How It Works:
Getting a trusted financial guide has never been easier
Getting started is simple. There’s no paperwork for your employees to fill out. No books to read. No workshops to sit through. As long as they have a smart phone or computer, we can help.
Employees can access TrustPlus anytime, anywhere
STEP ONE
Your employee starts with one click in a text (or email)

STEP TWO
Employees choose a coach & schedule their first session
Instant financial insights, on-demand
If desired, we can pull up their credit report in advance to give them immediate insights on their financial situation.
STEP THREE
In the first 30-min session, we create a Financial Action Plan
They’ll feel a renewed sense of control in just 30 minutes.
We give your employees a complete view of their finances and a practical, action-based plan to achieve their specific financial goals.

From there, employees stay on track with simple progress-tracking tools...
Everything they need, all in one place
Your employees can log into the TrustPlus app to message their coach, review their progress, create or edit their budget, get reminders, and more.
…and get UNLIMITED access to a coach they trust
Yes, all information shared with our coaches is 100% confidential.
Your employees can feel safe knowing their information will
not be shared with anyone (not even you).
Workers turn to TrustPlus when…

Wage garnishments

Navigating 401k loans
When it comes to 401k loans, we do two things. 1) Our coaches help employees save money over time to cover emergencies. We hope that this will reduce the use of 401k loans, which can negatively impact ultimate retirement balances. 2) When an emergency fund is not enough, or nonexistent, our Financial Coaches will help employees understand their options, the features of a 401k loan, and the costs/risks.

Student loans and credit card debt
Employees are facing record amounts of credit card and student loan debt. Our Financial Coaches are experts on debt management and repayment strategies to help your employees feel in control of their debt—not overwhelmed by it.

Preventing payday loans
Our Financial Coaches help employees prioritize emergency savings and help address the types of scenarios where they might use payday loans. When an employee’s savings are insufficient, a financial coach can help them find a more affordable alternative—often through a local financial institution or online lender. Avoiding payday loans can significantly reduce the stress of high-interest debt.

Day-to-day money management

“For low-income employees, what we’re really trying to do is eliminate as many hurdles as possible. So the fact they could just do it over the phone was definitely appealing.”
— Cami Caudill, Fuel Fund
Getting started isn’t just easy on your employees…
We help you promote TrustPlus to workers all across your organization.

In addition to making our employee onboarding as accessible and easy as we can, we also give you all the branded promotional materials you need to educate your employees about the program and let them know how to get started. Our materials make it clear to your employees that we are a trusted partner of your organization.


We provide unique insights on employee financial health.

We’ve been empowering workers to control their finances for nearly 25 years and are experts on helping workers alleviate short-term financial pressures. We can also help you as an employer by sharing unique insights into workers’ financial health challenges and provide helpful resources, tools, and recommendations on ways you can better meet their needs.
Want to learn more? Contact sales to set up a 15-minute call and see exactly how we roll out the program to your employees
…including how our tools work, offer full details on our pricing, results, and more.