Close

Financial Wellness Plans

Financial wellness problems are not an easy fix. Counseling is, of course, essential but a good plan needs tools that are going to assure overall financial health for a plan member. Countrywide Pre-Paid Legal Services offers counsel in areas such as student loan debt, medical debt, and housing education. We also provide auxiliary services which complement the primary benefits. These are means by which Countrywide adds value to a financial wellness benefit that helps those suffering from money problems in these modern times.

Budget Counseling

Whatever benefit is used; an individual budget analysis is performed to provide information so that the certified counselor from Countrywide can provide better information for the plan member. Recommendations on how to budget and what public or private resources are available will come directly from the budget analysis.

Asset Inventory Management

A person needs to know what he or she has to safeguard financial wellness. We provide an Asset Inventory Document, which allows a person to become better organized. Investments, insurance, bank accounts, and property are better understood, and the means to keeping these assets safe are better recognized.

Debt Management Plan

Once the budget counseling is finished, the Countrywide counselor may recommend a debt management plan to help with payments and perhaps consolidation efforts. While a plan member is involved in the debt management plan, customer assistance and ongoing financial counseling will take place. A fee for this service plan applies, but it is an affordable price.

The trouble people face with financial difficulty does not always step from one source. A person who is having trouble with credit card debt may also be trying to deal with student loans. Older employees may be facing the specter of bankruptcy and just do not know what to do. More is needed besides an FAQ page on the website. Our certified counselors will take the information from the plan services and help find the real problems and develop the right answers.

The client organization is shown all of the various financial wellness options. We explain the value of each one, and how a given option will benefit employees. Yet, we do understand not every benefit is what a client wants. Countrywide appreciates the diversity of the workforce. We know that organizations have different needs based on the employee population. It is why we emphasize choice.

All Countrywide s. offer services are customer-oriented. Our counselors are concerned with helping a person resolve problems and these professionals respect the fact that everyone has different needs. The recommendations we provide are not boilerplate text. Instead, all is geared towards the financial status of the plan member seeking help. Both the individual and any organization can expect to have quality service from Countrywide, which includes courtesy and empathy.

Our financial wellness is a response to the difficulties people are still facing because of the 2008 recession. Coming to the assistance of employees that only shows management cares about people, but also enhances productivity in the work area. We can provide the information necessary to make a full evaluation of our benefit. All a decision-maker needs to do is contact us.

Client Reviews
★★★★★
The legal plan has been a great resource and they commonly align the practice area with the best of the best. I have used this in multiple states and locations for a range of services and have saved 10x program costs. I highly recommend this service and is a great benefit MTM provides us. T. Lucas
★★★★★
I have been able to personally recommend this to a number of our people base on the excellent service and quality advice that I have received over the last two years. I have been able to have a new will drawn up, have received advice and review of real estate contracts both in New Jersey and Florida, and have had occasion, unfortunately, to seek advice on criminal charges filed against one of my teenagers. We were delighted when the charges were dropped, the direct result of the representation of the lawyer I immediately contacted from Countrywide. I will continue to recommend Countrywide based on my personal experience as well as the feedback that I have received from our employees. P. Daniels HR Director
★★★★★
We have offered Countrywide Pre-Paid Legal Services to our employees since 2007. At the time, we were looking for a unique, low cost benefit offering for our employees. I had heard about pre-paid legal services, but must admit, I didn’t think our employees would get much bang for their buck. I was wrong, I was stunned at how many employees actually enrolled in the plan during that first year. Our enrollment continues to be strong and employees rave about the benefit year after year. The plan is simple to administer and Countrywide handle everything in an organized, professional manner. It’s been a very well-received benefit for our employees. J. Magrowski, VP Human Resources
★★★★★
I am very pleased to recommend Countrywide Pre-Paid Legal Services as your legal plan provider. Our benefits philosophy is to attract, motivate, reward and retain the best employees and Countrywide complimented our total rewards package. The set up and rollout of this plan was well organized and quite easy to administer. Countrywide has been easy to work with, has attended our benefit fairs, group meetings and provides us with all communication pieces for open enrollment. J. Kilpatrick Benefits Manager
★★★★★
We made a decision to offer Countrywide Pre-Paid Legal Services as a voluntary benefit to our full-time employees. The benefit was well-received by employees and enrollment has been consistently high. The plan is easy to administer and fully paid at the employee level. Countrywide attends all of our employee fairs, gives an excellent presentation to our employees and they are timely and responsive to our request for information. From an HR perspective, I can highly recommend this service to any company looking to enhance their employee benefits package with quality choices while keeping costs manageable. S. Phillips, VP, Human Resources
Contact Us