Equipping everyone to make informed financial decisions
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of all doctor's visits are stress related
the average reduction in operation cost per sick day, per employee, when employers offer a financial wellness program.
of all Americans lose sleep over their finances.
Financial IQ Benefits
  • Reduce employee financial stress
  • Increase HR capacity
  • Continuing Education for your Workplace
  • Easily deliver the #1 requested employee benefit
Mission Statement

Financial Wellness for All!

Our Story

The financial service industry has always struggled to reach the general population with high quality, unbiased advice. While some individuals have advisors they can call, most do not. And many of the advisors that work with clients are paid to sell products, so are they truly the best place to go for education? There is always the option of wandering around the internet to find information, all along hoping the information you find is accurate.

Frustrated with this problem, two financial advisors, that happen to be brothers, created Financial IQ. Trusted financial education should not be reserved for the few, everyone needs to have access because we all deal with financial stress.

As the brothers researched and worked to create a solution, they identified others that had tried before them. Unfortunately, many of the solutions sounded good, but were too complicated and required too much time by the user. When was the last time you had an hour available to sit down and focus on a video or workbook about budgeting? Exactly, very few people have that time. Our society moves at a very fast pace and it is time for financial education to catch up. Financial IQ’s approach allows individuals to weave financial education into their daily schedule because we only ask for 2-5 minutes at a time.

Our goal is for Financial IQ to be the foundation of financial wellness and be the first source that people think of to increase their financial confidence and IQ.

Frequently Asked Questions
How is Financial IQ different?

Financial IQ was created in response to every complicated financial wellness program on the market. When is the last time you had 30 minutes available to learn about budgeting? Exactly, very few people do. While many of these programs sound good initially, they have low levels of participation due to the amount of time required by the user. Our innovative approach delivers education in 2-5 minute segments in order to keep employees engaged and coming back for more.
How much does Financial IQ cost?
Financial IQ is the most cost effective financial wellness solution on the market place. All that is required is a low set up fee and a small per employee per month charge. Contact us directly to receive your free quote.
What is my commitment?
Partnering with Financial IQ is a 12 month commitment. We are confident that this will become one of your favorite employee benefits so we look forward to working with you for much longer than 12 months.
Why should I have a Financial Wellness program?
Recent survey’s show that Financial Wellness is the #1 requested benefit. Implementing a financial wellness program allows you to address the leading cause of absenteeism, presenteeism, and low productivity.
How long is the implementation process?
Financial IQ can be implemented within your company in as little as 30 days.
Can Financial IQ be customized?
Financial IQ works with their partners to create custom content that communicates your specific benefit offerings. HR shouldn’t have to carry the full weight of educating employees on all of their benefits, let Financial IQ share the work load.
Let's talk and see how Financial IQ can benefit your company
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