Help Your Employees Thrive — Not Just Survive

Drive engagement, performance, and retention with a science-backed wellbeing solution designed for today’s workforce.

A Central Hub for

Financial Wellness

Your employees aren’t just looking for perks — they want meaningful support that improves their daily lives.

“Personal finance should not be a taboo topic in well-being.”


— Brian Case, Certified Financial Planner®



Why Employee Wellbeing Matters

  • Reduce burnout, stress, and disengagement

  • Improve focus, morale, and team cohesion

  • Connect wellbeing insights to real business outcomes

A Complete Wellbeing Experience for

Every Employee

 Financial Wellness Assessment


Our 6-minute assessment to instantly identify your team's financial strengths, risks, and stressors.

 Personalized Report Card

Your team receives a detailed, confidential report showing their current standing and prioritized next steps.

Curated Education Library

Your team can explore videos, courses, and quick guides built for busy teams—covering topics like debt, insurance, savings, and retirement.


Live & On-Demand Support

Join fpGuides™ sessions, webinars, or group office hours to get real answers from financial experts.

 Institutional Resources

For program directors and wellness officers: access toolkits, communication templates, and rollout guides.

Financial Wellness Is A Win-Win

For Your Business

Increase productivity

Finances are distracting your employees, leading to less productivity and greater stress. Savology can make a real difference.

Improve retention

Financially stressed employees are more likely to look for new jobs. Financial wellness can increase workplace engagement by 15%.

Reduce absenteeism

The average employee misses 3-4 more work days per year when they are financially stressed.

Bolster recruiting

Providing financial wellness shows you care about your people. 75% of people would consider a job change for these benefits.

Enhance benefit adoption

Savology incorporates your other benefits so your employees can take full advantage of all that you have to offer.

Decrease financial stress

More than 80% of people report feeling better about their finances after just one year of financial planning and coaching.

Free Resource Hub For Your Team

Basic RESOURCE HUB ACCESS

  • 5–10 Minute Financial Health Assessment
    A confidential, next-level assessment that requires no personally identifiable information and delivers a clear snapshot of your financial health.

  • Personalized Financial Health Report Card
    Instantly receive grades across the core areas of personal finance, helping you see strengths, gaps, and priorities at a glance.

  • Curated Financial Literacy Courses
    Access education modules selected specifically for your results, so you’re not overwhelmed with generic content.

  • Foundational Planning Tools & Modules
    Guided planning tools and modules that help you prioritize goals and understand key financial decisions.

  • Next-Step Action Items
    Get clear, practical next steps based on your report card—designed to move you forward without pressure or product sales.

  • Private, Conflict-Free, Self-Guided
    Explore planning and education on your own terms, with unbiased tools built to support clarity—not sell products.

Free

Solutions

Savology provides a next-level, personalized financial assessment that complements high-level burnout and turnover assessments, such as the Well-Being Index, developed by the Mayo Clinic.

The assessment takes less than ten minutes to complete (6 minutes on average) and does not require sharing any personally identifiable information.

You immediately receive a report card providing grades across all aspects of personal finance.

The report card curates a robust learning management system with physician-specific content.

You also receive action items specific to your situation without bias or conflicts of interest.

From there, you can explore dozens of financial planning tools and set up a dashboard to track your progress and make informed decisions – either independently or with guidance from our team of experts.

Conflict-Free Tools & Resources

Unfortunately, the misaligned financial incentives of many financial advisors often cause a feeling of “being sold” and do not foster trust.

Our tools and resources do not lead to any specific product recommendations.

Instead, our goal is to develop educated consumers who are confident and capable of navigating the complex universe of options for implementing their plans.

Financial Dashboard & Professional Guidance

We believe physician families deserve a comprehensive financial dashboard and access to professional guides to help them make good decisions.

We offer an unbiased, economical “on-ramp” to financial planning with no advertising or products to sell.

We nurture our clients throughout their financial planning journey and look for opportunities to refer them to our trusted network of specialists when their needs exceed what we offer.

fpGuides™

We’ve built strong partnerships with top university Personal Financial Planning programs to power our Financial Planning Residency Program.

Through this program, we hire, train, support, and pay emerging planners as they work toward becoming Certified Financial Planners®.

fpGuides gain hands-on experience delivering real financial guidance under professional supervision.

They receive ongoing mentorship from experienced CFP® professionals and financial specialists.

This model delivers high-quality, conflict-free financial education and planning support—at scale and at low cost.

Ready to Support Your Team’s Wellbeing?

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