(n): Fi•nan•cial Well•ness
WORD ORIGIN: Invented by Financial Finesse in 1999
A manageable level of financial stress
A lifestyle below their means
Emergency savings fund
No high-interest debt
and estate plan
An ongoing plan to reach
future financial goals
A Financial Wellness program must meet the following criteria to be considered a Financial Wellness benefit, versus financial education or financial advice:
Unbiased guidance with nothing to sell
Delivered as an ongoing process with support
Covers a broad range of financial topics from debt management to advanced estate planning
Personalized to the employee
Integrates all employee benefits
Free and unlimited access for all employees and families
Want to know more about how to build a
true Financial Wellness program?
Explore the first online Financial Wellness course approved for CE Credits.
Learn the best practices and strategies behind the award-winning programs of Nestlé, Viacom, Aetna, and the NFLPA.