Coming Soon! Financial wellness for your workforce
Help your employees feel confident about money - so they can focus on what matters most.
Norsu helps employees make smarter financial decisions by showing them how to get the most out of their total compensation.
Financial wellness for your workforce
Help your employees feel confident about money - so they can focus on what matters most.
Norsu helps employees make smarter financial decisions by showing them how to get the most out of their total compensation.
Show your employees the
full picture
We help your team understand and maximize every part of their compensation - from stock options and HSAs to insurance and retirement plans.
Our financial wellness programs connect your workplace benefits to your employees’ real-life goals, so they can make confident, informed decisions.
Employer support for every stage of the employee journey
Offer Letters
We help candidates understand the full value of your compensation package, from salary and equity to healthcare and retirement.
Onboarding
Speed up the process and let us help support new hires with 401(k) rollovers and enrollments, selecting health plans, and other important benefits.
Equity Compensation
We break down the complexities of ISOs, NSOs, RSUs, and ESPPs, so employees know what to expect when it comes to vesting, taxes, and exercising options.
Open Enrollment
Choosing benefits shouldn’t be overwhelming. We guide employees through plan comparisons, HSA vs. FSA strategies, and insurance decisions.
Offboarding
We support employees as they transition out - whether they’re changing jobs, taking a break, or retiring - with guidance on COBRA, benefit rollovers, and more.
Team Education
We host engaging workshops on real-life financial topics - like saving for college, closing the racial wealth gap, planning for retirement, and more.
Norsu supports your employees through all of life's adventures
Budgeting and Paying Debt
Managing Investments*
Marriage or Divorce
Growing a Family
Major Purchases
Covering Medical Expenses
Understanding Tax Situations
Caring for Aging Parents
Navigating Career Changes
Planning for Retirement
*Full investment management services are available to all employees but there are additional AUM fees paid by the individual employee/client, instead of the employer.
Employee financial wellness matters
Employees Are Overwhelmed
92% of employees are stressed about their finances
Satisfaction is
Low
74% are unhappy with their current employer financial benefits.
Lost Productivity
is Expensive
Financial stress costs
8.1 hours per week +
$200 Billion annually
Financial Stress and Mental Health
72% say financial stress is affecting their mental health.
Sources: BrightPlan 2023 Wellness Barometer Survey; Bank of America 2023 Workplace Benefits Report.
Getting started is easy
1
Start the Conversation
Schedule a quick discovery call to explore your goals and see if we're a good fit.
2
Choose a Plan That Fits
Pick a service package or pilot program - workshops, 1:1 support, or both. We’ll help you roll it out smoothly.
3
Empower Your Team & See the Impact
We deliver the sessions and tools. You get insights into engagement and outcomes that matter.
Meet Eric, Your Dedicated Financial Planner
Eric has a passion for working with clients, taking the time to get to know and understand your situation, then working to find the best solutions to your unique opportunities.
Eric is an Accredited Wealth Management Advisor™, a Certified Personal Retirement Specialist™, and completed his full Financial Planning Certificate Program at Northwestern University.
Prior to founding Norsu, Eric worked for over 20 years in IT. He uses his technology background and financial planning expertise to help automate and organize your financial life.
