Overview
The Financial Wellness at Work Program embeds trained United Way coordinators in the workplace to meet individually with employees to provide confidential coaching, year-long workshops, and access to resources to enable employees to make informed money decisions and take better control of their finances.
In collaboration with area businesses, the program offers:
- Workshops at your Workplace
Topics include How to Manage Your Money, Designing a Budget, Spending and Saving, Protecting Your Credit Rating, Debt Management, and more. - One-on-One Weekly Coaching
Confidential meetings with a trusted advisor who can help you solve a problem, access resources, or reach your personal goals. - Small Dollar Loan Program
If needed, together with Tfed Credit Union, set up a low-cost, small-dollar loan managed through payroll deductions.
Financial Wellness coordinators are embedded in the workplace to meet individually with employees and connect them with available community resources, such as:
- Personal finance management
- Housing, including eviction and foreclosure prevention services
- Legal services
- Health care
- Education and training
- Transportation
- Utility assistance, including heating assistance programs
- Childcare and eldercare
Coordinators will have regular hours at each site in a designated space to provide confidentiality. They are well-trained in making referrals and have developed working relationships with resource providers in the community.
Financial Wellness at Work programming by United Way is available at the following companies:
- Better Community Living
- Community Connections
- Davico Manufacturing
- LifeStream
- New Bedford Community Health
- MGX Beverages
- Poyant Signs
- United Way of Greater New Bedford
Financial Wellness at Work is made possible, in part, by a grant from the FINRA Investor Education Foundation through a partnership with United Way Worldwide.
Testimonial
Financial Wellness at Work is offered in communities across the country. Hear more about United Way of Buffalo & Erie County's Work/Life Solutions Program:
FWW Digest
We’ve launched our Financial Wellness at Work Digest - a bimonthly resource highlighting current financial wellness topics to educate, empower, and support employees in the workplace. Click here to view the current FWW Digest.
FWW Press
Monthly Financial Wellness Blogs
Contact
Interested in partnering with United Way and setting up a Financial Wellness at Work program? Contact Sarah W. Rose, Chief Impact Officer at srose@unitedwayofgnb.org.

