Financial Resources and Guidance

Take Your Financial Assessment

Check your financial health and bring some awareness to your current financial wellbeing.

Remember to save your results page so that you can compare back to this at the end of the challenge.

Build Your Financial Plan

Finding extra money becomes easier when you know exactly what you're expecting each month. Download this budget planner and fill in your monthly income and expenses to manage your money.

Explore The Financial Education Center

Your Learning Resources

Through this e-learning, available via Degreed platform, you will receive practical tips and tricks to make the most of your money and access new approaches to financial wellbeing in four areas: budgeting debt management, savings and protecting your finances.

Consult with a Financial Professional

Reach out to a Financial Wellbeing Pro who will get to know you and your unique financial situation to help you meet your goals.

Call People Support at 866 282-3866, option 4, to contact a Financial Wellbeing Pro during the following times:

United States



Mon – Fri  6:00am – 6:00pm PT

Mon – Fri 9:00am – 7:00pm ET


Tue – Friday 7:00am PT – 2:00pm PT (30 minute appointments)


Available outside of business hours

United states: Mon – Fri  6:00am – 6:00pm PT for calls, appointments available Tue – Friday 7:00am PT – 2:00pm PT

Canada: Mon – Fri 9:00am – 7:00pm ET for calls, appointments available Tue – Friday 7:00am PT – 2:00pm PT 

Voicemails available outside of business hours

Looking for assistance with the challenge or materials?

Try our FAQ page or click the button to contact support.