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EY Navigate™: Comprehensive financial planning services
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EY Navigate™ is a holistic financial wellness program that encompasses access to professional planners, a digital financial planning tool, and educational workshops.
EY Navigate’s financial planning solution includes access to three key financial wellness services:
Financial planner line: Direct access to EY financial planners for objective and confidential financial planning and benefits guidance
Digital website and app: self-service financial planning tool with access to goal planning, calculators, articles, videos, webinars, and secure access to your EY financial planner
Group learning: custom financial education and benefits-focused workshops and webinars, from short topical sessions to full-day comprehensive planning programs, designed to reach key employee populations and achieve program objectives
What the EY Navigate financial planning service can do for you
EY Navigate combines financial guidance with digital tools, offering employees an actionable roadmap for their financial journey, enhancing employee financial wellness.
EY Navigate features and benefits include:
EY Navigate helps your employees’ progress toward the financial goals that matter most to them and their families.
In addition to the phone line, EY Navigate Digital is also available through a website and mobile app. This allows employees to connect to EY Navigate in the way that work best for them to create financial wellness solutions and achieve their financial wellbeing objectives.
EY Navigate financial planners are highly credentialed professionals available to assist employees. They have only employees’ interests in mind, not products or sales of any kind.
EY Navigate meets employees where they are to help them build healthier financial habits and long-term financial wellness over time.
EY Navigate Digital offers easy-to-use calculators, videos and other tools to support financial planning in a secure online environment. Users can also securely link online accounts for real-time access to their spending and net worth.
The EY Navigate Work with a Planner offering securely connects employees to EY financial planners via the website and app for messaging, appointments and document sharing. Work with a Planner provides a bridge between the digital and planner components of EY Navigate.
Workshops and webinars introduce financial planning topics, reinforce the value of company benefits, and encourage participants to develop personal action plans and take steps to improve their financial wellbeing.
Benefits of EY Navigate for employers
Your workforce is one of your greatest assets. When your employees experience financial stress, that stress can have a trickle-down effect on organizational success and their effectiveness. Because of that, leading employers are increasingly offering comprehensive financial wellness services to their employees.
