Financial Services

Core Financial Services

 

Care Plus Solutions offers our clients and their employees no cost, 30 minute telephonic consultations with financial coaches in our network. Financial coaches are seasoned financial professionals and licensed CPA’s. Consultations are limited to one per issue.

 

If an employee wishes to retain their coach for additional services, he or she may elect to continue working with their coach at a reduced monthly rate. This service provides the employee with unlimited access to their financial coach and the employee may continue on a month to month basis. This additional offering is convenient for issues such as budgeting and retirement, as these matters often require more assistance than the 30 minute consultation allows.

Tax Preparation and Consultation Component

 

Employees are also entitled to receive one 30-minute income tax planning related consultation per year on each separate tax issue they encounter. Preparation of all personal income tax documents are prepared by a CPA at a preferred rate reduction of 25% from the CPA’s normal fee.

Some examples of financial matters for which employees may request consultation include:

  • Developing a Spending Plan
  • Rebuilding Your Credit
  • Getting Out of Debt
  • Garnishments
  • Tax Levy/Wage Garnishment Resolution Program
  • Pre-Retirement Analysis
  • 401(k) Analysis
  • Home Buying Strategies
  • Mortgage Counseling
  • College Funding Analysis
  • Income Tax Services
  • Student Loan Debt

Additional EAP Services

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