Company Details
Competitors of Financial Wellness Strategies
Millennium Trust Company and PayFlex have joined forces under one banner to become your devoted partner for health, wealth, retirement, and benefits. We work with both businesses and individuals to create financial services and solutions that will help you prepare for the future — and make it... Read More
Named the 2023 Agency of the Year by the IIA. Our service model is to provide a unique blend of day-to-day administrative services, combined with strategic consulting. In today’s rapidly changing landscape, you need someone to take work off your desk, keep you in compliance, be readily available to... Read More
At Chime Workplace, we’re dedicated to empowering your workforce through our flagship financial wellness solution, Chime Workplace™. Our all-in-one suite provides employees with the tools they need to manage their pay, grow savings, build credit history, and achieve financial stability—all at no... Read More
Products & Services
View AllFinancial Wellness Group Q&A
Financial Wellness Group Q&A (we call it "Office Hours") is our most affordable offering! It's a way for HR and...
Learn MoreThe Financial Wellness Checklist - 10 Best Practices for Employees
Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We...
Learn MoreLive Financial Wellness Workshops
Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We...
Learn MoreHow to Be a Financial Grownup
Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We...
Learn MoreFinancial Wellness for Women
Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We...
Learn MoreHow to Launch a Financial Grownup
Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We...
Learn MoreHow to Have Multi-Generational Conversations About Money & Values
Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We...
Learn MoreBespoke Programming
Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We...
Learn MoreResources & Content
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Americans Are More Worried About Running Out of Reirement Funds Than Dying - A How To Guide for Helping Your Employees Navigate This Stress
Sticky inflation, soaring rates and the resumption of student loan payments have taken a toll on many Americans’...
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Empowering Your Workforce: How Emergency Fund Plans Boost Financial Wellness and Workplace Productivity
An important look at why employers should offer emergency fund plans and why they're beneficial to employees.
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3 Ways to Help Employees Lower Their Credit Card Related Money Stress
Bobbi Rebell is a certified financial planner and the founder and CEO of Financial Wellness Strategies. She shares her...
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Showing Support for Your LGBTQ+ Employees All Year Long -- Not Just During Pride Month
The Debt-Free Guys & Bobbi Rebell, CFP® discuss gay marriage, financial choices they had to make for their wedding...
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Spring Cleaning Is The Perfect Time to Straighten Up Your Financial Matters - Broadcast Retirement Network Featuring Bobbi Rebell
Bobbi Rebell shares spring cleaning financial tips on the Broadcast Retirement Network with host Jeff Synder.
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Hint Water CEO Kara Goldin on Being Undaunted and Rejecting the Simple Checklist
Kara Goldin talks with Bobbi Rebell, CFP® about how she broke (some) rules, got past business FOMO, and never relied on...
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The Sole Mates Money Story: After Shark Tank
Bobbi Rebell Kaufman, CFP® talks with The Sole Mates’ Co-Founders Becca Brown and Monica Ferguson about their...
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‘Automatic Millionaire’ David Bach: 3 Ways To Avoid Credit Card Debt
In an episode of Bobbi Rebell’s Financial Grownup podcast, bestselling author (“The Automatic Millionaire”) David Bach...
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The Investing Secret Shark Tank’s Kevin O’Leary’s Mom Kept From Him
Shark Tank’s Kevin O’Leary talks with Bobbi Rebell, CFP® and shares a story about his mother and a secret he learned...
Read MoreNews & Press Releases
View AllMoney expert Bobbi Rebell shares how to deal with sudden financial changes when times get tough
3 Ways to Stop Living Paycheck to Paycheck: Financial Planner’s Easy Tips -- FirstForWomen
The Average Woman Has More Credit Card Debt Than You Think -- Yahoo Finance
Low Income, High Spending: See Why Poor Millennials Splurge More Than Rich Boomers -- GOBankingRates
Retired but Still Making Passive Income? 6 Ways To Build Generational Wealth -- GOBankingRates
You’ll find plenty of CDs touting rates above 5% — but here’s a ‘very real risk’ you should consider. -- MarketWatch
Struggling To Build an Emergency Fund? These Employers Offer Plans Through Suze Orman’s SecureSave and Others. -- Yahoo Finance
When to Splurge on Expensive Luxury Goods, According to Rachel Cruze -- MSN
More Americans Are Worried About Running Out of Retirement Funds Than Dying, Survey Reveals -- GOBankingRates
