What is Financial Wellness
For some, it’s stability. For others, it’s the absence of stress. For many, it’s a distant destination. But in reality, it’s a state of mind.
- A position of health, not wealth
- An ongoing process, not an event
- Maintaining a proper balance between spending & saving
- Controlling your money and not letting it control you
- Addressing your stress by putting a plan in place
- Having the knowledge and confidence to make informed financial decisions
Worksite Financial Wellness Core Beliefs. Principles on which our program was founded.
Find your balance
Live in moderation
Protect your future
Have a plan in place
Trust in the process