Supporting Employee Financial Stability: How Philanthropy Catalyzes Workplace Financial Coaching Programs

More than half of all employees in the United States report that they are
financially stressed, and nearly one in three employees reports being distracted by personal financial issues while at work. This financial stress impacts individuals’ health, relationships, productivity, and time away from work.

This report describes different workplace  models, the common characteristics and challenges of programs, and provides recommendations for funders who want to invest in workplace approaches to help workers achieve financial stability. 



Creating a More Inclusive and Accessible Financial Coaching Program: A Case Study Exploration of Strategies and Recommendations