Effective financial wellness programs are in demand and more important than ever.
According to the Consumer Financial Protection Bureau, financial well-being is the extent to which your financial situation and money decisions provide you with fiscal security and freedom of choice now and in the future.
Effective financial wellness programs can help your people build the right financial wellness habits necessary to achieve financial well-being. Having adequate financial resources is critical to one's overall mental and physical health, and can impact a person's performance academically, professionally, athletically, and/or socially.
Americans are struggling to manage their finances and want help
70%
of Americans are stressed about their finances CNBC Survey (April 2023)
70%
of Americans said learning about financial health is a priority and would accept help Empower Survey (2021)
52%
of Americans say that money has a negative impact on their mental health Bankrate Survey (May 2023)
58%
want services to help them navigate their personal finances
54%
want personal finance awareness and education both now and after graduation
41%
want learning events (e.g., workshops, seminars, courses) that teach them about personal finance
Gen Z is very concerned about not having enough money, and they demand financial literacy help from their college institutions.
So we know you need to focus on delivering results...not just seminars
Solution Offerings
At Next Game Advisors, we bring together the top brands in financial tools and services to make it easier and more cost-effective for you to deliver a financial wellness program that gets real results for the people you serve.
We can help you integrate specific solutions into an existing program, build a new program, and/or manage your program from end-to-end.
Financial Literacy Solution
Through our partnership with Financial Finesse, we integrate an omni-channel solution with your existing resources
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Live financial coaching line with CFP® staff, via chat and phone
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AI-based, virtual coach provides personalized action plans
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Live monthly webcast on relevant personal finance topics
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Monthly emails w/links to relevant resources
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Online financial well-being hub to centralize access to all resources
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Online NIL financial certification course for student-athletes, NIL Long Game
Program Consulting
We work with you to ensure your financial well-being program is efficient, scalable, and delivers results for your people
Strategy
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Overall program strategy development
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Program performance metrics development
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Experience design
Operations
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Execution roadmap development
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New tools identification and evaluation
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Process and experience development
Program Management
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Analysis and reporting
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Program marketing support
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Continuous improvement and process management
Tax Education/Filing Solution
As an Intuit TurboTax® Channel Partner, we can provide
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The most competitive discounts on TurboTax products
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Live Full Service - expert does your taxes; year-round tax advice
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Live Assisted - experts help you as you do your taxes; year-round tax advice
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TurboTax - do your own taxes using TurboTax software
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An online tax education hub with education, information and access to resources
Managed Service
We'll run your financial wellness program from end-to-end, in partnership with you, including
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Designing a program that enables financial well-being and operates within your constraints
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Executing the design strategy, integrating new and existing resources to maximize impact
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Ensuring the program operates efficiently and delivers the desired results for your students/members through effective program management
Our Partners
We work with industry-leading corporate partners to deliver individualized financial well-being solutions at scale
Intuit TurboTax®, the #1 best-selling tax preparation software in the U.S., provides online tax preparation services for people to access experts to prepare and file taxes for them, or do their own taxes, helping people get the maximum refund they deserve.
Financial Finesse, the country's leading independent provider of unbiased workplace financial wellness coaching programs, is also able to service students enrolled in collegiate institutions around the country. With highly personalized and ongoing one-on-one coaching from CFP® professionals, AI-powered virtual coaching, live workshops, webcasts, educational tools and content, Financial Finesse has worked with millions of employees across tens of thousands of organizations to build better financial lives for themselves and their families.
QuickBooks® keeps everything organized and in one place so you're tax ready all the time. Easy-to-read reports and dashboards help you make smarter business decisions. 98% of customers agree it's a simpler way to manage their business. Access QuickBooks from the web or your mobile devices, making it simple to send invoices, save receipts, and add expenses when you're on the go.
Intuit TurboTax® and QuickBooks® are registered trademarks of Intuit, Inc., used with permission