Start your financial wellness journey
The financial wellness program is designed to provide a basic financial education for financial literacy novices. This program serves as a foundation that can be built upon to reach optimal financial health.
Financial literacy can be a daunting term but its importance has been proven time and time again. With a personalized and expert financial education, you can improve your financial literacy and create your ideal financial life.
Inside the Financial Wellness Program
Upon joining the financial wellness program, you can expect to be matched with a personal Financial Wellness Manager who will guide you and help you identify the financial skills and tools that will best suit your needs. The program will give you the skills and tools to identify and achieve your short-term goals with the ultimate goal of setting realistic and measurable long-term financial goals.
Empeople Financial Wellness Program Process
We have created and curated educational resources that can be customized for your unique financial situation. Financial Wellness program members go through the following steps:
- Step 1: Discovery Meeting
- Step 2: Goal Discovery
- Step 3: Gain Access to Online Financial Tools
- Step 4: Quarterly Follow-Up
Start Your Financial Journey
The benefits of joining a financial literacy program go beyond improved financial health. Being confident and knowledgeable about your finances allows you to build a life of reduced stress and increased happiness.
Benefits of the Financial Wellness program include:
- Personalized support
- Expert financial guidance
- Customized financial resources
- Free financial tools
- Consistent check-ins with your financial wellness manager
- Guided goal determination and goal progress check-ins
Financial Wellness Program Eligibility
Financial wellness program eligibility depends upon your life stage as well as your level of financial literacy. Empeople Members who meet the following requirements are eligible to join the Financial Wellness program:
Contact a Financial Manager Today
If you’re not sure where to start, our financial managers are happy to help. Fill out the form to get a one-on-one virtual meeting with a financial expert who will take a pulse on your current financial situation and help you discover which financial program would be best for you.
"*" indicates required fields