Financial Wellness Programs Corporate Retirement Consulting
Contact us and discuss your unique needs.
Helping your employees 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.
1-on-1 Coaching - Employees can book 1 private session per year with personal finance questions, whether it's about budgeting, debt, saving, or investing.
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 for $500 per person.
Flat Annual Pricing
Up to 10 employees — $2,500 per year
11 to 50 employees — $5,000 per year
51 to 75 employees — $7,500 per year
Tax Deductibility for Employers
Most companies can write this off at year-end if it qualifies as an employee benefit program, professional development, or wellness initiative under IRS Section 162 (ordinary and necessary business expenses).
• 100% deductible as a business expense in most cases.
• Does not count as taxable income to employees if it qualifies as a de minimis fringe benefit or falls under certain wellness program rules.
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.
Click this link for a free check-up so you can see what it's all about.