Financial Wellness

Financial Wellness is a state of well-being where an individual has achieved minimal financial stress, established a strong financial foundation, and created an ongoing plan to help reach future financial goals.

Seven out of 10 American workers say finances are their most common cause of stress. Financial pressures can impact productivity, engagement, absence rates, retention and even employee health. People often avoid managing financial wellness because it is fraught with personal taboos, takes time and effort, and people often lack confidence in their financial literacy.

Financial stress impacts work:
  • Twenty percent of employees report that issues with personal finances have been a distraction at work.
  • Seventy percent of HR professionals indicated that personal financial challenges have a large or some impact on their employees’ performance.

UC Davis Financial Resources:

Financial Literacy Resources:

Actions for yourself: