Attract and retain top talent with a tailored Employee Benefits plan.

Coastal Financial partners with business owners to develop a comprehensive financial planning package designed to increase employee satisfaction and create long-term value. Our tailored solutions are custom-built for each business and employer, covering a variety of areas such as business planning, employee financial objectives, and financial wellness initiatives.

Our Personal Finance Concierge program is an industry-new, holistic financial planning service for employees. Fact: 92% of employees feel financial stress, which negatively impacts retention, attraction, and productivity.*

Our Personal Finance Concierge Program can help:

• Attract talent as an industry-new service.

• Increase retention and reward employees for their tenure.

• Maximize appreciation of your current compensation & benefits offerings.

• Increase productivity and lower average employee costs.

Click here to discuss how easy it is to begin.

* Fast Company, May 2023 
PwC, 2022 Employee Financial Wellness Survey
**Some health insurance products offered by unaffiliated insurers
***Coastal Financial does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.