A financial EAP program that’s designed to be simple

We provide an introductory course and workplace training that is designed to help employees with the basics of personal finance.

We focus on the following areas:

• Financial personality
• Values and goals
• Debt reduction
• Improving your credit scores
• Savings and investments
• Setting up and maintaining a spending plan

A typical program involves the following components:

Review of employer goals

Storing Treasures will set up an introductory meeting that allows for an understanding of the organization and the goals that the company wants to achieve. We will then provide a specific program tailored to those goals.

Introductory meeting

Initial meeting with employees to cover financial personalities (fun, engaging way to introduce program) and training on utilizing the Financial EAP process.

Workplace training

Employer has the option of including “lunch and learn” sessions with the employees on issues such as debt reduction, goal setting, setting up a spending plan, etc.

Employee assistance

Employees connect with Storing Treasures through chat, email or phone for specific financial coaching. In addition, employees have access to STAFF — an online automated financial program designed to help families improve their financial organization.

Reporting

All specific questions are private and confidential. Employers receive general reports regarding usage, types of issues addressed, and employee satisfaction.