Pricing

Simple pricing.
No quiet line items.

Sold to employers as a benefit. Employees always get access free. No IT integration. No long-term contracts required.

Professional

$ 8 per employee / month

Up to 300 employees · billed annually
Or $10/employee/month — no contract, cancel anytime

Get started
EVERYTHING INCLUDED
  • Financial health score (0–100)
  • 9-step personalized action plan
  • W-4 & tax withholding guidance
  • Retirement outlook & retirement forecast
  • Career-specific insights (teachers, government, private sector)
  • Insurance & estate planning gaps
  • Employer participation dashboard
  • Aggregate workforce wellness metrics
  • Quarterly employer impact report

Enterprise

Custom pricing for large teams.

300+ employees · Everything in Professional, plus custom onboarding, dedicated account manager, white-label options, and bespoke reporting.

Contact us
WHAT WE DON'T CHARGE FOR
✕ Setup or onboarding fees
✕ Per-report charges
✕ IT integration or support costs
✕ Employee charges (always free for them)
✕ Data fees or usage surcharges
How we compare

Less time, less surface area, more outcome.

FinancialCheq
EAP add-on
Traditional advisor
Time to roll out
5 minutes
2–6 weeks
1–3 months
IT integration required
✕
✓
✓
Per-employee monthly cost
$8
$22+
$45+
Personalized action plan
✓
✕
Sometimes
Aggregate employer dashboard
✓
✓
✓
Personal data shared with employer
✕
Sometimes
✓
Time-to-value for employee
10 min
Several hours
Multiple sessions
Common questions

Straightforward answers.

How does billing work?

We bill per active employee per month. You choose annual (at $8/employee/month) or monthly (at $10/employee/month). No minimum commitments on the monthly plan.

What counts as an active employee?

Any employee who has access to the enrollment link. We don't charge per report generated — just per employee enrolled in the program.

Can employees use it more than once?

Yes — employees can complete a new assessment any time their situation changes. Many employers run it quarterly or annually as part of open enrollment season.

Do employees pay anything?

Never. FinancialCheq is purchased by the employer as a benefit. Employees always get access for free — the report, the action plan, all of it.

What does IT integration look like?

There is none. You share a link with your team. That's the entire setup. No SSO, no HRIS connection, no data feeds required — by design.

Ready to start?

Give your team a financial cheq-up.

We're actively onboarding pilot companies. Setup takes 5 minutes — share a link, your employees get their report.

Schedule a pilot call View sample report