Financial Fitness Group

Serving financial providers, employers and government agencies of all sizes for 20 years to improve financial literacy in America.

The Demand for Financial Education

Since the 1970s, our nation shifted the burden of saving for retirement from the employer to the employee. Pensions are now a thing of the past, and the average financial consumer has taken on the sole responsibility for their financial futures.

Today, we have 80% of the U.S. workforce living paycheck-to-paycheck, with 46% of those employees stressing and thinking about finances at work at least 3 hours per week. Only 17% of them have a comprehensive financial plan, 1 in 4 employees has less than $1,000 in retirement savings and, 43% of student loan borrowers are not making payments.

80% of the American workforce is living paycheck-to-paycheck.
46% of those individuals stress about finances at work at least 3 hours per week.
64% of the retiring workforce worry about having enough money to retire.


In 2017, we worked with the Center for Financial Security and the University of Wisconsin to identify how workplace financial education affects retirement planning. The study revealed employees with access to an online financial education program gained the financial knowledge to display positive financial behaviors, including retirement savings.

Self-reported financial knowledge increased between 5% and 25% in the various topics covered by the program.  Participants also reported increased IRA participation and budgeting. Account data showed participants increased retirement account contributions by an average of 40%.

Ready to take the next step toward Financial Fitness?

Help every American become retirement ready and financially fit. Contact us today to learn more and to see a live demo.

Thought Leadership & Collaboration with the Nation's Most Forward-thinking Institutions

What’s Your Financial Fitness SCORE™?

The key to Financial Fitness starts with the basics. Where do you rank?

Take our Mock Checkup to get your Financial Fitness SCORE™!

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