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Full Service Financial Planning To Help Employees Navigate Life Events, Plan For Retirement, and Realize Their Goals

BCM Launch Program

The majority of young adults said a course on money management would have been the most beneficial to their lives post-graduation.
 

If your employees are feeling like they could use some guidance when it comes to finances, they are not alone.
 

We’ve developed the BCM Launch program to help your employees boost their financial knowledge, gain control of their finances, and prepare for retirement.

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Life Event Planning

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With The Gratitude Plan, all your employees have financial support on an unprecedented level. If a major life event occurs that affects an employee financially, they will have direct access to the BCM team for financial advice.

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  • Buying a home

  • Having a baby

  • Getting married

  • Going through a divorce

  • Death of a family member

Student Loan Matching

When faced with a choice of paying down student loans or contributing to a 401(k), many young professionals forego investing in their future until their debt is manageable.  

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With The Gratitude Plan, you as the employer can step in and make contributions to the retirement plan while the employee is making payments towards their student loan. 

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Learn More About Our Planning Benefits

Contact Us

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Contact

Office: 888-369-2261 ext. 804

info@thegratitudeplan.com

Wilmington Office

5807 Kennett Pike

Wilmington, DE 19807

Myrtle Beach Office

10838 Kings Road

Myrtle Beach, SC 29572

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© 2022 By The Gratitude Plan. All Rights Reserved.

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