LearnVest's goal is to make financial planning affordable and accessible. LearnVest's definition of financial wellness is the ability to feel confident about your money, and optimistic about your future, by having access to the proper technology as well as human support. It requires having a simple, actionable, and realistic financial plan that is personalized to the individual and focuses on protection, optimization, and growth. The LearnVest@Work Program integrates dedicated, phone-based financial planners; award winning mobile tools; and multimedia financial education content. The Program also offers employer benefits optimization.
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.