937-608-4254
navygrizman+pri@gmail.com
Plan Your Work
Plan Your Work, Work Your Plan
As a Small Business Owner in the Miami Valley and Dayton area, do YOU desire to improve your employee's lives and financial health which has proven to improve productivity and employee retention? We want to partner with you to do that at no-cost to you or them with our Financial Wellness Workshops. Let us help you with these educational workshops to give solid proven principles and applicable nuggets of truth to help ease financial anxiety and money problems.
Our Services to YOU and Your Employees
Financial Wellness Workshops
We offer a free, in-house education program for your employees with a structured platform to support your existing benefits programs, and does not compete with them. Our workshops can work to reduce or alleviate many of the financial questions employees bring to the human resources department by providing a forum for employees to ask questions.
Financial Needs Analysis
No-Cost in-depth review of a families' financial standing of where they are now and where they want to be with solid path to get there with recommendations to fit their needs and budget. Plus, access to free financial coaches to help along the way with strategies to get them out of debt and on a path to financial independence faster.
Commercial Financial Services
We have Commercial services that can help your small business save money, be competitive, alleviate insurance headaches, and help with commercial legal support. We offer affordable packages that can save you money, and provide protective services when you need them.
Employee Benefit Plans Available
If your small business does not offer employee benefits, then we have access to very affordable plans and programs that will help your business be competitive to increase employee retention and stop losing trained workers to bigger companies.
About Plan Your Work
Small Veteran owned business aiming to provide products, services, and customer service to rival the large companies while providing cost-effective strategies to get it all done. Let us show you how we are different then the rest of the pack with financial consulting that will make us your trusted source.
Small Business Owner FAQ
Why do you offer complimentary workshops?
We believe that once people have all the facts, then, and only then, are they able to make the best decisions. We provide these facts, and then we offer the opportunity for people to sit down with us to apply the knowledge. This is how we create life-long clients and help people.
Do my employees have to buy anything?
There is no obligation to purchase anything at anytime.
How many employees have to attend and how long will the workshop last?
We like to see a minimum of six. The ideal group is between 15 to 30. It depends on the workflow of your company. We prefer 45 minutes to one hour; however, we can do it in as little as 30 minutes. (We have found that people usually have questions, so 45 minutes is better.)
How do I let my employees know about the workshop?
However you get important information out to your workforce. We can provide paycheck stuffers, flyers, and email content if you like to help market it.
Let's talk!

Business Hours

Mon - Fri
-
Sat - Sun
Closed
855 N 3rd St, Tipp City, OH 45371, United States

Contact Us

Share by: