A new benefit available to Marquette employees this year is free holistic financial planning services through Francis LLC. Employees can meet in-person or virtually with a financial planner for no cost to discuss a variety of money matters including budgeting, debt management and more.
While the holiday season can bring a great deal of joy, it also brings feelings of financial worry and uncertainty to many. With the pressure that many people feel to spend money on gifts, travel and decorations, this time of year can be especially impactful to people’s finances. With financial concerns regularly being one of the top stressors for people of all ages, this can lead to lower mental health.
Some methods to ensure responsible gift spending during the holidays include planning a holiday budget, contributing to a holiday savings account throughout the year, planning and sticking to a gift list without adding gifts or names to the list at the last minute, avoiding credit card use, shopping early to take advantage of holiday deals, and gifting homemade presents instead of store-bought items. As it relates to travel, things like being flexible with dates, staying with friends or family instead of a hotel, and/or booking in advance can help save on holiday travel.
Marquette employees who participate in the Marquette retirement plan have access to free financial planning services through Francis LLC, which can help alleviate some of the financial stresses that arise during the holiday season. The support that the financial planners from Francis can provide includes budget planning, helping build an emergency fund, managing credit, providing guidance on how to make use of other employee benefits like FSAs or HSAs, tax planning, general organization of finances, and retirement planning. They have no investment products to sell, so participants can feel confident that they will receive completely objective advice.
Both in-person and virtual sessions are available. Spouses and partners are welcome to join as well.
Here is how to connect with a financial planner through Francis:
- Visit francisway.com/marquette and click on “Individual Financial Planning”
- Download their free mobile app. Search for Francis LLC on the Google Play or the Apple Store. With the app, you can select a financial planner, begin messaging them and book a virtual appointment.
- Call 866-232-6457
More information can be found on the Franciss financial planning informational page or the My Financial Health page.
