Poor Personal Finances is the
 #1 Stressor in America Today

Addressing the Financial Stress Epidemic: Insights and Impacts on
Americans' Well-being and Stability

184M

Americans are stressed about money

84%

Respondents in survey feeling financially stressed

28%

Americans said that financial anxiety made them feel depressed sometimes every month

9/10

Identified financial stability as the most essential charactersitic of having a good perspetive on life

51%

Americans have less than 3 months of emergency savings

$121,000

Median net-worth according in 2019

2.4%

Average savings rate as of November 2022

<100,000

Average 401K Balance in Q3’ 2022

Also, the Advisory Coaching Industry and Personal Finance Apps Do Not Address this Issue Sufficiently

1%

Americans acording to a 2019 CNBC Acornsn poll use Financial Advisors

85%

of Americans are not attractive to financial advisors from an income standpoint under the dominanct AUIM

150-300

Is the average USD per hour cost for a financial coach! Most beleive financial Advisors are too expensive

< 5%

Employees use wellness programs through EAP and many apps focus mostly on spend management

Finmagix Takes a 3-step Approach to Holistic
Financial Fitness

Starting with a consolidated fitness score based on user input

Delivers a detailed report with itemized add actionable suggestions

Not a one-time activity but managed Financial Fitness by You

Finmagix puts YOU in control reducing the dependencies on advisors and/or
expensive methods to set measurable, achievable and meaningful goals

Product Overview

Why FinMagix for Employees?

Employees

Delivers exceptional value 10X value to your employees. YOUR EMPLOYEE is in control of the financial journey
Intuitive to use - no financial expertise required. Holistic coverage
Metrics and goals are Tailored based on user’s specific inputs
Easy to updatebased on life events and evolving financial situations
No PII (Personally Identifiable Information) required - modelling based on user input only
Models developed by highly experienced financial experts
We will never share the user’s data for marketing without the user’s permission

Employer Benefits

Offer the most holistic and only Financial Fitness tool in the industry to your employees
We can roll-out the Financial Fitness Test for your Employees in under a week
Security feature - refer next slide
Easy and rapid onboarding to your Employees Benefits Program
We can customize branding based on your need
Flexible Pricing models

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Poor Personal Finances is the #1 Stressor in America Today