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COACHING

a benefit offered by your employer

 


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

Get started with your Coaching 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 & Life Events

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

Insurance

  • 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

Investing

  • 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

How it works

Coaching Demo

Piechart

Complete your financial assessment and unlock a checklist

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

Human

Get personal guidance from a
financial coach

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

Check

Connect your accounts for a holistic view of your finances

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


38K+

people have registered for our platform2

 
28K+

financial assessments completed3




1Stress in America: Paying with our health. The American Psychological Association ©2015. All rights reserved.

2Total unique registered users.

3Total digital platform financial assessments completed as of May 2018.