Insight Wealth Strategies uses six building blocks in implementing a successful employee financial wellness plan. The foundation consists of budgeting and reducing debt, goal setting, and building a cash reserve. From there, we help your employees take a deeper look at their individual and family situations through understanding their company benefits and comprehensive financial planning. At the top of the financial wellness pyramid is investment advice, where we look at your employee’s investments, time horizon, and short- and long-term goals to help them implement customized investment strategies that best meet their individual needs.
Building A Foundation
by David Chazin