Workplace Financial Counseling

Comprehensive resource to free up executives' time, maximize their compensation and benefits and help the company attract and retain top talent.

Companies recognize an increasing need for financial planning resources.

  • The basis of an executive’s financial independence is compensation and benefits.
  • Properly leveraging the company’s wealth accumulation vehicles is key to success.
  • Coordinating taxes, investments, retirement planning, estate planning and risk management with wealth accumulation requires expertise and help.
  • Distractions at work due to financial stresses cost employers productivity and cause attrition.

Looking for a financial counseling program for your company?

Graypoint's team of advisors can help you learn more.

Benefits of Company-Sponsored Financial Counseling for Senior Leaders

Increased Focus at Work

Less time executing personal financial decisions, more time for executives running the business. Over half of HR professionals reported that executives are sometimes distracted at work because of their personal financial situations. 

Mitigate Risk

Risk can manifest in a variety of ways that can damage the reputation of the individual and/or company — especially as it pertains to personal income taxes and investments. An independent, objective advisor serves as a second set of eyes to help the company mitigate these risks.

Consistent and Comprehensive Planning-First Approach

There’s no prerequisite to invest with Graypoint because financial planning is in our DNA. Additionally, “financial planning” can take on different meanings, and often it’s not truly comprehensive. Harness the benefit of consistent advice for your senior leaders when one financial planning firm delivers it, serving as a true independent fiduciary to a company’s executive team. 

Objective Partner and Outlet for a Company’s Human Capital, Finance Teams and Legal Teams

Minimize the volume and type of questions that executives commonly raise, which are better directed to a financial advisor.

Differentiated Benefits Matter

When cash compensation becomes hard to increase, unique benefits that bind executives to the firm’s culture make a big difference. 

Reinforce Company’s Investment in its Senior Leadership 

A dedicated advisor — acting as “personal CFO” — will help increase understanding of executives’ total compensation package, which may lead to higher rates of executive retention.