Introducing the Financial Wellness Plan
Financial wellness looks different for everyone.
A student navigating financial aid has different priorities than an employee preparing for retirement. A credit union member trying to reduce debt may need different guidance than someone focused on building emergency savings.
That’s why financial wellness programs are increasing their focus on personalized, action-oriented experiences, alongside traditional education.
The new Financial Wellness Plan, part of the Enrich® program, is designed to support that shift.
Powered by AI, it helps translate financial assessment results into a clear, prioritized view of potential areas to focus on over time. It highlights what might be most relevant now, what can be addressed later, and how progress can unfold step by step. A thoughtful, time-based framework provides direction, while continuing to leverage the same trusted educational resources, tools, and learning experiences already built into Enrich.
Personalized Financial Roadmaps Designed for the Organizations You Serve
The Financial Wellness Plan is designed to support a wide range of financial wellness strategies across industries and audiences.
Employers
Employees are often balancing competing financial priorities, from managing debt and budgeting to planning for long-term goals.
The Financial Wellness Plan helps create a personalized employee experience by helping them understand what actions may be most relevant to their situation, while reinforcing ongoing engagement with your financial wellness program.
Credit Unions and Financial Institutions
Members increasingly expect personalized digital experiences and relevant financial resources.
The Financial Wellness Plan helps financial institutions extend financial wellness beyond static education by surfacing timely educational recommendations and helping members take meaningful financial steps over time.
Colleges and Universities
Students face financial decisions from the moment they enroll—from understanding financial aid and borrowing responsibly to managing their daily expenses.
The Financial Wellness Plan helps support student success by providing a clear, structured approach to financial education that evolves alongside the student journey.
Financial Professionals
Clients are looking for clarity and direction, not just information alone.
The Financial Wellness Plan can help support ongoing client engagement by reinforcing financial education and helping clients better understand the actions connected to their broader financial goals.
Strengthening the Financial Wellness Experience
The Financial Wellness Plan is not a standalone feature. It’s a core capability fully integrated into the Enrich program, connecting personalized recommendations with trusted educational content, tools, and learning experiences already available within the platform.
For organizations that choose to enable it, the Financial Wellness Plan organizes potential next steps to create a connected experience that brings together education, guidance, and progress in a single journey.
The Future of Personalized Financial Wellness
As expectations continue to evolve, organizations have started looking for financial wellness solutions that support not only engagement, but also meaningful outcomes.
The Financial Wellness Plan helps meet that need by creating a more personalized, action-oriented experience designed to encourage progress over time and help people take next steps with confidence.
Want to see how the Financial Wellness Plan can support your organization’s financial wellness strategy? Schedule a personalized demo.
