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WELL-BEING

Financial Well-being Program

Whether you’re building a budget, paying off debt, or planning for retirement, you have access to 1-on-1 coaching and a digital assistant that connects your accounts and benefits to create a holistic plan — helping you take the next step with confidence.

The Basics

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How It Works

Getting started with FinWell Connect is simple and personalized. Your journey begins by connecting with a financial coach, who will help you identify your top financial priority. From there, you'll choose a guided learning path, or "Evolution," designed to help you build skills and confidence one step at a time.

What’s Covered

FinWell Connect's guided, step-by-step "Evolutions" help you tackle your biggest financial challenges, including:

  • Spending and Savings: Create a modern spending plan that aligns with your personal values and long-term goals.
  • Debt Repayment: Break the cycle of debt, prioritize high-interest balances, and build a post-debt plan.
  • Emergency Savings: Build a financial safety net to handle unexpected expenses.
  • Retirement Roadmap: Develop a tailored roadmap to help you plan for a secure future.

What You Pay

The Financial Well-Being Program is provided at no cost to you as part of your Alera Group benefits.

Ready to Get Started?

Use the FinWell Connect User Guide to learn how to set up your account, schedule coaching, and explore the platform.

Join the FinWell Connect Workshop Series

12 monthly sessions covering key financial topics
Register Here

Get in Touch

FinWell Connect

Register/Login
Complete the Coaching Intake Questionnaire here
Fin-WellConnect@AleraGroup.com

MORE TO EXPLORE

401(k) Retirement Savings Plan
Employee Assistance Program
Identity Theft Protection
Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain.
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