BeFine™ Financial Wellness 2.0.2

If BeFine™ is provided through your employee benefits plan, you can access the BeFine financial wellness app. BeFine allows you to synchronize with your personal banking accounts and employer-offered retirement plans and insurance, enabling you to monitor your journey towards financial well-being.

Key Features:

• Financial Wellness Dashboard: View an overview of your finances in one central location. Monitor your current goal, review recent transactions, and keep track of your progress with the Financial Wellness Score.
• Debt Management: Establish debt reduction objectives and devise a strategy to achieve them. BeFine links with your credit cards and other debt accounts to deliver personalized guidance and encouragement throughout the process.
• Emergency Fund: Determine suitable savings for unexpected situations. Together, we will define a target and formulate a plan to achieve it.
• Protection: Assess your insurance requirements to ensure adequate coverage for your home, vehicles, and family.
• Budgeting: By syncing your banking accounts and credit cards with BeFine, we can assist you in monitoring transactions and constructing a budget tailored to your lifestyle.
• Retirement Readiness: If you have Vision™ via your employer, BeFine can interface with your retirement plans to evaluate your readiness for post-employment life.

BeFine is exclusive to individuals who have access through their employee benefits program. For verification of BeFine's inclusion in your employee benefits, kindly contact your employer’s HR or benefits administrator.

About BeFine:

BeFine is a service offered by ProManage, a reputable third-party entity that collaborates directly with your retirement plan provider and employer. Both BeFine and ProManage uphold strict confidentiality regarding your information and never disclose it to your employer. The BeFine app solely views and imports your account details without initiating alterations in your connected accounts. Rest assured, all personal and financial information remains private and secure.