Achieving Financial Well-being Toolkit

This toolkit aims to provide business leaders and managers with a blueprint for helping their employees increase their financial health, meet their short-term and long-term financial goals, and balance today's challenges with tomorrow's needs.

  • According to a report by International Monetary Fund, the economic downturn caused by the COVID-19 pandemic is far worse than during the financial crisis in 2008 and is the worst recession since the Great Depression, impacting not just nations but also household all over the world.
  • 54% say that a financial well-being program in the workplace would boost their productivity, improve loyalty, and recommend their employer to other job seekers as a great place to work.