Financial Wellbeing Survey
Financial well-being is more than just income: it reflects how individuals feel about their ability to manage day to day finances, navigate unexpected expenses, plan for the future, and maintain control over their financial lives.
This initiative was developed as a turnkey financial well-being solution for small to mid-sized employers looking to better support their workforce.
Through this process, Brackens Financial Solutions Network helps organizations:
- Assess employee financial well-being through a nationally recognized, research-backed survey tool
- Report aggregate insights in a clear, actionable format
- Recommend personalized financial wellness solutions based on the data
- Monitor progress over time to evaluate the impact of implemented strategies
If this is something you believe your business can benefit from, reach out to us at info@brackensfsn.com, (315) 930-4499, or answer the form below.
About the CFPB
The Consumer Financial Protection Bureau (CFPB) is a U.S. government agency dedicated to protecting consumers in the financial sector. It aims to:
- Enhance financial education
- Research consumer experiences with financial products and services
- Prevent unfair, deceptive, or abusive practices by creating rules, supervising companies, and enforcing consumer protection laws