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About this service

Get clarity on your finances confidentially.

Financial stress is one of the most common and least talked about challenges employees face. The EAP connects you with credentialed financial professionals who provide confidential, advice-only guidance on budgeting, debt, student loans, and major life events. No products are sold, no assets are managed, and nothing is shared with your employer.

What's Included

  • Budgeting and cash flow guidance

  • Debt and credit management consultations

  • Student loan education and repayment options

  • Financial planning for major life events

  • Retirement education (informational only)

What It Is Not

  • No financial products sold

  • No asset management or investment advice

  • Educational and consultative only

Why Organizations Use It

  • Reduces financial stress-related distractions and productivity impacts

  • Popular with unions due to explicit neutrality

  • Supports workforce stability during economic uncertainty

      

Important to know

Financial services through the EAP are educational in nature. The EAP does not sell financial products, manage assets, or provide investment advice. All consultations are fully confidential and independent from your employer.

A person reviewing financial charts and data on a tablet

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Financial Consultation & Education

Financial Consultation & Education

Advice-only financial guidance to help you make informed decisions, confidential and at no cost.

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