Employers

Invest in Your Employees. Strengthen Your Workplace.

Financial stress doesn't stay at home—it follows employees to work.

When employees are worried about paying bills, managing debt or handling unexpected expenses, it can affect focus, productivity, attendance and overall well-being.

Save First Financial Wellness partners with employers to provide practical financial wellness solutions that help employees build confidence, reduce financial stress and navigate life's unexpected challenges.

The result is a stronger workforce and a more supportive workplace culture.

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Why Financial Wellness Matters

Supporting employees' financial well-being isn't just good for people, it's good for business.

Financial stress doesn't stay at home… it follows employees to work. According to numerous workplace studies, financial stress is one of the leading causes of employee distraction and lost productivity.

In fact, financially stressed workers spend up to 20 hours each month addressing personal financial matters during work time (Oxford Academic). Providing financial wellness resources helps employees stay focused, perform at their best and contribute to a healthier, more engaged workplace.

Employees experiencing financial hardship are more likely to:

Miss work due to financial emergencies

Struggle with concentration and productivity 

Delay medical care because of cost 

Experience increased stress and burnout 

Seek higher-paying jobs even when they enjoy their current workplace

How Save First Helps

We don't sell financial products or investment services. Our role is to educate, coach and support employees with practical, unbiased guidance that helps them make informed financial decisions.

Our services can be customized to meet the needs of your organization.

Financial Wellness Workshops

Interactive workshops that give employees practical tools they can apply immediately.

Available virtually or in person.

Topics include:

  • Budgeting 

  • Saving 

  • Banking 

  • Credit 

  • Debt reduction 

  • Taxes 

  • Insurance 

  • Renting/ Homeownership 

  • Retirement planning 

  • Consumer protection 

  • Financial goal setting

One-on-One Financial Coaching

Some financial questions require personal attention.

Coaching is confidential, personalized and judgment-free.

Our certified financial coaches meet individually with employees to help them:

  • Create spending plans 

  • Pay down debt 

  • Build emergency savings 

  • Improve credit 

  • Navigate major life changes 

  • Prepare for homeownership 

  • Plan for retirement 

  • Set realistic financial goals

Emergency Assistance Administration

Unexpected financial emergencies happen.

Save First administers employer-sponsored emergency assistance programs that provide timely support while reducing administrative burden on your HR team.

Our goal is to provide immediate support while helping employees build long-term financial stability.

We help employers:

  • Receive and review applications 

  • Verify eligibility 

  • Manage distribution of assistance funds 

  • Maintain consistent processes 

  • Connect employees with additional financial coaching and resources 

Resource Navigation

Sometimes the biggest challenge isn't knowing where to turn.


Our team helps employees identify community resources and benefits that may be available to them, connecting them with programs and services that can help meet immediate needs while supporting long-term stability.

Customized Financial Wellness Programs

Every workplace is different.


We'll work with your leadership team to design a financial wellness strategy that fits your organization, whether you're looking for a single workshop, ongoing coaching, an employee emergency assistance program or a comprehensive financial wellness initiative.

Why Employers Choose Save First

Unlike organizations focused solely on financial education, Save First combines education, coaching and emergency assistance into one integrated approach.

We meet employees where they are—whether they're planning for retirement or trying to make it through a financial crisis.

That means employers have one trusted partner for financial wellness across the entire employee journey.

A Partnership That Benefits Everyone

When employees experience greater financial stability, everyone benefits:

  • Employees gain confidence and practical financial skills.

  • HR teams have a trusted partner to support employees through financial challenges.

  • Organizations foster healthier, more resilient workplaces.


Together, we can create a workplace where financial wellness is part of employee well-being.

Get More Information on Partnering

How It Works

01

We Learn
About Your Organization

We meet with your team to understand your workforce,
goals and existing benefits.

02

We Build a Customized Plan

Together, we'll recommend workshops, coaching, emergency assistance administration or other services that fit your organization's needs.

03

We Support

Your Employees

Our team delivers compassionate, practical financial wellness services that help employees build confidence and long-term financial stability.

04

We Grow With You

As your organization evolves, we continue to adapt and expand services to meet changing needs.

Let's Partner

If you are ready to learn more about what it would look like to partner with Save First for your employees, we’d love to connect and get you a personalized proposal.

Get Started with Save First

Employer Experiences

  • At The Vancouver Clinic, caring for people is at the heart of everything we do, and Save First has become a trusted partner in helping us extend that care to employees facing some of life's most challenging moments.

    "Through their support of our Heart-to-Heart Fund and the financial wellness training they provide, Save First offers more than practical guidance and education. They meet people with compassion, dignity and understanding when they need it most. Their team has helped our employees navigate hardships with confidence and hope, while reinforcing a culture where people feel seen, supported and never alone. We are deeply grateful for this partnership and the meaningful difference Save First continues to make in the lives of our employees and their families."

    Robert Martin, Chief Human Resources Officer
    Vancouver Clinic


  • On behalf of the Providence Regional Office of Mission Integration in Oregon, I am pleased to commend our long-standing collaboration with Save First Financial.

    “In 2010, we ventured into a new relationship to expand our Providence Helping Hand Fund, designed to support our caregivers who encounter unexpected and challenging moments. Through our partnership, we have moved upstream to support caregivers who may benefit from financial coaching. Through this program, our caregivers learn new tools for achieving financial well-being and stability. We have seen our caregivers break the cycle of debt and return as volunteers to help teach others how to do the same. The incredible caring team of Save First Financial has been there to help us support our caregivers in a confidential and meaningful way. In addition, we value this program as it helps us identify some of the greatest unmet needs facing our caregivers and our community sooner. We deeply value our partnership and this program's support as we strive to care for our entire community.”

    Tim Serban. Chief Mission Integration Officer
    Providence Health & Services

  • Through financial coaching and the Helping Hands Fund, both administered through our partnership with Save First Financial, as well as other programs and resources, our caregivers have access to a variety of resources to support their spiritual, emotional, and financial needs while ensuring their privacy and respecting their dignity

    “PeaceHealth stands at the forefront of caring. Not just for the communities and patients we are privileged to serve but for each other. Our PeaceHealth Mission calls us to treat each person in a loving and caring way, and we extend this same compassionate care to our caregivers. We know financial, physical, and mental wellness are equally important to overall health."


    Eve Logsdon, Senior Vice President and Chief Human Resources Officer
    PeaceHealth

  • From vetting support requests from individual employees experiencing a financial crisis to providing supportive financial counseling, Save First is there for our team.

    “At The Oregon Clinic, we care deeply about the health and wellness of all our employees. We were looking for a way to equitably support staff experiencing financial hardship while maintaining privacy over their financial situation. Save First provides an innovative solution that meets all our needs.”

    Tom Sanchez, CEO
    The Oregon Clinic

  • “Save First is a stellar program. Helping others succeed, we grow healthier, stable employees and communities.”

    Joan Kapowich, Retired Senior Executive
    Providence Health & Services

  • Since 2010, Save First has been the linchpin administering this program for Providence.

    "Providence has long had a program whereby employees (which we call "caregivers") can obtain a one-time distribution of financial assistance during a time of extreme financial hardship. Accidents can cause these hardships, such as the death of a loved one, unexpected costs such as rent increases, transportation issues, or medical expenses. Since 2010, Save First has been the linchpin administering this program for Providence. Caregivers who are approved to access a one-time gift of financial support are required to take classes provided by Save First to help them plan a personal budget and plan for unexpected expenses. This results in financial empowerment for these caregivers and gives them life-enhancing skills. Access to personal financial coaching gives them new tools to help them avoid future financial crises. This confidential service has been a lifesaver for many Providence caregivers. It gives hardworking employees a much-needed lift to overcome tough times and move into a more hopeful future. This would not be possible without the team of professional partners at Save First Financial."

    Laurie Kelley, Group Vice President / Chief Philanthropy Officer
    Providence

  • With its mission to improve financial wellness through empowerment, Save First has been an ideal partner for Burgerville.

    "With its mission to improve financial wellness through empowerment, Save First has been an ideal partner for Burgerville. The company uses a comprehensive approach to help our team members find lasting solutions to financial situations."

    Nina Stratton, Retired Vice President
    Burgerville

  • Over the years Providence Health Plan caregivers have been blessed by the Providence Helping Hands Fund administered by Save First Financial Wellness.

    “Over the years Providence Health Plan caregivers have been blessed by the Providence Helping Hands Fund administered by Save First Financial Wellness. One of our caregivers needed to remove herself and her child from an abusive home setting and begin again in a new apartment. With financial support from our Helping Hands Fund and guidance from Save First, she was able to move into a safe environment and start over financially for herself and her child. She’s forever grateful for our assistance and help and really felt cared for in a very compassionate manner.”

    Fr. Tim Bushy, Director of Mission Integration & Spiritual Formation
    Providence Health Plan

  • We are fortunate that this fantastic fund helps staff out on a personal level away from work.

    "Since creating this fund, I have had at least four employees get assistance from the plan in one way or another. It has shown to benefit our staff that truly needed support with housing issues (couch surfing), vehicle issues, or overwhelming bills. This is evident when the employee comes to work smiling and happy to be here because they are in a safe place now, have transportation, or paid off medical bills. We are fortunate that this fantastic fund helps staff out on a personal level away from work. This builds loyalty for Burgerville's retention efforts and shows that our company is mission-led with "Serve with Love "at its core. I often remind all staff about the fund's value, our benefits over our competition, and why this makes our company unique and special. We are blessed to work for a caring company, which shows in many ways. Thank you personally and professionally."

    Marc Bowers, General Manager
    Burgerville

  • The great thing about this program is that it can provide immediate financial assistance to our employees and resources such as financial wellness classes and financial counseling that help staff confidently take charge of their personal finances.

    “Save First has been a wonderful partner in helping to provide financial assistance to staff experiencing hardship. Particularly during these challenging times, having an organization whose goals align with ours has only helped them serve as a trusted resource.”

    Human Resources
    The Portland Clinic