We provide financial wellness programs for the nation’s leading companies.
At Fireside Finances, we believe that every employee deserves to be financially confident. We deliver financial education in an approachable, engaging, and fun manner that your employees will love — and want more of!
OUR WHY
Because everyone deserves financial confidence.
Do you cringe thinking about putting your employees through another boring, stuffy, 401(k) presentation from your plan provider?
Are you overwhelmed with employee questions regarding their money, equity, 401(k) funds, or how the mega-backdoor Roth works?
Fear not! We make learning about money & investing interesting, fun, and we do it in an approachable manner for all employees. Backed by the CFP Professional & fiduciary standard, with no hidden agendas.
Education - with no hidden agenda.
We answer any and all money questions your employees have without selling any products, asset management, insurance, or using any referral agreements. Education is our ONLY product and as a result, we’re darn good at it!
(#humblebrag indeed, but we are just too proud not to share!)
92
Out of 1oo is our average customer satisfaction score
14k
Employees who have taken our workshops (and counting!)
100%
employees WHO said they would attend another workshop
WHAT WE OFFER
Programs customized to your benefit and equity offerings.
Fireside Finances delivers best-in-class live workshops and classes, with the highest Customer Satisfaction Scores in the industry. We run workshops employees actually want to attend and we make learning about your money fun, engaging, and do it in an approachable way. From comprehensive annual programs to multi-week money academies, let us craft a financial wellness program that fits your needs.
COMPREHENSIVE PROGRAM
Our most holistic offering, a comprehensive financial wellness program provides your employees with education throughout the year and through various modalities.
MINI PROGRAM
A smaller dose of financial education or one-time workshop, for companies that aren’t yet ready for a more comprehensive program.
brands who trust us
Our Story
Join us on our mission to bring financial wellness to employees everywhere. Because we all deserve to feel financial confidence.
HOW-TO-MONEY
For employees & individuals looking to level-up their money game.
Confused about your priority of savings and investing? Don’t know an IRA from a 401(k)? Feeling overwhelmed and don’t know where to start improving your money skills? Hop on over to “How-To-Money” to get smart on all things personal finance.