Community Financial Resources

Community Financial Resources Logo
Point of Contact (Public)
Carol Iascone
Phone Number
510.868.9286
Email Address support@cfrcard.org

Key Features

Type
Non-Profit
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Geography Served
National
Pricing Options
Employer pays for service
Free
Size of Employer Served
Medium, 100 - 999 Employees
Are services accessible for non-English speaking employees?
Yes
Description

People learn by doing and payroll direct deposit is the first step toward financial wellness. We create behavioral pathways to turn information into action starting with products and tools with beneficial money management behaviors “baked into” their design. We offer financial products and tools designed to help cash flow fragile households; a portable payroll card with linked savings account; a secured credit-builder card; and a credit-builder certificate of deposit. We help employers develop appropriate delivery channels connecting workshops, events and coaching to existing employment models emphasizing beneficial money management behaviors such as establishing a banking system, direct depositing pay and benefits, establishing short term savings, budgeting, tracking expenses, paying bills on line, automating bill payment, reviewing credit reports, and building credit. We work with employers to refine content for specific audiences and collect data to analyze outcomes.

 

The Center for Social Development and Prosperity Now do not endorse, sponsor or promote any of the products or services offered by providers in the Workplace Financial Wellness Services Directory. These services have not been tested or evaluated by the Center for Social Development or Prosperity Now, and the descriptions have been provided by the service providers themselves. Employers should exercise caution and due diligence to ascertain the appropriateness, quality and value of these products and services.

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