
New Member
Finlotus provides comprehensive financial wellness services as part of employee benefits programs, helping workers develop healthier relationships with money through personalized guidance on money mindset, values-based planning, budgeting, and financial modeling. What distinguishes us is our unique combination of accounting expertise, compassionate coaching, and data-driven analysis delivered through user-friendly tools and engaging education. Our mission is to empower individuals to build stronger relationships with their finances, establish clear money plans, and feel confident about their financial decisions both day-to-day and long-term, ultimately enhancing workplace productivity and employee wellbeing.
Products and Services
As a Finlotus member, your employees receive:
- 1:1 Coaching
- Quarterly Presentations
- Monthly Financial Wellness Brief
- Tools & Resourcs
- Online Self-directed learning
- Discounts on Custom Finlotus Plans
Member Since: 2025