Financial Wellness

Many companies are expanding the ways they support their employees’ wellness—incorporating financial, emotional, mental wellness, and social determinants of health considerations into their more common health and fitness programs.

Financial wellness is an important facet of holistic well-being because financial stress can negatively impact other dimensions of well-being.

While most employers and health plans are focused on the investments and benefits-side of financial planning, we focus on the fundamental and immediate needs encompassing your employees’ financial wellness. We provide an assortment of resources and educational materials on relevant topics, including how to spend less than you earn, ways to save for emergencies, and planning for your financial future. The goal is to help participants reach their specific financial goals and help improve their overall well-being.

Financial stress is a major concern for much of the population, especially for younger generations. According to a 2019 PWC Employee Financial Wellness Survey, 65% of millennials reported being stressed about their finances, with one-third of all employees reporting being distracted by personal finance issues while at work. This financial stress can impact employees’ workplace engagement and productivity.

Our financial wellness programs help organizations support their employees in improving their financial wellness through initiatives and tools designed to educate, motivate, and incentivize healthy financial behaviors. These programs are beneficial at the individual employee level, and also contribute to a healthier, more productive workplace environment as a whole.