Take control of your money and reduce financial stress.
The Firm partners with Enrich Financial Wellness to offer a financial wellness program which provides personalized guidance, tools, and education to help you save more, pay down debt, plan ahead, and feel more confident about your financial future.
- Personalized financial wellness assessment
- Actionable recommendations based on your needs
- Courses, calculators, and planning tools
- Support for every stage of life
- Access included as part of your benefits
How Enrich Works
Employees can sign up online through Personify Health (under Benefits section) to access, and follow these simple steps to get the most out of the program:
1. START WITH A FINANCIAL WELLNESS CHECK-UP – TAKES 5 MINUTES!
- Assesses your current financial situation – goals, strengths, challenges and habits
- Measures financial stress level and causes
- Instantly personalizes entire platform to meet you where you are on your financial journey
- Update your checkup to ensure the most accurate and beneficial resources are presented
2. DISCOVER YOUR MONEY PERSONALITY
- Understand the “why” behind your money decisions
- See how your money personality compares to others
- Learn the strengths and weaknesses of each money personality type
- Take steps to make your money personality work for you
3. USE YOUR PERSONALIZED DASHBOARD AND SEARCH FOR TOPICS/TOOLS OF INTEREST
- Access your recommended content based on your financial wellness check-up and site activity
- Track your progress
- Quick access to your courses
- Search for courses, tools, calculators, templates, and content on a variety of topics
Support Services
- Spending less, saving more
- Budgeting
- Repaying student loans or other debt
- Buying a home and mortgages
- Emergency funds
- Behavioral finance
- Estate planning
- Investing and wealth management
- Planning for retirement
- Buying or leasing a car
- College, scholarships, and financial aid
- Creating a financial plan
- Health care and insurance
- Real estate
