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. ​
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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.
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