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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Financial Stress and How to Overcome it in the Workplace
April is Stress Awareness Month. Some stress is normal and, in fact, can be positive. For instance, feeling butterflies before
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Why We Focus On Behavioral Finance
Have you ever noticed that people who are in shape and healthy very rarely, if at all, discuss dieting? They
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‘Til Debt Do Us Part – Story of John and Lisa
A majority of Americans feel financial stress. In fact, 73% of us say finances are our number one stress in
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!