Financial Wellness Calculator

It’s no surprise that many struggle to achieve financial wellness. Studies show that 71% of those polled sited finances as their number one stressor at work. It's believed that this stress is causing a loss in productivity and efficiency. Utilizing our tool you can learn how financial instability and lower productivity might be effecting your organization.

The Financial Wellness Calculator helps employers understand the complete picture of their staff’s financial well-being by analyzing them on a spectrum of present to future and security to freedom (this is a baseline created by the Consumer Finance Protection Bureau). We are looking to analyze the need of the organization through a qualitative lense.

Though the tool works to analyze the need through a qualitative lense the data is the at it's core. We compare the data with the aggregate and produce a report that shows where you organization stands up against the baseline mentioned above. The data is shared with community partners to offer solutions including both educational and monetary like financial literacy classes and matched savings accounts.

After the evaluation is finished we provide immediate feedback with recommendations and resources provided and existing already throughout the community. All of these can easily be called upon for your organization. After addressing your staff's financial wellness through our tool you can later re-evaluate to see the impact you've provided as well as watch productivity increase.