EY Navigate™: Comprehensive financial planning services

In Tax

EY Navigate™ is a holistic financial wellness program that encompasses access to professional planners, a digital financial planning tool, and educational workshops.

Related topics
Tax

The Team

Juliette Meunier
EY US Employee Personal Finance Leader
Dan Eck
EY US Managing Director of Group Learning
Cinda Boyd
Ernst & Young LLP West Region Leader
 
EY Personal Finance > EY Navigate
 

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:

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.

The team

Juliette Meunier

EY US Employee Personal Finance Leader
Passionate about wellness in the workplace and empowering employees to make informed financial decisions throughout their working lives. Proud mother. Avid reader. Fitness lover. Wine enthusiast.
Los Angeles, USA

Dan Eck

EY US Managing Director of Group Learning
EY Executive Director in Columbus with a passion for empowering individuals to improve their financial future. Musician, father and treasurer for many non-profit organizations.
Columbus, USA

Cinda Boyd

Ernst & Young LLP West Region Leader
Senior manager. West Region Leader for EY Personal Finance. Building a better working world by supporting large organizations and their employees. Provides financial wellness solutions.
San Diego, USA

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    EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.