Group Sponsored Financial Advisory Programs

Program Advantages

Quality of Life Planning® improves your participants' financial well-being with personalized advice.

Pilot Program

The Quality of Life Planning® Financial Advisory Pilot Program enhances your participants' financial well-being with personalized advice from Certified Financial Planner™ professionals, supported by the advanced AI tool QoLa™. The 3-month pilot is offered at no cost, providing a real world opportunity to assess its value and impact to your participants.

QoLA^TM Features

Central to each relationship is our innovative AI app, which enhances engagement and interaction with our Certified Financial Planners.

Participant Well-Being

At Dorval & Chorne, we believe that prioritizing participants' well-being fosters a deeper sense of community and connection within organizations. Our approach to financial planning and advice helps reduce burnout and enhances overall well-being, showing your participants that you truly care.

	Personalized Attention Our team of Certified Financial Planners offers fully customized planning experiences, ensuring members receive individualized guidance—not just generic tools. With easy access to advisors via our QoLATM AI app, onsite or virtual meetings, emails, and phone calls, we provide real support without the hassle of 1-800 call centers. When you need us, we’re here.
	True Independence As an independent firm, Dorval & Chorne eliminates both real and perceived conflicts of interest, building trust through unbiased advice. Our independence assures your members that they get guidance that prioritizes their best interests and helps them take actionable steps to improve their quality of life.
	Navigating Employee Financial Stress: A Guide for HR Benefits Professionals As an HR Benefits Director, you understand the importance of employee well-being and productivity. Beyond health insurance and retirement plans, financial stress plays a significant role in an employee's overall wellness and job performance. Download our guide to learn more about how financial planning can support your organization’s goals.
	Supporting Nurses Beyond the Workplace In a recent Quality of Life Nurse Award interview clip below, the recipient discusses how financial challenges contribute to burnout in nursing. At Dorval & Chorne, we recognize the unique financial stresses nurses face and believe that employers play a vital role in supporting their financial well-being. Incorporating financial literacy and personalized planning into participants' benefits empowers healthcare organizations to address burnout, enhancing the overall well-being of their staff. Our team is dedicated to helping nurses achieve financial stability and peace of mind, both on and off the job.