Reflections

Why We Created Fi-Care

We developed Fi-Care Financial Wellness with the goal of helping our business owner clients to improve company culture

By Sean Condon, CFP®

The most significant component of employee happiness is also one that’s often thought of as a taboo subject in professional settings: money. But because such a topic is considered off limits, over 50% of employees don’t believe their company cares about them*.

The Fi-Care Financial Wellness Benefits program was developed for forward-thinking business owners who believe in supporting their employees’ financial well-being.

Our Origins

Fi-Care is led by two advisors, Michael Corbett and Sean Condon. We began working together at Windgate Wealth Management, a financial services firm long established in the community for its comprehensive financial planning services and personalized approach.

While working at Windgate Wealth Management, we realized that too many employees believed their company didn’t care about them or their success.

On the other hand, we’d worked with many business owners and knew this wasn’t true. When asking business owners about their number one challenge, their answer was nearly always the same: finding and retaining talent. The problem was that business owners didn’t know how to stand out from the crowd of companies offering plain vanilla benefits that didn’t always make a real impact in their employee’s lives.

We wanted to create a solution to this problem.

Building Fi-Care

We developed Fi-Care Financial Wellness in 2016 with the goal of applying the experience we’ve gained managing families’ wealth over two decades and allowing our business owner clients to provide it to their team as a benefit to improve company culture.

We hope this not only helps the business but also breaks down barriers for employees. In this industry, all too often a financial advisor won’t work with clients who don’t meet an investment minimum. This can be difficult for someone to do on their own without an advisor. It’s a catch-22 because the best way to attain wealth is by having a plan at an early age and benefiting from compound interest.

Through Fi-Care, we can reach employees who might not otherwise have access to an advisor and help set them on a path toward understanding their finances and pursuing their goals.

Discover the Fi-Care Difference

For more than two decades, we have been helping business owners with their personal and professional investment needs.  We understand that employers are constantly seeking new benefits to attract and retain talent, and financial wellness programs are a growing trend. If you’re interested in learning more about how we may be able to help your business, we encourage you to download our whitepaper, The Benefits of Building a Culture of Financial Confidence here. After reviewing it, reach out to us for a complimentary consultation. You can reach us by calling (844) 377-4963 or emailing Fi-care@windgatewealth.com. You can also book an appointment online here.

About Sean

Sean Condon is a wealth advisor with more than a decade of industry experience. He specializes in helping entrepreneurs build a culture of financial confidence by offering their employees unprecedented access to a CERTIFIED FINANCIAL PLANNER™ professional. Taking an owner’s approach, Sean does his best to understand the many elements of clients’ entrepreneurial journeys. He works in a technically competent and caring manner to reduce clients’ anxiety about money issues and serves as a fiduciary by always putting his clients’ best interests first. Learn more about Sean by connecting with him on LinkedIn.

*Source: PWC Employee Financial Wellness Survey, 2016.

 

 

Windgate does not provide tax advice. Consult your professional tax advisor for questions concerning your personal tax or financial situation.  All investments carry some level of risk, including the potential loss of principal invested.

Information here is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed.

First published June 2018.

Email Sign Up