Financial wellness

Is your workforce financially prepared?

Take a quick, six-question self-assessment to see how ready your employees are for retirement — and where a little support could go a long way.

Employees walking up a path toward a flag at sunrise, representing progress toward retirement readiness.

Financial Wellness Calculator

Evaluate your retirement readiness.

Use our Financial Wellness Calculator to see where you stand. It takes about a minute — your answers simply reveal where your team stands and where Bonnie can help most.

Financial Wellness Calculator

Your 6-question scorecard

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Answer honestly — there are no wrong answers, just a clearer picture.

1How confident are you that your employees are on track for retirement?

2How often do employees ask questions about retirement, Social Security, Medicare, or financial planning?

3Do you currently offer financial wellness education beyond enrollment meetings?

4Do you believe financial stress impacts employee productivity?

5Do you know whether employees understand how to maximize their benefits?

6Do you have a strategy to help employees prepare for retirement?

Workforce readiness score

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Answer all six questions to reveal your workforce readiness score and a tailored next step.

◆ Free video preview

Financial wellness for your team.

See how our financial-wellness program can support your employees. Provide your details and we'll unlock a complimentary class — a selection from the full 15-class program.

Preview class locked

One quick form unlocks a full class from the 15-part program.

Two people in a warm, focused conversation about a financial plan.

Where this leads

A simple conversation, tailored to your team.

A Retirement Readiness Review walks through your results and a practical plan to strengthen financial wellness — education, benefit guidance, and a strategy your employees can actually use.

A short budgeting and education video can live here later to walk teams through the essentials.