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How our process works
Our tried and tested implementation process makes it easy to launch in your organisation.
There is no heavy admin lift or integration work, which means we can launch as soon as you are ready.
Our tried and tested implementation process makes it easy to launch in your organisation.
There is no heavy admin lift or integration work, which means we can launch as soon as you are ready.
We begin with an in-depth conversation to understand your unique needs and goals.
This allows us to assess our compatibility and envision a successful partnership.
After our initial discussion, we work with you and other key decision-makers to gather and analyse essential information, setting the groundwork for informed decision-making about your future financial wellbeing initiatives.
If we determine we are a good fit, we will craft a bespoke proposal outlining our recommended scope of work and associated fees.
This ensures complete transparency andalignment of expectations.
Once we have reached an agreement, we will collaboratively develop a detailed schedule for our financial wellbeing initiative, including clinic dates and communicationstrategies.
With the initial dates agreed we design and deliver bespoke financial wellbeing clinics for your staff and barristers taking every opportunity to learn more about your organisation and how we may better serve your needs.
We regularly review the value we are adding and share this with you. From attendance records, financial confidence of employees, stress.