Financial fitness assessments

Our service

Are your employees financially fit? PwC Saratoga can help your employees answer this question.  Our online assessment asks employees questions about their financial lifestyle.  After completing the assessment, the employee receives a report measuring financial fitness and providing solutions to address any issues raised in the report.  As organizations focus on health & wellness, PwC Saratoga believes that financial wellness, as an integral aspect of Wellness, is highly correlated to worker productivity.

A financial counselor will reach out to each employee who completes the assessment to discuss the results. The employee may choose to work with the counselor after this initial discussion on a fee-for-service basis.

Your benefit

Financially fit employees are more focused and less stressed at work. Providing a tool to help employees address their financial sources of stress can lead to higher productivity in the workforce.