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Service Overview

Financial planning and wellness consultations

This service provides telephonic access to professional, accredited/certified financial counselors for consultation on a wide variety of money matters based on the participant’s personal situation. Specific recommendations regarding securities or other investments are not provided under this benefit and the financial counselors do not benefit financially from any recommendations they make.

  • Life change adjustment (new or lost job, birth, death, disability, marriage, divorce)
  • Cash flow, debt management and collections guidance
  • Mortgage & automobile financing
  • College, vehicle and large expense planning
  • Foreclosure, housing and utility bill guidance
  • Bankruptcy and foreclosure prevention
  • Credit and credit cards
  • Estate planning & asset protection
  • Financial planning priorities (savings, retirement, elder care)
  • Connection to community and national resources
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