The Portal
Your gateway to financial wellness.Financial foundations
Building your personal framework for financial success.
A Guided Pathway
An online interactive experience guiding you to build a strong base that you can turn to and rely on for financial clarity.
financial journeys
Set and track your personal financial goals.
Custom Goals
Create a custom goal and begin your journey towards achieving it.
Guided Goals
Need help prioritizing your goals?
Need help prioritizing your goals?
The financial health handbook
Answers to your most pressing financial questions.
Need a little help?
Use the Handbook to answer your top financial questions and help you make meaningful improvements to your financial wellness.
The INNER circle
Quick access to your key contacts and employee benefits.
Hi, I'm Finny your HR specialist.
Do you have specific HR questions? Book a one-on-one phone or video session to get guidance, without leaving your home or office.
Hi, I'm Finn your group benefits specialist.
Do you have specific group benefits questions? Book a one-on-one phone or video session to get guidance, without leaving your home or office.
Hi, I'm Finn your group retirement plan advisor.
Do you have specific group benefits questions? Book a one-on-one phone or video session to get guidance, without leaving your home or office.