Become
WealthWi$e
about your money!

WealthWi$e is a three-level program designed to help you, our WorkSquare employees, get a better hold of your personal finances. This program combines online learning, personal financial coaching and rewards to make your learning process exciting and keep you moving toward your financial goals!

As you move through each level, the WealthWi$e program becomes tailored to your specific financial goals and helping you save. Review the tasks and rewards for each level below and take the first step to becoming WealthWi$e!

Level 1: WealthWi$e Learn

WealthWi$e Learn is a series of short online interactive learning modules that will prepare you with the right skills to manage your financial future. The platform has a variety of topics that are 5 minutes long, mobile friendly and available in both English & Spanish.

 
Task

Complete ALL of the modules for the following playlists

  • Banking & Budgeting
  • Credit Basics
  • Major Life Transactions
  • Retirement Planning
  • Investment Basics
  • Small Business Building
 
Reward

Upon completion of all the playlists, you will receive:

  • A $50 Reward
  • Access to WealthWi$e Coach
Level 2: WealthWi$e Coach

WealthWi$e Coach is where you have the opportunity to meet with a financial coach for three FREE sessions! A financial coach will help you create sustainable goals and provide you with the steps needed to achieve those goals. You are in the driver's seat while a financial coach keeps you on course.

 
Task
 

Complete three financial coaching sessions at WorkSquare

and

Achieve three financial goals on your personalized plan developed with your financial coach

 
Reward
 

For completing your financial coaching sessions and accomplishing your financial goals you will receive:

  • FREE FICO credit report/score
  • Access to WealthWi$e Save
Level 3: WealthWi$e Save

WealthWi$e Save is special product offered to WorkSquare employees who complete the first two levels of WeathWi$e. We will match funds deposited into an employer sponsored emergency spending account (up to $200 total). This way, you are better prepared for when a future emergency arises.

 
Task

Open an employer sponsored emergency spending account with WorkSquare and have a certain amount withheld from your paycheck each pay period.

 
Reward

We will match your weekly withholding dollar for dollar until your account balance reaches $200. That will turn up to $200 into $400 for you to use in case of an emergency!

Success: WealthWi$e Whiz!

Congratulations on becoming a WealthWi$e Whiz! In addition to saving $400 for a rainy day, you have mastered our financial curriculum and are well on your way to meeting your goals. Your financial future is bright!

Let’s Get Started with WealthWi$e Learn
Become
WealthWi$e
about your money!

WealthWi$e is a three-level program designed to help you, our WorkSquare employees, get a better hold of your personal finances. This program combines online learning, personal financial coaching and rewards to make your learning process exciting and keep you moving toward your financial goals!

As you move through each level, the WealthWi$e program becomes tailored to your specific financial goals and helping you save. Review the tasks and rewards for each level below and take the first step to becoming WealthWi$e!

Level 1: WealthWi$e Learn

WealthWi$e Learn is a series of short online interactive learning modules that will prepare you with the right skills to manage your financial future. The platform has a variety of topics that are 5 minutes long, mobile friendly and available in both English & Spanish.

 
Task
 
Reward

Complete ALL of the modules for the following playlists

  • Banking & Budgeting
  • Credit Basics
  • Major Life Transactions
  • Retirement Planning
  • Investment Basics
  • Small Business Building

Upon completion of all the playlists, you will receive:

  • A $50 Reward
  • Access to WealthWi$e Coach
Level 2: WealthWi$e Coach

WealthWi$e Coach is where you have the opportunity to meet with a financial coach for three FREE sessions! A financial coach will help you create sustainable goals and provide you with the steps needed to achieve those goals. You are in the driver's seat while a financial coach keeps you on course.

 
Task
 
Reward
 
 

Complete three financial coaching sessions at WorkSquare

and

Achieve three financial goals on your personalized plan developed with your financial coach

For completing your financial coaching sessions and accomplishing your financial goals you will receive:

  • FREE FICO credit report/score
  • Access to WealthWi$e Save
Level 3: WealthWi$e Save

WealthWi$e Save is special product offered to WorkSquare employees who complete the first two levels of WeathWi$e. We will match funds deposited into an employer sponsored emergency spending account (up to $200 total). This way, you are better prepared for when a future emergency arises.

 
Task
 
Reward

Open an employer sponsored emergency spending account with WorkSquare and have a certain amount withheld from your paycheck each pay period.

We will match your weekly withholding dollar for dollar until your account balance reaches $200. That will turn up to $200 into $400 for you to use in case of an emergency!

Success: WealthWi$e Whiz!

Congratulations on becoming a WealthWi$e Whiz! In addition to saving $400 for a rainy day, you have mastered our financial curriculum and are well on your way to meeting your goals. Your financial future is bright!

Let’s Get Started with WealthWi$e Learn