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 set financial goals.

In collaboration with area businesses, the program offers:

  • One-on-one coaching and resource coordination for employees.

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

  • Low-cost, small-dollar loans through Taunton Federal Credit Union to address short-term cash flow challenges and improve credit rating.

Financial Wellness coordinators will be embedded in the workplace to meet individually with employees and connect them with available community resources.

United Way coordinators have fielded questions about:

  • Childcare and eldercare
  • Credit building
  • Homeownership/Home improvement
  • Housing, including eviction and foreclosure prevention services 
  • Legal services
  • Savings plan/budgeting
  • Tax filing support
  • Traditional banking
  • Utility assistance

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:

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 of Buffalo & Erie County's Work/Life Solutions Program:



FWW Press

United Way Press Release

FINRA Foundation Newsletter


FWW Blog



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