Financial Wellness Benefits

And Why Your Company Needs Them

How Financial Stress Affects Employees:

Employees say that financial stress/money worries have a severe or major impact on their…

Mental Health

34%

Sleep

33%

Self-Esteem

30%

Physical Health

23%

Relationships At Home

21%

Productivity At Work

18%

Attendance At Work

15%
Source: 2022 PwC Employee Financial Wellness Survey, Base of 3,326 full-time employees

How We Help

Budgeting Tool

Simplify the steps to save more

Snapshot Tool

Empower clarity, insights, and growth

Education

Learn the keys to financial health

How It Helps You

Drive Culture

Improve Retention

Increase Productivity

My Financial Snapshot is about more than just dollars and cents.

We meet your employees where they are, to help build long-term and healthy financial habits along the way.

Business Details

  • Low-Cost Benefit
  • Simple Onboarding
  • Helpful Support

Interested in Learning More?

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