Empower Your People. Align Your Wellness Strategy.
Welcome to the YourGoals YourPlans™ Corporate Partnership Framework — built for forward-thinking HR teams, wellness leaders, and executive decision-makers ready to support staff through real-life financial transitions.
Why Partner With Us?
Your workforce is aging, and retirement isn’t just a long-term goal — it’s an imminent transition for many of your employees.
Our Collaboration Philosophy
Co-design and tailored solutions to fit your company’s HR goals, employee needs and cultural dynamics.
We help organizations
- Boost engagement around benefits
- Reduce Staff Stress
- Improve retirement readiness accross all levels
- Build a culture of financial confidence
Our 4-Tier Employee Wellness Model
1. Awareness
Free Lunch & Learn sessions to build financial literacy and kickstart long-term thinking.
2. Self-Guided Tools
Our Retire Smart Essentials Toolkit PRO™ includes the Freedom Forecast™ Tool, Workbook, Checklist, and a 90-min strategy call.
3. Coaching & Accountability
The 6-week Freedom Fast-Track Coaching Program for high-intent employees ready to take action.
4. Executive & Legacy Tier
Elite support for leadership: income strategy, succession planning, and legacy coordination.
Who Is This For?
This program is ideal for:
- Companies modernizing their financial wellness benefits
- HR leaders managing retirement transitions
- Organizations with 50+ mid-to-senior level staff
- Executive teams planning succession or exit
Let’s Co-Design a Solution
We believe in collaborative implementation, not one-size-fits-all programs.
Watch On-Demand: Retirement Planning Support That Works
Access the webinar.
Complete the short form to unlock the full on-demand session
Most employees are silently worried about money—especially how they’ll afford to retire.
This 20-minute HR-focused webinar reveals how your organization can deliver real retirement planning support at every career stage—without overburdening your HR team.
You’ll get access to:
- The Retire Smart System™ engagement model
- Tiered support options for employees
- A free Retirement Readiness Toolkit for your team (emailed to you after registering)
Have additional questions?
We’re here to help. Let’s talk.