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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As economic uncertainty rises, 81% of employees feel they must accelerate their financial planning efforts to make up for lost time*
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Two-thirds of employees say financial stress is negatively affecting their work and personal life*
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Nine in ten employees believe workplace financial benefits are essential to reach their financial goals*
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Fewer than 2 in 3 employers
offer employee guidance on how to save for emergencies**
*Morgan Stanley State of the Workplace 2025 Financial Benefits Study
**Bank of America 2025 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.