Personalized Financial Assessment

We believe empowered employees make better financial decisions. And, with FinFit’s Financial Assessment model, all employees can be empowered employees, with personalized, data-driven action plans, tools, and resources tailored to each one of their unique situations based on information obtained through regular financial queries. Here, we can diagnose an employee’s current financial state, then deliver a one-of-a-kind experience within the FinFit platform designed to move that employee further down the path toward financial freedom.

It’s simple: when they know better, they’ll do better.

Our personalized assessment and planning tools recognize the unique spending, saving, and borrowing habits of each user.

Employees can get:

  • A personalized financial wellness score
  • Access to an easy-to-understand visual budget
  • Benchmarks to see where they stack up in comparison to their peers
  • An actionable financial plan with personalized tools and resources
  • Access to a highly interactive platform offering relevant feedback in real-time

Knowledge is powerful.

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Loans are made by Celtic Bank, a Utah-Chartered Industrial Bank, Member FDIC. Loans subject to credit approval. Loan products, features, and service providers vary by state. Service providers are FinFit Ops, LLC (see licenses) or its affiliate, Salary Finance, Inc. (see licenses). See application terms and loan agreements for more details.

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

FinFit is a financial technology company and is not a bank. Banking services provided by Choice Financial Group; Member FDIC.

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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