Financial Wellness for Your Team

Give your employees the tools they need to take control of their financial future. Baileyfriends helps your team understand their retirement savings, manage their mortgages, and build lasting financial confidence.

Team members collaborating on financial wellness

Empower Your Employees with Financial Clarity

Help your employees properly plan their retirement with the Roadmap to Retirement Report. Give your employees tools to help them pay off their mortgages in a timelier fashion.

Retirement Planning

Year-by-year projections help employees understand their 401(k) growth and optimize contributions

Mortgage Acceleration

Tools to help employees pay off mortgages faster and save thousands in interest

Financial Wellness

Clear, actionable insights that reduce financial stress and improve focus

Powerful Tools Your Team Will Love

Simple, actionable calculators designed for real-world financial decisions

Retirement Roadmap Calculator

Help employees visualize their 401(k) growth year by year. Shows how employer matches accelerate wealth building and provides clear projections to retirement.

Year-by-year projections Employer match optimizer Growth charts Excel exports

5-Year Early Mortgage Payoff

Empower employees to pay off mortgages 5 years early and save tens of thousands in interest. Shows exact monthly payment needed and provides detailed amortization schedules.

Interest savings calculator Custom payment plans Equity tracking Detailed reports

PMI Elimination Calculator

Help employees eliminate private mortgage insurance faster, reducing monthly housing costs. Calculates timeline to 20% equity and shows how to accelerate the process.

LTV calculations Timeline projections Savings estimates Acceleration strategies

Why HR Teams Choose Baileyfriends

The right benefit at the right price

Affordable for Any Budget

Fraction of the cost of traditional financial advisors or wellness platforms. Get real ROI on your benefits spend.

Fast Implementation

No complex integrations with HR systems. Launch in days, not months. Simple access links for your team.

High Employee Engagement

Tools employees actually want to use. Clear, actionable insights that drive real behavior change.

Privacy Protected

Employee data stays completely private. You get engagement metrics only—no personal financial details.

Usage Analytics

Track adoption rates and tool usage to measure benefit ROI and inform future offerings.

No Long-Term Commitment

Flexible plans with monthly billing. Cancel anytime. We earn your business every month.

Ready to Give Your Team Financial Peace of Mind?

Discounts available for employers. Contact us to learn more about pricing and get started.