LegacyOne Employee Benefit Program

Why It Matters

Financial stress is one of the top contributors to lost productivity, absenteeism, and employee turnover. By offering LegacyOne’s financial coaching as part of your benefits package, you give your team tools to manage debt, build savings, and create long-term financial stability. That means more focus at work, stronger morale, and healthier households.

Program Overview

Access Tiers

  • Community Access (Employer-Sponsored)

    • Employers sponsor or subsidize entry-level access for employees.

    • Focused on practical foundations: budgeting, debt reset, credit rebuild, and basic saving/investing.

    • Flexible cadence (monthly or bi-weekly coaching).

  • Standard Access (Employee Upgrade Option)

    • Employees who want more intensive support can upgrade.

    • Includes deeper planning around retirement, long-term wealth strategy, and accountability coaching.

    • Priority scheduling and extended session formats.

What Employees Can Expect

  • Private, 1:1 Coaching — Sessions are confidential and tailored to each employee’s needs.

  • Actionable Planning — Employees leave with a clear plan for debt, credit, savings, or investment basics.

  • Accountability & Support — Regular check-ins via coaching sessions and email.

  • No Commissions, No Sales — LegacyOne is an education-based coaching service, not a financial product provider.

How It Works for Employers

  1. Choose Coverage Level — Decide whether to sponsor Community Access for all employees, partially subsidize, or offer group workshops.

  2. Promote to Staff — LegacyOne provides branded materials for employee onboarding and program awareness.

  3. Track Impact — Employees gain coaching, and employers see improved retention and morale.