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EMPLOYEE FINANCIAL WELL-BEING

Sona Financial offers tailored programs for employees.

We have 3 different service levels
 

  • One-time education only

  • Ongoing education only

  • Ongoing education and 1:1 coaching and advice

Why choose Sona Financial as your Employee Financial Well-being?

 

  • We are experienced and credentialed

  • We can tailor our program to your needs and employee benefits

  • We are fee-only. Our only motivation is the success of your employees, not selling insurance products for the commissions

  • We are able to provide more than just education.

  • We can provide specific financial planning and investment advice

OUR SERVICES

Lunch & Learn

1 standard 45-min presentation on one topic
$600

Tailored Lunch & Learn

1 tailored 45-min presentation on one topic
$750

Half Day – Onsite

2-3 standard 45-min presentations on one topic
$1,100

Tailored Half Day – Onsite

2-3 tailored 45-min presentations on one topic
$1,430

Full Day – Onsite

5-6 standard 45-min presentations on up to two topics
$2,000

Tailored Full Day – Onsite

5-6 tailored 45-min presentations on up to two topics
$2,600

ONGOING EDUCATION

Lunch & Learn

1 standard 45-min presentation on one topic
$6,000 ($500 per month)

Tailored Lunch & Learn

1 tailored 45-min presentation on one topic
$7,200 ($600 per month)

Half Day – Onsite

2-3 standard 45-min presentations on one topic
$10,800 ($900 per month)

Tailored Half Day – Onsite

2-3 tailored 45-min presentations on one topic
$13,200 ($1,100 per month)

Full Day – Onsite

5-6 standard 45-min presentations on up to two topics 
$21,600 ($1,800 per month)

Tailored Full Day – Onsite

5-6 tailored 45-min presentations on up to two topics
$24,000 ($2,000 per month)

ONGOING EDUCATION & COACHING

1:1 Coaching, Education & Advice

  • $20 per employee, per month 

    • Minimum of $60,000 per year ($5,000 per month)

  • Tailored monthly presentations integrating employee benefits 

    • Half day for 250 employees

    • One and a half days for 750 employees

  • 1 full day onsite, or virtual, for every 500 employees for education and coaching.

  • Intraweek email responses (1 business-day email response time)

  • Employee access to robust investing, budgeting, and financial planning software

  • Proactive coordination with HR on program construction and employee engagement  

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Start Planning For Your Future.