Introducing My CoPilot:
A Compounding Employee Benefit

Employees face daily financial challenges. From student loans, retirement planning, to budgeting, it can be incredibly overwhelming. Many employers offer their employees a wide variety of benefits that are rarely utilized to their full capacity. My CoPilot is your solution: an affordable financial benefit designed to improve employee well-being, engagement, and financial health.

Why Should Employers Offer My CoPilot?

AFFORDABLE AT SCALE


Traditional financial planning costs $2,000-$3,000 per employee. My CoPilot provides expert financial guidance at a fraction of the cost.

BOOST EMPLOYEE PRODUCTIVITY


Financially confident employees are less stressed, more focused, and more engaged at work.

NO SALES, JUST ADVICE


As fee-only fiduciary advisors, we offer unbiased financial guidance—no commissions, no product sales.

REDUCE TURNOVER & INCREASE RETENTION


Employees with financial security and feel like they are being invested in are happier and more likely to stay within the same company.

BUILT ON TRUST


As fiduciaries, we always act in the best interest of your employees.

“Provide your employees with the tools to maximize their benefits and ensure their financial future. Let’s collaborate to create a smarter, financially healthier workforce together.”

Need help?

HOW MY COPILOT WORKS

We provide a combination of group learning and one-on-one financial planning to ensure employees get the support they need to thrive.

SMALL GROUP LEARNING CLASSES

We address fundamentals of financial management along with generalized advice about maintaining good financial health.
  • Cash Flow & Budgeting
  • Employee Benefits
  • Behavioral Finance & Financial Psychology
  • Investing & Tax Planning

ONE-ON-ONE GUIDANCE

We will sit down with your team for a more personalized approach to financial success and create a strategic plan.
  • Debt Management & Student Loans
  • Retirement & Wealth Building
  • Home Buying & Real Estate
  • College Funding for Kids
  • Insurance Planning
  • Estate Planning
This isn’t just another employee benefit—it’s a financial roadmap for life.

Let’s Get Started

Providing financial planning as a benefit isn’t just the right thing to do—it’s a strategic advantage for your company.