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[Participant Guide] Your Past, Present, and Future, to Financial Wellness


Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years?[1]

Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! Our new participant guide covers the three stages of financial wellness:

  • Paying down debt

  • Paying yourself

  • Paying for your future

Send and share with your employees!

[1] PwC, “Special Report: Financial stress and the bottom line,” September 2017.


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