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Moving Financial Wellbeing from Transactional to Relational

Expert Interview:  Moving Financial Wellbeing from Transactional to Relational

Kelli Send, CFP®, M.Ed, Principal, Senior Vice President-Participant Services at Francis Investment Counsel, shares insight into supporting the whole employee through financial wellbeing. Financial wellbeing is more than just the retirement plan. In an effort to support the whole employee, we need to address the question, How do I deal with family and money?

"Financial wellbeing programs should include more relationship than just transactional."-- Kelli Send

 

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