What Is Financial Wellness?

Financial wellness is when you take control of your money so that it doesn’t take control of you.

Have control over their day-to-day finances.

Have enough cushion to handle most financial emergencies.

Are out of debt and able to manage their expenses without swiping a credit card.

Are on track to meet their savings and retirement goals.

Have control over their day-to-day finances.

Have enough cushion to handle most financial emergencies.

Are out of debt and able to manage their expenses without swiping a credit card.

Are on track to meet their savings and retirement goals.

Employees are struggling with their money.

And those money problems don’t just stay at home—they're following your employees into work and hurting your business.

of employers say financial stress is hurting their employees.¹

of employers say COVID-19 had a big impact on employee financial health.²

of employers say their employees are delaying retirement because of money.³

And those money problems don’t just stay at home—they're following your employees into work and hurting your business.

of employers say financial stress is hurting their employees.¹

of employers say COVID-19 had a big impact on employee financial health.²

of employers say their employees are delaying retirement because of money.³