Financial Wellness at Work


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 better control their finances.

In collaboration with area businesses, the program offers:

  • One-on-one coaching, crisis management, and resource identification for employees.

  • Workshops that outline healthy financial habits and provide access to services that help families build wealth.

  • Low-cost, small-dollar loans through a local credit union to address short-term cash flow challenges and establish a credit rating. Working with a local credit union will empower the employee to avoid high fees from untraditional financial service providers like pawnshops.

Financial Wellness coordinators will be 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
  • Health care
  • Education and training
  • Transportation
  • Childcare and eldercare
  • Utility assistance, including heating assistance programs
  • Legal services

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 will be available in 2024 at the following companies:

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.


Financial Wellness at Work is offered in communities across the country. Hear more about United Way Geauga County's Bridges@Work Program.


FWW Press

United Way Press Release

FINRA Foundation Newsletter


Interested in partnering with United Way and setting up a Financial Wellness at Work program? Contact Dora Lima, Financial Wellness at Work Coordinator –