Program Overview
The Firm partners with Enrich Financial Wellness to offer a financial wellness program which provides:
- Tools and knowledge to confidently navigate your financial journey – wherever you are
- Personalized experience with the resources you need at the right time
- Help getting you closer to your goals and lowering your financially related stress levels as a result
How Enrich Works
Employees can sign up online to access the program, and follow these simple steps to get the most out of the program:
1. START WITH A FINANCIAL WELLNESS CHECK-UP – TAKES 5 MINUTES!
- Assesses your current financial situation – goals, strengths, challenges and habits
- Measures financial stress level and causes
- Instantly personalizes entire platform to meet you where you are on your financial journey
- Update your checkup to ensure the most accurate and beneficial resources are presented
2. DISCOVER YOUR MONEY PERSONALITY
- Understand the “why” behind your money decisions
- See how your money personality compares to others
- Learn the strengths and weaknesses of each money personality type
- Take steps to make your money personality work for you
3. USE YOUR PERSONALIZED DASHBOARD AND SEARCH FOR TOPICS/TOOLS OF INTEREST
- Access your recommended content based on your financial wellness check-up and site activity
- Track your progress
- Quick access to your courses
- Search for courses, tools, calculators, templates, and content on a variety of topics
Support Services
- Spending less, saving more
- Budgeting
- Repaying student loans or other debt
- Buying a home and mortgages
- Emergency funds
- Behavioral finance
- Estate planning
- Investing and wealth management
- Planning for retirement
- Buying or leasing a car
- College, scholarships, and financial aid
- Creating a financial plan
- Health care and insurance
- Real estate
Contact Enrich
