Fostering a culture that supports financial health for everyone

The Financial Fitness Mentor program brings together individuals, employers, and financial institutions in a shared effort to build financial well-being. Employees gain tools and insights to manage their income, reduce stress, and plan ahead. Companies benefit from a more focused, productive, and loyal workforce. Banks and credit unions strengthen relationships by helping customers improve their financial health and stability. Together, these participants form a connected ecosystem where everyone wins; creating a healthier, more financially confident community.

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Banks & Credit Unions

The Financial Fitness Mentor program helps banks and credit unions strengthen customer relationships and attract new business. By sponsoring mentors and offering checking accounts that integrate with You Need A Cash Plan, institutions can reduce overdrafts, increase customer savings, and build loyalty. The program also gives them a marketable community service that positions the institution as a trusted financial wellness partner.

Customers gain access to personalized mentoring, seminars, and a practical tool (YNACP) that helps them manage their income, reduce financial stress, and improve household stability. They become more financially confident and view their bank or credit union as a caring ally in achieving long-term financial fitness.

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Companies

The Financial Fitness Mentor program offers an inexpensive, non-intrusive benefit that helps employees manage financial stress and build confidence with their money. By integrating FFM through the You Need A Cash Plan app, companies see:

> Reduced employee stress about personal finances
> Improved productivity, morale, and teamwork
> Less pressure on employers to solve financial issues through raises alone
> Enhanced recruiting and retention, as financial wellness becomes a valued workplace benefit

Employees gain practical tools and personal guidance to manage their finances more effectively. With help from a designated Financial Fitness Mentor, they can:

> Learn to control cashflow and debt using You Need A Cash Plan
> Receive mentoring and participate in financial fitness workshops
> Improve overall financial confidence and family well-being

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