Financial Well-Being Resources

Other Financial Well-Being Resources

Financial well-being is a big part of total well-being, and we’ve got you covered in a variety of ways. Check out the different benefits available to you as an employee of Texas Health and remember, they are free!


Resources through SoFi

(Student Loan Repayment Program Vendor)

You don’t have to be enrolled in the Student Loan Repayment Program to take advantage of these great services to better your financial health, through the SoFi Dashboard, you can find many free resources to help you reach your financial goals that include:

  • Free ongoing credit monitoring
  • Debt navigation tool to help you assess each student loan and identify best next steps
  • No cost no pressure visit with a certified financial planner
  • Estate planning
  • Free usage of Edmit – a college planning resource for parents and/or students



Services through Fidelity

(401(k) Vendor)

  • Life Event Support: from getting married, to changing jobs or buying/selling a house, check out the guides available that provide helpful information on topics to consider when you’re planning to or going through a major life event. To access the Life Event section:
  • Free Education: we all learn differently, and Fidelity has articles, videos, workshops and interactive tools available on many topics
  • Free one-on-one appointment with a Fidelity Consultant. Click here to schedule yours.
  • Resources through Fidelity: including preparing for and paying for college, financial wellness checkups, managing your personal finances and protecting yourself and your family financially. 


Good to Know