Free vs. Paid Account

MoneySteps

  • 0/5 (0 reviews)

  • Founded 1913
  • Group Sizes Larger than 500
  • Customers Served 10K

About MoneySteps

We operate on three basic values: Personal, Flexible and Trusted. Our associates earn the trust of our customers through forthright communication, by following through on commitments and by providing personal service and guidance, as well as innovative solutions to complex problems.

We offer more than basic employee benefits. We educate, engage and empower. That’s how we help people go beyond better health and greater financial security to increased well-being.

Our Mission is to helping people increase well-being through better health and greater financial security.

Well-being means more than good health. Well-being is the ability to thrive. That goes for businesses and the people who make them successful.
• Financial security paired with healthier habits.
• Programs and communication that engage employees and innovative plan designs that achieve business goals.
• Personal attention that builds trust, as well as insights and analytics that improve benefit plan performance.
• Simplified administration paired with benefits that inspire better health and provide peace of mind.
It all revolves around our belief that better health and greater financial security increase overall well-being. And greater well-being leads to more confident, productive employees and stronger, more competitive businesses. We help people and businesses thrive.

Value Proposition

We combine educational tools and a unique approach to behavior change to increase financial wellbeing by reducing employee financial stress and helping them take control of their financial future.

We believe financial wellbeing can be achieved with access to information, tools and a personalized approach developed with the support of a trusted financial coach. Every individual’s situation is unique. We help people uncover the challenges that may be keeping them from making the progress they want. Then we provide resources, guidance and incremental financial actions that quickly add up, empowering the participant to gain greater control over their finances, be more confident in their decisions, reduce stress and increase their sense of security and financial freedom.

Get More Info

MoneySteps Media

MoneySteps Offerings

  • H&P POINT SOLUTIONS
  • Financial Wellness Programs
    • Financial Coaching Tools
    • Financial Education
    • Financial Coaching

MoneySteps Reviews

MoneySteps Materials

  • lock

    1 Page A120-180.pdf

  • lock

    4 Page Sales A120-178 (10-19).pdf

  • lock

    A120-63 (7-19) MoneySteps White Paper Final.pdf

You must be a registered user of Shortlister to access this
information. Click below to register and download these materials.

MoneySteps Clients

You must be a registered user of Shortlister to access this
information. Click below to register and see this vendor’s clients.

Similar Companies

  • LearnLux

    LearnLux

    • 5/5 (1 reviews)

    Wish you learned about Personal Finance + Benefits instead of parallelograms in school? So do your employees. LearnLux blends robust digital lessons + interactive tools with on-demand Financial Adviso…

    Get More Info

  • Money Experience

    Money Experience

    Part of the family of companies founded by noted Boston tech entrepreneurs Jeet Singh and Joe Chung, Money Experience is an educational technology company addressing the need for personal finance educ…

    Get More Info

  • Your Money Line powered by Pete the Planner®

    Your Money Line powered by Pete the Planner®

    Your Money Line is an employee benefit which provides quick, yet thorough answers to employees’ most personal financial questions. Your Money Line solves and prevents financial problems employers do…

    Get More Info