Supporting Employee Financial Wellbeing
Help employees reduce financial stress and build confidence around money. A “choose-your-own-adventure” playbook designed to support financial wellbeing across your organization.
Key Takeaways from the Playbook
Flexible Focus Models
Choose from Explorer, Adventurer, or Trailblazer levels to build awareness, education, and engagement around financial wellbeing.
Practical, Real-World Activities
Includes challenges and tools like no-spend weeks, savings challenges, financial journaling, and vision boards.
Trusted Financial Resources
Curated apps, articles, videos, podcasts, and tools to support budgeting, saving, credit, and debt management.
Core Areas of Financial Wellbeing
1. Financial Awareness & Budgeting
Building clarity and confidence around spending, saving, and financial goals.
2. Credit & Debt Management
Understanding credit, managing debt effectively, and reducing financial stress.
3. Organizational Support
Ways employers can support financial wellbeing through education, time, tools, and culture.
A Human Approach to Benefits
Watch this 90-second overview on how to support employee financial wellbeing with empathy, education, and practical tools.
Ready to Support Financial Wellbeing?
Download the full 12-page playbook and start building your financial wellbeing focus area.