SmartWealth Financial Literacy
A proprietary financial education program designed to empower employees, reduce stress, and improve workplace performance.
A Practical, Action-Oriented Financial Education Program
Financial Confidence Impacts Performance
Financial stress affects productivity, absenteeism, and employee engagement. SmartWealth Financial Literacy was developed to give employees practical tools and guidance they can use immediately — helping them feel more confident about their finances and more focused at work.
At Solaris Private Wealth Management, we have developed our proprietary SmartWealth Financial Literacy, a corporate financial literacy initiative that businesses, from small firms to large corporations, can offer as a valuable employee benefit.
Actionable • Relevant • Personal
SmartWealth Financial Literacy is a structured financial education program offered as an employee benefit to organizations of all sizes. The program combines group education with one-on-one guidance — ensuring employees not only learn concepts, but understand how to apply them to their own lives.Our SmartWealth Financial Literacy program guides participants through essential topics, including budgeting, identifying and automating financial goals, debt management, investing fundamentals, and retirement planning.
4-Hour Financial Education Course
Delivered in an engaging, easy-to-understand format
One-On-One Financial Consultation
Each participant meets privately with a SolarisPWM advisor
What the Program Covers
-
Budgeting & Cash Flow Management
-
Identifying & Automating Financial Goals
-
Debt Management Strategies
-
Investing Fundamentals
-
Retirement Planning Basics
What Employees Gain With Smartwealth
Greater financial confidence
Clearer goals and direction
Reduced Financial Stress
Better understanding of retirement plans
Personalized guidance, not generic advice
What Employers Gain With SmartWealth
Reduced employee stress & absenteeism
Identification of employee financial concerns
Increased productivity and engagement
Improved retirement plan utilization
$3–$4 return for every $1 invested
Strengthening Your Retirement Plan Offering
SmartWealth Financial Literacy is often paired with SolarisPWM’s Corporate Retirement Plans, ensuring employees understand how to use the benefits you provide — maximizing the value of your plan investment.
Is smartwealth right for your organization?
SmartWealth Financial Literacy is designed for organizations that recognize the connection between financial well-being and workplace performance.
This program may be a strong fit if your organization:
-
Employs people at varying income or career stages
-
Sees financial stress impacting focus or productivity
-
Wants employees to better understand retirement benefits
-
Values practical education over generic seminars
-
Seeks a measurable return on employee-benefit investment
SmartWealth helps employees gain clarity and confidence around their finances — while helping organizations strengthen engagement, retention, and performance.
How is SmartWealth delivered?
SmartWealth is delivered through a combination of a 4-hour financial education program and a one-on-one consultation for each participant. The format can be adapted to fit your organization’s needs, whether in person or virtual.
Is this program suitable for all employee income levels?
Yes. SmartWealth is designed to be practical and relevant for employees at all career and income stages — from early-career professionals to senior leadership. The one-on-one consultation ensures guidance is personalized to each participant.
Does SmartWealth replace our retirement plan education?
No — it enhances it. SmartWealth helps employees better understand their entire financial life, while most retirement plan focuses solely on retirement savings.
Is SmartWealth a sales or investment pitch?
No. SmartWealth is a fiduciary, education-first program. There are no product sales, commissions, or obligations. The focus is on education, clarity, and employee confidence.
What results can organizations expect?
Organizations commonly see reduced financial stress, improved engagement, stronger retirement plan participation, and increased productivity — with studies showing a $3–$4 return for every $1 invested.
How do we get started?
Getting started is simple. We begin with a conversation to understand your organization’s goals, workforce, and benefits structure — then tailor the program accordingly.