We work with:
Employers and Organizations
Retirement Advisors
Benefit Consultants
Costumizable Solution
We leverage a custom combination of tech and team to propel participant action, because no two journeys are the same!
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People First
We’re not just a tech-play; we’re a people solution focused on providing unbiased financial education!
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Behavioral Insights
We track and monitor participant data to positively impact turnover rates, healthcare costs, productivity and more!
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Mentoro makes Shortlister Ranking
Top 20 Financial Wellness Programs
Meet Our Leadership Team
WHITNEY QUEEN
President
CASEY STEGMAN
SVP of Strategic Planning & Business Development
KELLY KUREK
VP of Plan Management
We care about your future, and we believe human interaction is key to success. Our team is made up of the best financial mentors, consultants and coordinators, to assist you in addressing financial education
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5 Most Important Workplace Wellness Programs You Can Implement
Working can be stressful sometimes: it’s a fact of life. However, just because it’s stressful doesn’t mean it has to
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How Top Workplace Wellness Programs Will Empower Your Employees in 2021
Every year, more and more employers recognize the benefits of having workplace wellness programs - particularly during difficult times such
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Five Key Areas Where the Latest Covid-19 Stimulus Bill Will Help with Financial Wellness
After months of negotiations, Congress is on the brink of passing the next Covid-19 stimulus bill. Like the Cares Act
We have resources on Monetary Well-being available for you.
Download them today!
We have resources on Monetary Well-being available for you.
Download them today!