MONEYWELLTH - Meet A Vendor
Shortlister hosted the founder and CEO of MoneyWellth, Jillian Krenk, and the Chief Strategy Officer, Dr. David Ashley. They shared how MoneyWellth supports employees through life’s biggest events and how financial guidance helps employees in leading happier lives.
PRIMARY CARE VISITS
Research has shown that going to your doctor and having a meaningful relationship with your healthcare provider makes you healthier. But what if the prescription your doctor needs to write you is for financial education, not medication?
Financial stability directly impacts a participants’ health and wellbeing. Studies show that the vast majority of Americans need some support with their finances. As a result, the interest in engaging in a financial education solution expands. That’s where MoneyWellth comes in.
ABOUT MONEYWELLTH
MoneyWellth is founded with a mission to empower financial freedom by expanding access to financial education and resources so that every individual can live a life free of financial worry. They provide personalized financial literacy, trackers, tools, lessons, and resources to help participants confidently navigate their household finances and gain control over their financial future.
MONEYWELLTH FINANCIAL SOLUTION
The MoneyWellth financial solutions enable participants to browse through recommendations, track their progress budgeting, paying down debt, building savings, and saving for retirement. Participants can engage in topics and view lessons that fit their needs at their own pace. From budgeting basics to building an investment portfolio, MoneyWellth provides resources and guidance for every step of the way.
MANY PATHS – 1 SOLUTION
MoneyWellth’s customers use the MoneyWellth application to help employees thrive.
Core platform features include:
- Interactive Tools - Articles, videos, interactive tools letting users learn about different financial topics at their own pace with the resources that fit their learning style.
- Courses - 25 min courses on specific topics taught by experts in each category so participants can learn and apply new skills.
- 1:1 Support - QA with MoneyWellth allows participants to ask questions in a 1:1 setting and receive answers back from MoneyWellth experts.
- Mobile App – connect all of your accounts for seamless tracking and watch your net worth grow
- Your Benefit Offering – Link employer benefit offerings directly in the platform to build engagement
GET STARTED WITH MONEYWELLTH TODAY!
Organizations utilize MoneyWellth because it is customized to fit employers’ needs and help them educate and engage employees for the health and retirement options available at their organization.
MoneyWellth behavior change model focuses on core money management principles and then expands to guiding participants through major life milestones to ensure they stay on track with their financial goals. Your finances shouldn’t cause you sleepless nights and ongoing stress. With MoneyWellth, you can tackle your finances and get back to focusing on what really matters – life events.
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