Make a Payment Rates About Careers Contact Locations
We'll help you and your employees get to know where you're at with your money, where you'd like to be and the steps to improve not just your financial wellness, but your overall wellbeing. Financial Wellness for Employees by Summit is a complimentary program that fosters financial confidence and stability, reduces worry and stress, and promotes healthier, happier lives – at work and beyond. That also means greater employee engagement, morale and productivity.

Personal financial issues have considerable impact on employee performance.

Survey data , supports why it’s so important to offer personal financial guidance through your workplace:

What HR Professionals Think

  • 47% said it harmed the ability to focus on work
  • 26% said it hurt overall productivity
  • 24% said it increased absenteeism
  • 20% said it harmed employee morale
  • 46% said it increased overall stress
  • 12% said it decreased overall health

What Employees Think

  • 24% say personal finances have been a distraction at work
  • 39% say they spend more than 3 hours a week thinking about or dealing with financial issues at work
  • 48% feel stress when dealing with finances
  • 20% use credit cards for monthly necessities they can’t otherwise afford
Your employees’ paycheck is the basis for their entire financial life. So how can you help them make the most of it and show your commitment to their wellbeing? With guidance for employees on how to take charge of their income today while saving for the future.

A complimentary corporate wellness program. A real partnership.

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, for their long-term wellness.This effective and easy-to-administer corporate wellness program is customized to fit your company’s needs and promote maximum employee engagement:
  • Completely complimentary and customized. We'll work with you to uncover the topics your employees care about most, providing personalized resources and no cost to you or your team.
  • Tailored learning events. Summit financial coaches and advisors host a series of events to address your employees' most frequently asked money questions.
  • One-on-one coaching. We provide one-on-one events and are available to participate in your corporate wellness events. And for employees who are or become Summit members, we can schedule one-on-one coaching sessions that fit their schedule.
  • Unique online education portal. Your employees can access on-demand modules designed to elevate their financial life and overall wellness.
  • Personalized marketing materials. We’ll provide communication templates, a quarterly newsletter and more to encourage your employees to take full advantage of this valuable new benefit.
  • Anytime access to our resource library. Our website is full of free resources 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.

Help your employees face financial realities with confidence. Get in touch!

Happy, productive employees are good for your company’s wellness! Let’s talk through any questions you have and how easy we make this program.Just fill out the form below and someone from our financial wellness team will reach out within two business days.
Featured Products Certificates Checking Accounts Home Equity Loans Home Loans Business Banking Certificates Checking Accounts Home Equity Loans Home Loans Business Banking Financial Education Upcoming Events Programs Tools & Calculators On-demand Webinars Podcasts Upcoming Events Programs Tools & Calculators On-demand Webinars Podcasts About Equity in Money™ About Summit Careers News Community Giving Equity in Money™ About Summit Careers News Community Giving Help & Support Contact Us Member Support Center Schedule an Appointment Find a Branch Contact Us Member Support Center Schedule an Appointment Find a Branch
Please read the following before proceeding to: The website you are about to visit is solely the responsibility of the merchant or other party providing the site. The content of this third-party site, including materials and information, is solely the responsibility of the provider of the site. The Credit Union is not responsible for any such third-party content. Any transactions that you enter into with a vendor, merchant or other party that you access through this third-party site are solely between you and that vendor, merchant or other party. The Credit Union does not endorse the content contained in this third-party site, nor the organization publishing the site, and hereby disclaims any responsibility for such content. The Credit Union Privacy Policy does not apply to this third-party site, and for further information you should consult the privacy disclosures of the third-party site.
NCUA Insurance Estimator Privacy, Security & Accessibility Rates Terms and Fees Routing Number
* The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2023, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the LEI: 254900NTAC4H10MGSU23 ** SBA Lender of the Year Award for Credit Unions as awarded by the Small Business Administration of Wisconsin in 2024. Copyright 2025 © Summit Credit Union. All rights reserved. If you are using a screen reader and are having problems using this website, please call 608-243-5000 for assistance. Insured by NCUA