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Financial Wellness

A financial benefit offered by your employer


Wellness is more than improving physical health–
it’s also building financial stability

Register to get started with your financial wellness benefit.

How we can help

Through your employer, you have access to Ayco’s financial coaches and digital platform to guide you in core financial areas—helping you to plan for life events and reach your goals.

Financial basics

  • Create a budget
  • Save for a major purchase
  • Pay off credit card and student loan debt
  • Build an emergency fund


Retirement and life events

  • Set and prioritize financial goals like buying a home or funding education
  • Review 401(k) saving strategies


  • Decide how much life insurance makes sense
  • Identify other types of insurance that may help, such as excess liability (umbrella) coverage and policies for disability and long-term care

Employee benefits

  • Understand the benefits available through your employer and how they work together
  • Review healthcare coverage options, Flexible Spending Accounts and Health Savings Accounts
  • Consider employer-sponsored insurance plans


  • Learn investment principles, including risk, return and types of investments
  • Build and diversify a portfolio
  • Make the most of tax-advantaged accounts for retirement and college savings

Tax planning

  • Learn tax basics, including taxable income, adjustments, deductions and credits
  • Consider opportunities to lower your tax bill and improve tax efficiency

Complete your financial assessment and unlock your checklist

In less than 10 minutes, understand your financial situation and access your checklist to start improving your financial well-being.

Get personal guidance from a
financial coach

From everyday financial decisions to seeing the big picture—we're here to help.

Investments - small

Connect your accounts for a holistic view of your finances

Receive personalized reports on topics such as education planning, cash flow and disability income.

Move seamlessly from education to action

Utilize Ayco Marketplace to implement solutions for your checklist items from a carefully curated library of products and services.

Meet our financial coaches


“We strive to help clients achieve goals they never thought were attainable. This is one of the things I enjoy most about coming to work every day."

- Shawn Conroy, Financial Coach - NY