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Financial Wellbeing

Financial banking partners

Managing your money can be a top cause of stress for many adults. Whether you’re just starting out or nearing retirement, knowing where you are financially and where you hope to be is important. The health system and its financial partners offer many free benefits, exclusive offers and educational resources to help you manage your money in every season of life.

All employees regardless of benefits eligibility can explore Fidelity Investment’s CheckYourVitals page for financial tools specifically designed for those who work in healthcare. You can also visit the It’s About You wellness portal for more free financial wellness resources.

 

CommunityAmerica Credit Union        

  • Explore their website for health system employees to get started.
  • Exclusive offers, including a $200 bonus, when you open a qualifying checking account, refinance your auto loan, open a mortgage loan or open a CommunityAmerica credit card.
  • Access to workshops and financial tools, including the Mastering Your Money educational series.

 

CrossFirst Bank     

  • Explore their video and website for health system employees to get started.
  • Personal and private checking accounts
  • Concierge services to serve your individual banking needs.
  • Access to their digital financial education center.
 
 

U.S. Bank                  

  • Explore their website for health system employees to get started.
  • Free webinars and personalized Goals Coach sessions.
  • Financial tips and resources from the Financial Wellness Hub.
  • Enjoy special offers and rewards. – See website for details
  • Free tools for teens and kids through their partnership with Greenlight.
 
 

Fidelity Investments

 

Fidelity Investments has long partnered with the health system to administer our retirement plans and pretax savings accounts, as well as offer other financial resources.

 
 
 

Free financial counseling

 

Employees with a balance in a health system retirement plan can receive free, one-on-one financial coaching to create a plan for your unique needs – from managing debt, buying a home, saving for college, planning for retirement, choosing investments and more.

  • Schedule a meeting (virtual, in-person or phone) with one of the health system’s dedicated Fidelity Workplace Financial Consultants, Craig Fischer, Ben Wright and Matt Lord.
  • Speak to Fidelity’s team of phone-based planners at 800-642-7131, available weekdays 7:30 a.m.–8 p.m. (CT).