CSi Financial Wellness

What is Financial Wellness?

For employers: financial wellness is defined as a program or set of programs put in place towards improving employees’ financial behavior and outcomes, which in turn affects the wellness of  the business.

For employees: financial wellness is having an understanding and being confident of how their finances can prepare them for their life  changes.


More than 75% of employees live paycheck to paycheck1 

The Problem

Did you know?


of workers spend 3 hours or more during the workweek dealing with or thinking about financial issues. That equates to $5,000 per year in productivity loss. 

Source: PwC's 2016 Employee Financial Wellness Survey

3.5 days

Financially stressed employees are absent on average for 3.5 days annually.

Source: Willis Towers Watson 2015 Global Benefit Attitudes Survey


of employees have had to resign due to financial stress. 

Source: Mercer LLC, Inside Employees' Minds

The Solution

Financial Wellness Delivered

CSi Advisors + Technology is the Financial Wellness Solution

  • Advisors are trained to develop comprehensive short and long term strategies to pursue financial wellness and well-being.

  • Their actions are amplified by software designed with them in mind.

A comprehensive financial wellness program has the power to give your employees the personalized experience they need plus access to human professionals. 

Decisions We Help Employees Make:

Cashflow & Budgeting

Debt Management

Rent vs Buy

Asset Allocation

Insurance Needs

Retirement Planning

Savings Strategies 

Situational Planning

User Features:

Advisor/Coach Chat

Account Aggregation

Financial Consultation

Educational Resources

Online Portal

Email Alerts & Monitoring

More than half of workers are stressed about their finances2

The Reporting

The Overall Financial Wellness Score of your organization is determined by our proprietary wellness assessment. This survey is answered by your employees during the onboarding process and focuses on behavioral finance methodology, the leading indicator of retirement readiness.

*The Overall Financial Wellness Score of your employees is derived from four categories: spending, saving, protection and debt. The Overall Financial Wellness score falls on a 0 to 100 scale


Overall Financial Wellness Score*
This is a hypothetical example and is not representative of nay specific situation. 
1. Source: CareerBuilder 2017 Survey by Harris Poll
2. Source: PwC's 2016 Employee Financial Wellness Survey

900 East 96th Street, Suite 325

Indianapolis, IN 46240

Contact Us Directly:

Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

LinkedIn Logo.png

Have a Question?


Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.