Personalized Financial Assessment

We believe empowered employees make better financial decisions. And, with FinFit’s Financial Assessment model, you can be empowered with personalized, data-driven action plans, tools, and resources tailored to your unique situation, and based on information we get through regular financial check-ins. During these assessments, we can rate your current financial state, then deliver a one-of-a-kind experience within the FinFit platform designed to move you further down the path toward financial freedom.

It’s simple: when you know better, you’re able to do better.

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You’re special, we know.

You have unique spending, saving, and borrowing habits, and our Financial Assessments can identify them all.

Take the test, and you’ll get:

A personalized financial wellness score

Access to an easy-to-understand visual budget

Benchmarks to see where you stack up in comparison to coworkers

An actionable financial plan with personalized tools and resources

Access to a highly interactive platform offering relevant feedback in real-time

Knowledge is power.

Find out if your employer offers this benefit.

If you access benefits via your employee portal, click the FinFit link within your portal.

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FinFit Loans are issued by Celtic Bank, a Utah-Chartered Industrial Bank, Member FDIC. Loans subject to credit approval. Residents of Colorado, Connecticut, Iowa, Vermont, West Virginia, Nevada and Massachusetts are not eligible for loans. Nothing in this advertisement constitutes an offer or solicitation for loan products to residents of those states. Actual time it takes for loan approval dependent upon loan verification set up with your employer.

Funding time dependent upon funding method selected. Expedited funding may incur additional fees.

Student loan services are provided by unaffiliated third parties. FinFit loans issued by Celtic Bank do not include student loans.

Wage Now is fully funded and managed by an affiliate of FinFit. If any fees apply, those fees will be disclosed prior to entering into any agreements.
Residents of California, New York, North Dakota, South Dakota, Tennessee and Vermont are not eligible for WageNow. This does not constitute an offer or solicitation for WageNow to residents of those states.

FinFit’s Financial Wellness Program, which includes educational content, a financial assessment and a financial dashboard, are free to registered members.
Services offered may incur fees and/or interest. All fees will be disclosed prior to entering into any agreements.
Products listed are a representation of FinFit offerings. Actual availability may vary. The products available to you and your organization will appear on your FinFit membership dashboard. Actual loan amounts and rates offered vary based on lender, credit worthiness and other factors.

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