Financial Wellness Coaching Toolkit
You’re committed to your employees’ well-being, including their financial wellness. But when they’re worried about money, it can take a toll on their happiness, performance, and even their health. That’s where we come in. Financial Wellness Coaching provides the tools and resources they need to thrive—not just at work, but in life.
Across the U.S., people face challenges with building a solid financial foundation. Looking at Fidelity’s participant base:
- 62% are concerned about their ability to pay debt1
- 46% are living paycheck to paycheck1
- 70% have insufficient savings for emergencies or key goals1
At Fidelity, our financial wellness coaches provide 1:1 personalized support for your employees so they can make progress on the things that matter most. Our coaches are here to chat about things like:
- Creating a game plan for better budgeting
- Putting something aside for life’s unexpected twists
- Protecting and maximizing money
- Breaking goals into small, achievable steps
By focusing on the foundational needs of your employees, you can boost their peace of mind and help them stay on target to reach their goals
Financial Wellness Coaching Resources
Download and use the following materials to help drive awareness and engagement with your employees.
- Newsletter article
- Digital signage (PDF | PPT)