Find support to help you increase your savings, lower debts and improve credit — so you can dial down financial stress.

Find support to help you increase your savings, lower debts and improve credit — so you can dial down financial stress. Emotional Wellbeing Solutions, your employee assistance program (EAP)* provides access to financial advisors and resources.

At no extra cost, you can:

  • Work with a financial coach and receive personalized guidance about taxes, financial planning, budgeting and more
  • Get resources designed to improve financial health and literacy
  • Navigate financial decisions with decision trees, calculators and worksheets
  • Take financial assessments to check your financial health, learn your money mindset and more
  • Explore self-paced workshops and courses
  • Browse a wide range of financial articles aimed to meet your unique financial needs

 

Get started by scheduling a virtual session with a BrightPlan financial coach

Included at no additional cost to you:

  • Online financial stress assessment
  • Self-directed online learning modules on credit, debt, and budgeting
  • Financial calculator to assess your current situation
  • Tax consultation and preparation
  • 25% discount for preparation of all personal income tax documents
  • 3 calls with a money coach – 100% confidential

 

Included at no additional cost to you:

  • Online financial stress assessment and personalized action plan
  • Self-directed online learning modules on credit, debt, budgeting, retirement and more
  • Live financial education webinars
  • Financial calculator to assess your current situation
  • Powerful online money management tool (My Secure Advantage Wallet)
  • Tax consultation and preparation
  • Interactive legal forms and help
  • 25% discount for preparation of all personal income tax documents
  • 3 calls with a money coach – 100% confidential

 

Included at no additional cost to you:

  • Online financial stress assessment
  • Self-directed online learning modules on credit, debt, and budgeting
  • Financial calculator to assess your current situation
  • Tax consultation and preparation
  • 25% discount for preparation of all personal income tax documents
  • Unlimited coaching sessions with a money coach – 100% confidential

 

*Your plan may not include these EAP benefits. If you are not sure if you have access to EAP services, check the back of your Medica ID card, contact Medica customer service, or call 1‐800‐626‐7944 to talk to an Emotional Wellbeing Specialist.