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× Sign In Invest in Financial Wellness Request a Demo Sign in ® offers everything your company needs to succeed with financial wellness today. What is Financial Wellness? Financial wellness is making informed, smart financial decisions and feeling confident about it. It’s taking small steps now to feel more secure about the future. Why Financial Wellness? 71 of employees say that uncertainty about money is the biggest stress they face in the workplace. 1 20 of employees admit they’ve skipped work in the last year to deal with financially-related stress. 1 57 of employees say they believe that financial education boosts productivity . 1 66 of HR professionals consider wellness programs” to be one of the most important benefits they can use to promote engagement. 1 1 Consumer Financial Protection Bureau "Financial Wellness at Work" The ® Financial Wellness benefits program 01. Revolutionary Personalized Platform 02. One on One Financial Coaching 03. Empowerment through Education Revolutionary Personalized Platform ® provides real-time 360° view of your holistic financial picture. Improve spending habits, set budgets, and tackle debt reduction. Keep track of everything: 401k, HSA/FSA, bank account, mortgage, brokerage account, and more. Set goals and track progress to keep moving towards financial security. Empowering through Education Individualized ® education creates confidence and smarter financial decisions. Tailored education treats people as individuals providing relevant content when it matters most. Learn in context. Understand important financial concepts by seeing how they impact your financial situation. Relieve stress by demystifying financial jargon. Understand what’s important and what isn’t. Financial Coaching Unbiased ® coaching and consulting provides guidance and eases financial stress. Reduce stress by providing financial coaching on demand to support employees during difficult financial circumstances. Increase employee satisfaction by providing guidance on important financial decisions. What makes ® different? We’re an independent, unbiased ally helping employees reduce stress, make better financial decisions, and take control of their financial lives. Our combination of targeted education, on-demand coaching, and personalized tools gives everyone in your company access to a financial wellness solution tailored to exactly their needs. $413 saved Increasing Financial Wellness can save $413 per employee each year 3x ROI Every dollar invested in Financial Wellness saves companies up to $3 Contact Us Now Facebook Twitter LinkedIn Sign In Privacy Policy Terms of Service Blog © Copyright 2024 All...