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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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