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a benefit offered by your employer


Wellness is more than improving physical health–

It’s also building financial stability


of adults report feeling stressed about money at least some of the time1


Not sure if you're eligible for this program? Contact us

Find out where you stand today and start building a better tomorrow

Better understand your current financial situation


  1. Enroll and establish your baseline financial score in less than 10 minutes.
  2. Complete actions on your curated checklist to improve your score and financial well-being.
  3. Access interactive tools and resources.



Get your score

Our financial coaches can help you connect the dots


  • Are you saving enough for retirement?
  • Are you making the most of your company benefits?
  • Have you diversified your investment portfolio?

From everyday financial decisions to seeing the big picture–we’re here to help.



Enroll to schedule your first call

Get a holistic view of your finances in one convenient place


  • Link your accounts and organize important documents in one spot
  • Receive personalized reports on topics such as education planning, cash flow and disability income



Enroll to connect your accounts


We’re here to help you manage your financial life

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


  • 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


people have registered for our platform2


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.