1. Choose Your Package
Select from 30, 60, or 90 coaching sessions based on the needs of your organization.
Your employees bring more than their skills and experience to work. They also bring the financial decisions, responsibilities, and challenges happening in their lives.
Sometimes that means trying to get a budget under control. Sometimes it’s debt, an unexpected expense, a change at home, or simply trying to figure out what to do next.
Providence Financial Solutions gives your employees access to confidential, one-on-one financial coaching so they have somewhere to work through those questions with practical support.
59% of employees say they’re currently stressed about their finances.
Financial stress doesn’t necessarily stay at home. It can affect how people feel, think, and engage throughout their day.
Your employees can find financial information almost anywhere.
The harder part is figuring out what applies to their life, their circumstances, and the financial decisions they’re facing right now.
PwC’s 2026 Employee Financial Wellness Survey found that employees overall prefer personal interaction when seeking financial guidance. The research also points to financial coaching being most effective when it is personal, flexible, judgment-free, and responsive to individual circumstances.
That’s exactly what Providence is designed to provide.
Your employees get access to confidential, one-on-one financial coaching where they can bring the financial question, decision, challenge, or goal that’s actually in front of them.
They don’t have to fit their situation into a predetermined program. They don’t have to have everything organized before they begin. And they don’t have to figure out on their own which piece of financial information applies to them.
They bring what’s happening in their life. We help them work through it.
Financial wellness is increasingly becoming part of the relationship employees have with their workplace.
26% of workers said they were looking to their employer for help with near-term financial needs, including emergency savings, debt, and overall financial wellness. That’s twice the percentage reported in 2023.
That doesn’t mean your company needs to become your employees’ financial advisor.
It means you can give them access to someone who can help.
Providence Financial Solutions allows you to provide professional, one-on-one financial coaching while leaving your employees’ personal financial decisions where they belong: with them.
Providing financial coaching isn’t only an investment in your employees. There can be a business reason for providing it, too.
In Bank of America’s workplace research, employers providing financial-wellness resources reported:
89% — more satisfied and engaged employees
86% — greater employee retention
84% — greater employee productivity and performance
Those outcomes matter to the people responsible for building and maintaining a strong workforce.
Providence gives you a practical way to contribute to your employees’ financial well-being without requiring you to build another large financial-wellness program.
You can pay for the coaching without becoming involved in your employees’ finances.
Employees meet privately with Providence and decide what they want to discuss. Their personal financial information and coaching conversations remain private.
Employers may receive appropriate administrative or program-level information where applicable, but not the substance of an employee’s private coaching conversations, except where the employee authorizes disclosure or where disclosure is required or permitted by applicable law.
You provide the opportunity. Your employees decide what to do with it.
Select from 30, 60, or 90 coaching sessions based on the needs of your organization.
Once your coaching is set up, we’ll provide your employees with a simple way to schedule their sessions directly with us.
We’ll work with them privately to address any financial questions or concerns on their mind and provide practical actions they can use right away.
You don’t necessarily need another large benefits platform or comprehensive financial-wellness program to give your employees access to financial help.
With Providence, you purchase a defined amount of one-on-one coaching capacity based on the needs of your organization.
Your employees get individualized support.
You know what you’re providing and what it costs.
Recommended for organizations with up to 10 participating employees.
Recommended for organizations with up to 20 participating employees.
Recommended for organizations with up to 30 participating employees.
If your organization has different needs, let’s talk about what you’re trying to provide and determine an appropriate amount of coaching capacity.
Financial questions don’t always require another website, video, worksheet, or benefits portal.
Sometimes people need a conversation.
Give your employees access to confidential, one-on-one financial coaching they can use to understand what’s happening, consider their options, and decide what to do next.
The use of this tool is provided for generalized informational and illustrative purposes only. The tools offered on this site are designed to provide accurate information, but your individual situation may necessitate analysis of additional factors not accounted for by this site or its tools. When making decisions regarding financial transactions or considering the information provided by this tool, you should consult licensed professionals. Providence Financial Solutions, and its affiliates, do not provide legal, accounting, insurance or other professional advice. The information generated by this tool depends upon the information you supply and therefore we do not warrant any results or information generated by this tool. The information you supply may be stored and used to offer you products or services we think you may like. By using this site and its tools you represent and warrant that you are not using this site for any unlawful or illegal purpose.
The use of this tool is provided for generalized informational and illustrative purposes only. The tools offered on this site are designed to provide accurate information, but your individual situation may necessitate analysis of additional factors not accounted for by this site or its tools. When making decisions regarding financial transactions or considering the information provided by this tool, you should consult licensed professionals. Providence Financial Solutions, and its affiliates, do not provide legal, accounting, insurance or other professional advice. The information generated by this tool depends upon the information you supply and therefore we do not warrant any results or information generated by this tool. The information you supply may be stored and used to offer you products or services we think you may like. By using this site and its tools you represent and warrant that you are not using this site for any unlawful or illegal purpose.
Use this free tool to get an overview of your financial picture and see where you stand.
It’s quick and easy and you can print your results once completed.