Your browser is out of date. It has known security flaws and may not display all features of this and other websites

EMPLOYEE FINANCIAL COUNSELING

a benefit offered by your employer

Wellness is more than improving physical health–

It’s also building financial stability


70%

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

GET STARTED WITH YOUR AYCO BENEFIT.

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 digital platform and financial coaches 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

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

RETIREMENT & LIFE EVENTS

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

INVESTMENT STRATEGY

  • 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 saving

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

TAX PLANNING

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


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.