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Wealthy Healthy Wise

Wealthy Healthy Wise

Everyone has unique goals, ambitions and dreams. You take care of yourself so you are able to make the most out of life. Winthrop Partners believes that in order to maintain this happy and healthy lifestyle, fiscal fitness is as important as physical fitness. That’s why we’ve developed Wealthy Healthy Wise – a program to help you gain the freedom to spend your time and hard-earned money on what truly matters to you, while strategically investing in a financially independent future.

Money is a responsibility and complicates life. And money is also very personal. Whether it is earned or inherited, money is not easily replaced. Most every life goal has a dollar value attached to it, even the most heartfelt ones. Our workshops provide individuals and/or employees with the skills necessary to effectively manage money in order to reach their aspirations and goals. Participants discover the financial balance it takes to live and to dream. They also discover how to have a healthy financial future without compromising the lifestyle of today.

As the famous quote reads,
“Give a man a fish and you have fed him for today. Teach a man to fish and you have fed him for a lifetime.”

Wealthy Healthy Wise workshops provide the tools to be able to make financial decisions with confidence for a lifetime.

Two Ways to Participate

Gaining Balance

Lighter sessions for shorter time frames, such as in a lunch-n-learn setting, a friend or family patio party, or a wellness center class, these sessions cover the essentials of budgeting and debt management concepts, learning to spend in the proper order and manner, and establishing and projecting goals in order to save toward them.

Join us for Wealthy Healthy Wise, and discover the steps toward creating a plan that is driven by your priorities and a reflection of who you truly are.

Wealthy Healthy Wise workshops for:

  • Stress reduction and finding inner peace as well as household harmony
  • Detoxing the wallet
  • Planning for new additions to the family
  • Newly independent women moving forward
  • Taking care of your needs while starting a business

For Wellness Centers

Winthrop Partners is passionate about providing financial education so that people may not only fulfill their aspirations and goals, but also make appropriate financial decisions for their lifetime, giving them the skills they need to effectively manage their money and in turn, reducing the stress that causes illness, anxiety, missed work and despondency.

With Winthrop Partners, Inc. as your partner, we add the financial insight to the physical and spiritual elements necessary to create a complete and healthy lifestyle.

Gaining Knowledge

For Employers and Groups

More detailed interactive workshops for employers and other groups, these sessions cover all personal money management issues, including budgeting, cash flow analysis, education planning, retirement planning, estate planning, investments and company benefits. They are not intended to replace the administrator, but to enhance the work done by these other professionals and fulfill the employer responsibility toward ERISA requirements.

Through a nationally developed program, Winthrop Partners can help your company maintain a competitive advantage by addressing the work-life issues your employees face every day. The benefits that come from providing your employees with the knowledge to become successful personal financial managers include:

Bringing Value to the Company and the Human Resource Department:

  • Increased productivity
  • Increased employee retention
  • Increased understanding, appreciation and participation in retirement and company benefit programs
  • Reduced human resources’ administrative costs
  • Reduced absenteeism
  • Reduced Social Security payroll taxes
  • Potentially reduced exposure to future litigation, under ERISA 404(c)
  • Increased retirement readiness
  • Financial preparedness for an employee’s early retirement.

Our Wealthy Healthy Wise financial wellness program:

  • Offers proven, flexible, readily available financial curriculum
  • Is an educational program with no solicitation
  • Offers extensive and proven-effective teaching resources
  • Employees learn how to calculate the necessary retirement income, determine insurance needs, understand their plan investment options, and plan for an efficient distribution of their estate
  • Can offer customized and/or private label programs
  • Offers a unique, interactive approach
  • Has the goal of making each participant his/her own financial manager
  • Forms the basis of a personal financial plan
  • Provides participants with an action plan takeaway specific to their own personal situation

The Programs

Money Concepts

Designed for individuals who need to learn the fundamentals of money management – setting goals, organizing data, managing cash flow and taxes, planning retirement, and integrating company benefits.

Ideal Candidates: Those who are struggling from paycheck to paycheck, young employees who may be more concerned with buying a car than retirement, or employees who are facing early retirement or a severance package.

Money Basics

Designed for individuals who desire to learn all aspects of personal money management and to develop their own financial plan - money concepts as well as evaluating insurance plans, funding education, understanding investment options, planning their estate, and putting it all together.

Ideal Candidates: Those who desire to put their life in order, and other programs are too basic; those individuals who are at a point in life to be concerned with more advanced topics such as estate planning or evaluating insurance.

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