Client Process Model

At Matheis Financial Group, we believe that understanding each client’s corporate values, business strategies, employee demographics, and long-term goals is essential to designing effective Total Rewards programs.

Our process begins with comprehensive data gathering and a thorough review of organizational processes, people, employee experiences, claims, and administrative practices. From there, we analyze the information to uncover insights that guide our approach—because in our experience, the data always shows the way.

Based on these findings, we develop customized strategic solutions, present recommendations, and help set clear priorities. Once decisions are made, our team leads the implementation, ensuring every step is aligned with your organization’s objectives and values.