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:
·
Educational workshops
·
Online resource center
·
One-on-one meetings
·
Financial goal-setting
· 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 Folks
Independent minds
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.
Social butterflies
Attend group 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.
Dynamic Duos
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.
