A Financial Health Checkup: Tiki's Story
After experiencing many workplace wellness programs, Tiki calls LearnLux top tier and uses it for regular financial checkups that keep her overall wellbeing in balance.
“LearnLux is a valuable tool to help increase one’s comfort level with their financial wellbeing, and I have pulled that tool out for use on many, many, many occasions. To me, financial health is just as important as physical and mental health.” Tiki W., Wealth Management
For HR and Benefits leaders, Tiki’s experience illustrates how financial wellbeing fits into a holistic approach to employee health, right alongside physical and mental wellbeing. Over the course of her career, Tiki has taken advantage of many different employee wellness programs, and she considers LearnLux one of the top-tier components of an overall plan. Rather than using it once, she returns to LearnLux again and again, giving herself regular financial checkups that help her maintain balance across every part of her wellbeing.
With LearnLux, Tiki was able to:
- Increase her comfort level with her financial wellbeing
- Turn to a trusted resource on many occasions as new financial needs came up
- Give herself regular financial checkups
- Maintain a positive balance in her overall wellbeing
- Access a wide variety of educational resources and formats suited to her life stage
Tiki’s experience shows how financial wellbeing programs create value for employers as well. Employers already invest in physical and mental health benefits, but as Tiki points out, financial health is closely linked to both, and a gap in one can undermine the others. Making financial wellbeing part of a holistic benefits strategy helps employers get more from their entire wellness investment and supports better overall health outcomes. Tiki’s “regular checkup” approach also reflects the value of prevention: employees who check in on their finances routinely are better prepared for big decisions at every life stage, from their first job to staying on track to retire on time. And when an employee who has experienced many wellness programs ranks LearnLux among the top tier, it signals the kind of benefit that helps employers stand out as an employer of choice.
Tiki’s LearnLux Story
My name is Tiki Warmoth, and over the course of my career, I’ve had the opportunity to take advantage of many different employee wellness plans, and I’ve found LearnLux to be one of the top tier programs as a component of an overall plan. LearnLux is a valuable tool to help increase one’s comfort level with their financial well-being, and I have pulled that tool out for use on many, many, many occasions.
To me, financial health is just as important as physical and mental health because all three are closely linked, and any deficiency in one can definitely have a negative effect on the other two. I use LearnLux to give myself a regular financial checkup, which helps me to maintain a positive balance in my overall wellbeing, and we all know how important health checkups are.
I do like that LearnLux meets each individual where they are and provides a wide variety of financial educational resources and formats to help no matter your life stage. Whether you’re just starting out in your very first job or looking at the sunset of your career as retirement inches ever closer and closer, LearnLux can help you prepare for each moment by providing comfort and knowledge along the way as you take your financial journey.
About LearnLux
LearnLux is the leading provider of employee financial wellness that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner® professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more.
Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. Our holistic financial wellness benefit helps employees feel great about their money, allowing their work and wellbeing to thrive.