CORE Financial Wellness

Your employees will learn to proactively control their money with the #1 authority in personal finance, Dave Ramsey. The eight video lessons give each participant action steps to build a strong financial foundation, no matter where they are today. This turn-key program is easy to understand, easy to use, and gets the results that you’ve been looking for.

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CORE Wellness Results

CORE was built to get results. We track and report everything you need while maintaining employee confidentiality.

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Take the next step toward improving your
employees' financial well-being.

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Ready to improve your
retirement program?

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We created this program for employees like yours... and companies like yours.

8 Video Lessons

Dave Ramsey makes personal finance fun and entertaining!

  • Saving
  • Money and Relationships
  • Budgeting
  • Debt Elimination
  • Investing
  • Retirement Planning
  • Real Estate and Mortgages
  • Insurance
  • Plus 5 Bonus Lessons!

Other Features

The tools and guidance your employees need to get on track for retirement.

  • Zero-Based Budget App
  • Ask Dave
  • Financial Coaching
  • Trusted Advising