Pocket of Money - The employee benefits broker and group health insurance advisor in Baltimore

Pocket of Money

307 Dolphin St
Baltimore, MD 21217

Practice Areas

  • Employee Perks
  • Financial Wellness

Pocket of Money Overview

Our W.I.S.E. Financial Fitness program will help your employees master financial goals, budgeting, saving money, eliminating debt, and building wealth. 

 

The goal is to remove the confusion around good money management and building wealth. W.I.S.E. Financial Fitness is a literacy and support academy with different tiers to accommodate a member’s learning style, needed level of guidance, and resources.

 

We have a unique algorithm to calculate a W.I.S.E. Score based on specific financial status indicators, mindset, and behavior. Most financial status numbers are based on finances alone. Members can track the increase in their financial fitness by tracking the increase in their W.I.S.E. Score.

 

There are four levels. W.I.S.E. level four is for those who want DIY learning. There are courses, protocols, resources, Q&A sessions with consultants, and a member forum.

 

W.I.S.E. levels one through three pairs a member with a consultant called a money scientist. Senior money scientists will work with members who are business owners or executives to create financial and sales systems to help them grow their businesses and implement personal money strategies for wealth building.

 

Junior money scientists work only with members who are focused on personal finance to establish comprehensive money strategies and money management systems.

About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.


Run a Benefits
Broker Hiring Process

  1. Create a List
  2. Interview the Best Candidates
  3. Make your hire

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