(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 with no high-interest debt
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 – No product sales channels
Delivered as an ongoing process
Cover all aspects of financial planning from debt management to advanced estate planning
Personalized to the employee
Integrates all employee benefits
Free and unlimited access to all employees
Financial Wellness is…
simple, personal, unbiased, unlimited, guidance, coaching, holistic, a benefit, ongoing, comprehensive, a lifestyle, multi-channel, life changing.
Financial Wellness is NOT …
financial services, advice, generic, education only, biased, a sales channel, expensive, sporadic, exclusive, online only.
Want to know more about how to build a
true Financial Wellness Program?
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