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Employee Financial Wellness Program

Helping small business owners create valuable benefits to their employees to help towards their financial well-being.

“No matter your income, wealth, or situation, everyone needs a plan.”

Helping others is the secret sauce to a happy life. Bethesda, MD Investably LLC

Independent RIA Bethesda, MD Investably LLC

Financial Health Monitoring

Monthly monitoring and accountability on financial health vitals indicators

Remote Practice Bethesda, MD Investably LLC

Complimentary Estate Plan

Create and maintain your documents powered by the intuitive platform, Wealth.com

Flexible Custodian Bethesda, MD Investably LLC

College or Debt Optimization

Annual analysis to help employees address biggest past or future debt pain point

Financial Health Vitals

 Ongoing monthly monitoring of a set of financial indicators provide a       clear view of employee's financial health vitals to help with confidently  answering:

  •   Are you taking the right amount of risk?
  •   Do you have the right mix of assets?
  •   How much wealth do you need to sustain your retirement?
  •    Are you using your income wisely?

Create, Visual, & Manage Dynamic Estate Documents

A comprehensive digital estate planning solution, to help employee with creating their estate documents at no cost while a client of Investably.

Choice of College Savings or Debt Savings Analysis

Annual analysis in addressing employee's biggest financial pain point i.e. selection of either college savings or debt optimization analysis

Service Fees for Employee's Financial Wellness Program 

Onboarding Fee


Note: Applicable initial one-time; not recurring

Monthly Flat Fee 


Note: Applicable to small business with under 20 employees

Per Employee  

$36 |Monthly

Note: Applicable to small business with 20-100 employees

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