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
ideas in circle out of head

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