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

Request a Demo

Or call (866) 675-3751 to learn more.

“Over 70% of US workers admit to worrying about personal finances while at work.”

– MetLife’s 17th Annual US Employee Benefit Trends Study – 2019

“More than 2/3 of employees are more likely to be attracted to employers who offer financial wellness benefits.”

– PwC’s 8th Annual Employee Financial Wellness Survey – 2019