Unlock your financial potential.
Gain key insights into your financial health with our comprehensive assessment.
It takes less than 2 minutes!
The Financial Wellness Experience is designed to give you financial clarity and confidence. The combination of our suite of offerings and our team of professionals will provide tailored advice and an action plan to help you reach your goals. With us, you'll have the guidance to make the right decisions and peace of mind.
The Value of Financial Wellness
Did you know…
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Nearly one-third of employed Americans have less than $1,000 saved for emergency expenses*
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Less than half of employed Americans could meet their basic expenses if they were out of work for an extended period of time*
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More than six in ten working Americans say thinking about their financial future makes them feel stressed, and almost half say worrying about finances distracts them from work**
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Only 42% of employers offer access to financial products or services that help employees***
*PwC’s 9th annual Employee Financial Wellness Survey 2020
**Employee Benefit Research Institute and Greenwald Research, 2020-2021 Workplace Wellness Survey
***Bank of America 2021 Workplace Benefits Report
How It Works
Take The Assessment
The assessment takes less than two minutes to complete, and you are immediately provided with your wellness score. Click here to try it for yourself!
Receive Your Financial Wellness Score
Our comprehensive financial wellness assessment helps individuals evaluate their current financial situation across these five categories: Savings Strategy & Habits Health, Cash & Liquidity Health, Investments Health, Protection Health, and Estate & Legacy Health.
Experience Ongoing Advice and Education
Upon completion of the Financial Wellness Experience assessment, all assessment takers are automatically enrolled in a personalized, bi-weekly ongoing advice and education series, providing structured education and advice aimed at improving their financial wellness.