Make a Payment Rates About Careers Contact Locations We'll help you get to know where you're at financially, where you'd like to be and the steps you need to take to get there. Financial Wellness for Employees by Summit fosters confidence and stability, reduces worry and stress, and promotes healthier, happier lives — at work and beyond.

Your employees want financial advice on more than just retirement.

Their paycheck is the basis for their entire financial life. So how do they make the most of it? With guidance on how to take charge of their income today while saving for the future. Financial Wellness for Employees by Summit is designed so that with a single corporate wellness program, each of your employees can learn to take the single best next step to financial success. And then keep going.

A Free Program. A Real Partnership

Financial wellness programs for employees aren’t always free, but ours is – for both employers and employees. So much for the old “you get what you pay for” rule. And here’s why. This effective and easy-to-administer program is customized to fit your company’s needs:
For qualifying employers, we can install a workplace Summit ATM – or a Personal Teller Machine, to connect via video to an actual teller. We can even create an on-site Summit branch!

On-demand Education. For Unique Individuals.

Each of your employees is on their own journey through life, with unique financial needs and goals. Our program lets them help themselves to an all-you-can-learn buffet of financial education any time, through your company's unique online education portal. No need to be a Summit member. This content is for everyone.
On-demand personal financial education
Grow your knowledge with our on-demand modules designed to elevate your financial life. From building savings to mastering money management, we provide the tools you need to achieve your financial goals with ease. Available wherever you go!
Explore more free money smarts resources
Our website is full of and handy calculators – plus blog posts, podcasts and personal stories from Project Money teams – to inspire action to spend smart, save more and build wealth.

Next-level Guidance. Personalized Progress

As with anything in life, engaging in healthy habits is the key to ongoing wellness. For your employees who are Summit members already – and for those who become Summit members – we offer these extra tools and incentives to help them kick their financial wellness up a notch.
One-on-one coaching
To answer questions and help build a plan for their next financial goal.
For more insight into the importance of promoting financial wellness in the workplace, please complete the form below and we’ll be in touch to discuss our program in more detail.
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