystifying Financial Planning: Through its learning library, QoLaTM helps to demystify the complexities of financial planning and make it accessible to employees of all backgrounds and income levels. QoLaTM provides a user-friendly platform through which employees can educate themselves about topics such as retirement planning, investing, paying off debt, pensions and more.

QoLaTM is a powerful tool for employers seeking to support their employees' quality of life. By providing tailored guidance, actionable insights, and tracking tools, QoLaTM empowers employees to make informed financial decisions and take control of their quality of life for both now and the future. Investing in the financial wellness of your workforce isn't just the right thing to do – it's also a strategic decision that can drive employee satisfaction, engagement, retention, and ultimately, organizational success.


This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.