Most Financial Wellness Programs Don’t Work.
We can help.
Why Financial Wellness Programs Fall Short
Most financial wellness programs fail to truly recognize that people have different needs at different times, and they require multiple ways of engaging with solutions. The programs rely too heavily on technology and generic content to create engagement, without human support to drive outcomes when it matters most. They are often more focused on tracking clicks to report engagements, rather than driving individual outcomes.
How Do You Make It Better?
By combining the reach of technology with the power of the human connection.
True financial wellness requires more than a single tool or service. It requires a “Spectrum of Financial Care” that empowers individuals to address immediate financial needs, make informed decisions throughout their lives, and build long-term financial security with access to both technology and trusted professionals along the way.
True financial wellness requires more than a single tool or service. It requires a “Spectrum of Financial Care” that empowers individuals to address immediate financial needs, make informed decisions throughout their lives, and build long-term financial security with access to both technology and trusted professionals along the way.
What We Do
StraightLine delivers a “Spectrum of Financial Care” that integrates financial education, wellness technology, human coaching, and access to financial planning and investment advisory services provided by fiduciary advisors.
We employ a consistent communication strategy designed to build familiarity and trust over time, ensuring employees know where to turn when it matters most. Familiarity drives trust, trust drives action, and action drives outcomes.
This comprehensive approach enables us to provide the right support at the right time, helping individuals take the best next step on their unique financial journey
We employ a consistent communication strategy designed to build familiarity and trust over time, ensuring employees know where to turn when it matters most. Familiarity drives trust, trust drives action, and action drives outcomes.
This comprehensive approach enables us to provide the right support at the right time, helping individuals take the best next step on their unique financial journey
What We Deliver¹
A simple, scalable financial wellness benefit that combines smart technology with real human support.
- Personalized Financial Dashboard
See all accounts in one place, track spending, and set goals - Workshops & Education
Practical guidance on topics like budgeting, debt, home buying, and retirement - Certified Financial Coaching (1-on-1 Confidential Coaching)
Real conversations with experienced financial professionals - Ongoing Support
Tools and coaching that grow with employees through every life stage - Fiduciary Financial Management
Personalized planning and investment solutions for employees with additional needs - Support Without Sales
Coaching and financial management are never sales-driven and are available only when employees are ready and choose to engage
What this could mean for you and your employees
- Reduced financial stress
- Potential for improved focus at work
- Stronger engagement with employee benefits
- Greater utilization of available financial wellness resources
- Support for financial wellness and retirement preparedness
Built to Fit Your Institution
StraightLine's Financial Wellness Solution is designed specifically to integrate with the unique retirement plan structures that exist within higher education. No heavy lift, no disruption.
Ask us how!
Ask us how!
Why StraightLine
For more than two decades, we have specialized in serving higher education institutions, providing fiduciary guidance that is free from product sales. We understand the complexities of your benefits programs and help employees turn those benefits into meaningful financial outcomes.
If you made it this far, you must care about your employees. We do, too!
Talk to us about how our Financial Wellness Solution is different.
Have questions? Want a quick conversation? We’re happy to help.
DISCLOSURE:
StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Investing involves risk, including the possibility of loss of principal. Financial wellness educational information should not be regarded as a recommendation for any transaction or investment, financial or other advice of any kind, nor constitute or imply any commitment whatsoever, including, without limitation, an offer to purchase, sell or hold any security, investment, loan or other financial product. Upon receiving the educational information from the program, you should consult with a financial, legal or tax professional before application to your specific situation. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.
[1] Certain technological services under the Financial Wellness Program provided by Financial Wellness Labs, Inc., an affiliate of Straightline (“FWL”). See our ADV brochure for more information regarding FWL and its affiliation with Straightline. Upon receiving the educational information from the program, you should consult with a financial, legal or tax professional before application to your specific situation.
StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Investing involves risk, including the possibility of loss of principal. Financial wellness educational information should not be regarded as a recommendation for any transaction or investment, financial or other advice of any kind, nor constitute or imply any commitment whatsoever, including, without limitation, an offer to purchase, sell or hold any security, investment, loan or other financial product. Upon receiving the educational information from the program, you should consult with a financial, legal or tax professional before application to your specific situation. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.
[1] Certain technological services under the Financial Wellness Program provided by Financial Wellness Labs, Inc., an affiliate of Straightline (“FWL”). See our ADV brochure for more information regarding FWL and its affiliation with Straightline. Upon receiving the educational information from the program, you should consult with a financial, legal or tax professional before application to your specific situation.
