Measuring the Effectiveness of Your Financial Wellness Strategy:

As with all of your wellness programs, defining the impact you want your program to have, makes developing the program much easier. The same is true for Financial Wellness, by starting with the end in mind; you can be assured to include programming necessary to move the needle on what is most important to your organization. Listed below are some outcome measures you can consider when evaluating your program’s effectiveness.

  • Awareness and Education
    • Awareness of the resources available for financial wellness
    • Awareness of specific financial wellness topic areas
  • Behaviors
    • Self-reported following a personal budget, spending plan, financial plan
    • Self-reported 3-month emergency fund in place
    • Self-reported household spending less than or equal to monthly spending (outside of large items house/car)
  • Participation/Engagement
    • Educational series or event participation
    • Financial Coaching sessions attended
  • Financial Metrics
    • Retirement plan contributions
    • Retirement plan loans
    • Payday advance requests
    • Wage garnishments
  • Other
    • Self-reported stress level due to finances
    • Satisfaction with personal finances

Still not finding exactly what you are looking for, call or email Jeff Butz, FABOH Wellness Director (920-924-3780, This email address is being protected from spambots. You need JavaScript enabled to view it.) to discuss a customized approach for your organization.