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NestSTEPS™

NestSTEPS™ by LIGHTHOUSE Real Estate Group, LLC is not just another employee benefit—it's a groundbreaking program designed to elevate your company's offering and support your team's financial wellness in a meaningful way. By integrating NestSTEPS™ into your benefits package, you're positioning your company to attract and retain quality talent.

How does it work? NestSTEPS™ guides your employees through the intricacies of saving for and purchasing their first home, as well as exploring real estate investments to enhance their financial health.

Investing in NestSTEPS™ means investing in your employees' futures, which in turn boosts their job satisfaction, drives loyalty, and attracts high-caliber talent.

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The Market Demands More 

6 in 10

employees say financial stress affects their ability to focus and be productive at work

Source: PwC’s 2023 Employee Financial Wellness Survey (FlexWage Earned Wage Access)

~$1M

in estimated annual cost due to lost productivity for a company with 500 employees (assuming 60% of staff report financial stress)

85%

of companies reported financial wellbeing initiatives had an evident impact on employees' mental, emotional & social well-being.

1/2

of financially distracted employees spend 3+ hours each week dealing with personal financial issues during work hours

60%

of employees are more likely to stay with an employer that provides financial management support

How NestSTEPS™ Works

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Provide Education and Expert Guidance

The program includes six onsite workshops designed to guide employees through the real estate process—from first-time home buying to real estate investing. In addition, employees receive personalized, 1:1 expert guidance throughout their real estate journey, ensuring ongoing support and resources to achieve financial and homeownership goals.

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Accelerate Savings Through Our Innovative Home Savings Plan™

Through our partners, employers and employees are set up with a separate cashflow reservoirs. Both parties have full control of their own interest-bearing accounts. Employees can more effectively manage their savings for future homeownership, while employers can manage their contributions to the employee benefit. 

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Uncover Savings to Fund the Benefit

NestSTEPS™ is designed to save employers money while significantly boosting your benefit offering. Through our partners who specialize in business and profitability strategies, the program is designed to help you uncover new savings, which can be allocated to fund the Home Savings Plan™.

6 Reasons Why NestSTEPS™ is the Ideal benefit

FOR EMPLOYERS
Attract and Retain Talent

This unique benefit addresses homeownership, a key financial goal of many employees. NestSTEPS™ demonstrates your commitment to their long-term stability. It attracts top talent and fosters loyalty, reducing turnover and boosting engagement.

Reduce Cost

Implementing NestSTEPS™ is extremely low-cost—potentially just a few hundred dollars per year. Plus, interest generated on held funds makes the program even more cost-effective.

Full Control of Contributions

Employers manage a dedicated account for contributions, allowing flexibility to align the program with company objectives and maximize employee benefits.

FOR EMPLOYEES

Become Financially Empowered

Employees gain access to expert guidance and educational resources that expand their financial knowledge, boost confidence, and put them on the path to financial security through real estate.

Accelerate Homeownership

With our Home Savings Plan™, employees can fast-track their journey to homeownership, making their dreams of owning a home more attainable.

Achieve Long-Term Stability

By helping employees achieve homeownership, the program fosters long-term financial stability, enhancing their sense of security and loyalty to your company.

Our Partners

Let's Discuss 
Your Next Steps

Fill out the form, or call us to discover how LIGHTHOUSE Real Estate Group can be your trusted partner in real estate and financial success.

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Headquarters:

1316 S. University Ave., Provo, UT 84601

(801) 901-3773

© 2025 by LIGHTHOUSE Real Estate Group, LLC

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