MoneyWellth provides personalized financial literacy, trackers, tools, lessons, and resources to help participants confidently navigate their household finances and gain control over their financial future. Participants can browse through recommendations, track their progress budgeting, paying down debt, building savings, and saving for retirement. Participants 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 each step of the way.
Core platform features include:
Financial assessment – our four-part survey provides customized content and resources.
Step-by-step plan – participants can follow our step-by-step plan to a debt-free life of building wealth.
Education - skip the assessment and head straight to our resource center to engage in tools, trackers, videos, and articles. Participants can engage in Life Event resources to take a deep dive into how to manage their finances through life’s biggest events.
Lessons – participants can watch lessons and expand their financial knowledge while on their path to financial success.
Employer Benefits Explained – participants can learn about their employee benefits offerings to ensure they are enrolling and engaging in the benefits that are right for them.
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