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A CFO's Guide to Financial Wellness


When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about personal finances or dealing with them at work.[1]


A financial wellness program is a soft benefit, so if you feel anxious about offering this benefit, you’re not alone. There are a lot of questions to consider:


  • Will employees be engaged in the program?

  • Will productivity improve?

  • Will turnover decrease?

  • Will this program improve our balance sheet?

  • And, more importantly, how to measure ROI?


Here’s your CFOs Guide to Financial Wellness


Plan Sponsor Guide - A CFOs Guide to Fin
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