Add PlanWell to your benefits package

Did you know that 46% of workers spend three or more hours during the workweek dealing with or thinking about financial issues? And that 52% of workers are stressed about their finances?

Introducing the Employee Financial Wellness Program that makes sense (and dollars)

Gone are the days of pension plans. Today, caring for your employees' overall well-being is not just a trend, it's the wave of the future. When you add PlanWell as a benefit to your employees, you'll be investing in their financial future as well as company productivity.


Helps to attract and retain top employees

Financial wellness programs are an added value you can easily fold into your benefits package to help you stand out when recruiting or retaining employees.

Cost effective

While implementing larger 401(k) programs often require a big investment of time and money, PlanWell is designed for start-ups and small to mid-sized businesses to be efficient and cost-effective.

Engaged and satisfied employees

When you offer a financial wellness program, you’re able to equip your employees with the financial education tools that they need. On average, employees see a decrease in their stress, allowing them to be more engaged and fulfilled in and outside of their job.


Is PlanWell easy to implement?

Yes! We’ll be there to help every step of the way. You’ll notify your employees of the program by email and we’ll take it from there. McKay will provide all necessary materials to get your employees going and host an onsite enrollment session. We’ll handle scheduling each employee’s financial planning appointments, too.

What’s included in PlanWell for my employees?

Employees will each receive a Risk Tolerance Assessment, Initial Consultation, and an individually tailored Financial Plan. They’ll also get a monthly e-newsletter subscription and ongoing support from a dedicated McKay financial advisor throughout the financial planning process.

Will McKay Wealth Management Group give me updates on how PlanWell is going?

Of course. As the employer, you’ll receive a list of participating employees each month. We’ll also provide you with quarterly utilization reports detailing your company’s usage of the program.

How do I get my business signed up?

Reach out to us! We’ll send you a Financial Planning Services Agreement to sign that details the ins and outs of PlanWell. Then, we’ll schedule a convenient time to come to your business for an on-site employee information and enrollment session.

How does payment work?

Each month, you’ll receive a list of employees currently participating in PlanWell to review. We’ll make any changes needed. Then your company will be charged per enrolled employee via ACH transfer. It’s that easy!

What if my employee wants to cancel PlanWell?

The employee simply provides written notice to us 30 days prior to when they want to cancel. Depending on where he/she is in the financial planning process, your company may be responsible for a portion of the remaining costs. Please check the Financial Planning Services Agreement for all the cancellation details.

What happens if an employee leaves or is terminated while enrolled in PlanWell?

Your business won’t be responsible for any additional fees for that employee. Losing an employee is hard enough as it is.

My business isn’t quite ready for PlanWell. Do you offer one-time financial education sessions for employees?

Absolutely! Our fee for an on-site financial education session is $250 per hour.

Contact Us

  • 2920 West Broad Street, Suite 208
  • Richmond, VA 23230
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