Financial Wellness

financial wellness adviser using tablet

Empower employees to ease their concerns about personal finances.

What is Financial Wellness?

Financial Wellness is a personalized financial wellness program aimed at increasing employees’ literacy and reducing stress. The highly interactive, online platform educates and empowers employees to take control of their financial situation by providing access to content and tools, including:

  • Financial Wellness Checkup
  • Financial Capability Courses & Modules
  • Personalized analysis and action plans
  • Behavioral assessment (Your Money Personality)
  • Interactive tools, calculators and simulators
  • Videos, infographics, articles and webinars
  • Personalized Member Dashboard

Why Offer Financial Wellness?

We Help Employees:

  • Reduce stress
  • Improve financial literacy
  • Take positive actions towards achieving financial goals

We Help Employers:

  • Increase employee morale and productivity
  • Reduce costs related to workplace distractions, absenteeism and stress
  • Attract and retain talented employees