The road to financial freedom can sometimes
be intimidating when you don’t know where to start, but you don’t have to
travel it alone. You can start to make little changes and see a big difference
in no time — no winning lottery ticket necessary. Whether your dream is buying
your first home, sending your kids to college, starting a business of your own
or enjoying your golden years watching sunsets, WellCents has the tools and
resources you need to help you turn your dreams into reality. We want to help
employees just like you reach a successful and financially secure retirement by
helping to improve their financial health.
And the best part? The resources
available to you through WellCents are completely free.
From brand-new hires to longtime
employees, WellCents can help you budget your household expenses, pay down
debt, make more informed investment decisions and plan for retirement with
exclusive online and in-person resources, including:
Online resource center
Customized action plans
It’s Easy to Get Started
The first step is completing a
quick and easy financial assessment. You’ll answer a few short questions about
your financial history to establish a starting point on your financial wellness
journey. Once complete, you’ll receive a Financial Wellness Score along with a
customized action plan that identifies and targets your personal needs and objectives.
With this information, you’ll better understand your financial strengths and
areas for improvement so you can actively begin working toward your goals.
Individual answers are kept confidential — only trends among employees as a
group are given to your employer to help develop educational materials.
Different Strokes for Different
We’ll direct you to educational
articles that address your financial priorities. You’ll always have the ability
to contact one of our professionals if you have questions along the way.
Remember, you’re not going down this road alone.
educational workshops with colleagues led by a financial professional in
person. The topics chosen are based on aggregated areas expressed by employees
of your company or organization. Get the professional guidance you need while
discovering how others like you have worked to achieve their goals.
Schedule a one-on-one
meeting with a financial professional mentor via in-person, webinar or
conference call at no cost to you. They’ll work with you to create a customized
action plan and help guide you as you work to improve your financial health.
Copilot for the Journey
All of these great resources are
available at no cost to you. If your roadmap takes you on a new course due to
major life changes, evolving financial conditions or anything else that comes
your way, you’ll have the information you need at your fingertips to make more
informed financial choices.
We all have dreams, and we all have
to do a lot of the same things to achieve them. But with WellCents on your
side, you’ll have the resources and support you need to deal with any bumps you
encounter on the road to your financial freedom.