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The Beans Financial Wellness Essentials Reviews & Product Details

Financial Wellness Essentials supports your entire program with one year of effective financial care. Learners will be introduced to the principles of Money + Life Balance, build their own cash flow plan using a hands-on, evidence-based technique called Visual Financial Planning, receive one year of access to The Beans financial care app, and have access to monthly office hours with trained financial professionals. This course consists of one self-paced learning module that lays the groundwork to break free from financial stress and one live workshop where your staff will create their own visual financial plan. All participants will be mailed a personalized kit with materials necessary for the workshop.

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The Beans Financial Wellness Essentials Reviews (1)

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Gillian R.

Human Resources Specialist

Mid-Market (51-1000 emp.)

6/7/2024

Guest users or non-business users of the software, not included in G2 scores.

"The Beans Works!"

5/5

What do you like best about The Beans Financial Wellness Essentials?

The staff at The Beans have created such a wonderful workshop. It lets the attendees see that financial stress doesn't need to be so prevalent in their lives. The simplest activity of counting beans made the task of money management so much more accessible to the staff. Review collected by and hosted on G2.com.

What do you dislike about The Beans Financial Wellness Essentials?

Everything in the workshop was wonderful.

Giving your point of contact a run down of how the workshop will go, that the focus will be on the staff and that management should refrain from participation would be helpful before going into the workshop. Review collected by and hosted on G2.com.

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