Employee Survey and The Personal Financial Wellness Scale™

The PFW Scale™ provides organizations with a simple way to evaluate employee financial stress. Fill out the Service Request Form to use the Employee Survey and PFW Scale™ at your business!

Sample Employee Survey
Service Request Form

What is the Impact of Employee Financial Wellness?

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Organizations that provide financial education in the workplace show improvements that include increased productivity, employee morale, loyalty and decreased healthcare costs, absenteeism, turnover, workplace distractions, and operational risk across the company. Research shows that financial education programs are a cost effective way of contributing a positive ROI to the company’s bottom line.

Return on Investment Calculator


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Companies providing financial education show results that include:

  • Improvement in workplace productivity
  • Improvement in employee morale
  • Improvement in company loyalty
  • Reduced absenteeism
  • Reduced turnover
  • Reduced workplace distractions

Financial education programs have the potential effect of contributing significantly to the company’s bottom line. 

Use our Return on Investment Calculator to estimate the impact of investing in financial education at your organization.