Helping your people feel confident with their money—while simplifying your role as an employer.
Financial Wellness Program for Employees
At Lock Wealth Management, we believe financial wellness isn't just about retirement accounts. It's about helping people make better everyday decisions with their money—and empowering employers to support their teams without the burden of becoming their financial sounding board.
We offer a modern, scalable financial wellness benefit that supports employees at every income level. It’s simple to implement, easy to understand, and designed to make a meaningful impact across your workforce.
Our 3-Pillar Program Includes:
Financial Health Software -Each employee receives personalized access to an interactive tool that tracks key financial metrics like savings rate, debt-to-income ratio, and financial independence readiness.
Unlimited 1-on-1 Coaching - Employees can book private sessions or message us anytime with personal finance questions—whether it's about budgeting, debt, saving, or investing. No caps, no hourly billing.
Weekly Financial Education - A 52-week email series delivers timely, bite-sized financial tips tied to real-world planning milestones, helping employees stay engaged and informed year-round.
Family-Sponsored Coaching: Looking to support the financial well-being of someone outside your business? We offer a standalone coaching option for business owners who want to extend financial guidance to a child, grandchild, or former employee. This includes personalized support, planning tools, and one-on-one access to a CFP® professional—delivered with the same care and clarity we bring to our corporate clients.
Retirement Plan Consulting and Fiduciary Support
While our financial wellness program addresses everyday financial stress, our corporate retirement plan consulting helps you build long-term wealth strategies for your team.
We work closely with business owners and HR teams to design, optimize, and manage retirement plans that meet fiduciary standards and employee expectations.
Our Services Include:
• Tailored Investment Oversight - Due diligence on fund lineups, target-date evaluation, and alignment with plan goals.
• Plan Design Support - Guidance on contribution structures, profit-sharing, executive benefits, and plan selection for SIMPLE IRAs, SEPs, 401(k)s, and 403(b)s.
• Vendor and Fee Benchmarking - Comprehensive vendor reviews and cost assessments to ensure efficiency and transparency.
• Fiduciary Risk Management - Support with plan governance, documentation, regulatory compliance, and ongoing fiduciary guidance as a 3(21) advisor. We are also exploring expanded support through 3(38) fiduciary services in the future.
• On-Site Engagement and Education - Individual consultations and group sessions designed to boost understanding and participation in your retirement plan.
Who We Serve
We support mission-driven employers across Atlanta and beyond, with a special focus on healthcare practices, skilled trades, law and engineering firms, charter schools, and growth-stage companies. Whether you’re supporting a few people or even a hundred, we help your employees feel financially confident while helping you lead with clarity and care.
If you're ready to improve employee well-being while reducing stress and turnover, we're ready to help. Contact us today to schedule a conversation about your organization’s needs.
