Elevating Financial Wellness
At HaluWealth, well-being is at the core of what we do.
73%
of Americans rank finances as the number 1 stress in life
Capital One Credit Wise Survey
82%
of workers say access to a workplace financial wellness program reduces financial stress
John Hancock, 2023
4 in 5
working adults want access to financial education
Manulife survey of workers May 31, 2023
HaluWealth has collaborated with industry-leading financial literacy partners to
EDUCATE, EQUIP and EMPOWER members with access to expertly crafted financial education and resources to help them make smart financial decisions tailored to their specific situations.
When sponsored by an employer or membership organization, HaluWealth provides no-cost financial counseling services to help with everything from budgeting, college planning, retirement, buying a home and credit. We provide guidance for every life stage so that your people can live, work and retire with confidence and dignity.
Financial Counseling
Our accredited, financial counselors can work one on one to help you address issues, including bankruptcy, debt management, and credit report reviews.
Financial Portal
Build your own custom, dynamic financial plan with supporting resources to give you a better idea of how to accomplish your financial goals
Webinars +Workshops
Learn the basics of financial planning by accessing financial education, free money management webinars and workshops, utilizing financial calculators, checklists and templates
Risk Score
Discover your comfort level with risk and how well your current investments are aligned.
HW Peer Support
Engage our professional peer support team to overcome the stresses, pressures and challenges of everyday life.
Organizer
Connect all your accounts for a consolidated view of your entire financial picture.
GOALS
See if you're on target to reach your most important goals.
Riskalyze
Align your personal risk
score to your portfolio's risk score.
MOBILE
A complete financial picture available on your smart phone
track spending
Know how much you're spending, and where.
INVESTMENTS
Interactive charts and detailed views help monitor all your accounts.
BUDGETING TOOLS
Set budgets to help reach your savings goals.
VAULT
Safely store your most important financial documents, accessible 24/7.
Financial planning in accordance with your unique goals will allow you to keep your finger on the pulse.
Discover your comfort level with risk and how well your current investments are aligned.
Increase employee retention
Lower stress levels
Increase productivity
Better mental health
Improve financial health
