Questions for employees

As you’re preparing to talk with employees about their financial wellness, consider the following:

1. Always start by connecting with the person. You may want to ask how they are doing, about their family, or about a work related topic that you’ve discussed before.

2. Provide context! You can share something like “We’re thinking about ways we can support people at the organization when they face emergency situations. We’re also thinking about how we support their financial wellness more broadly, including things like budgeting, building savings, building credit, and planning for the future. I wanted to get your thoughts on this topic.” Remember, it’s best to ask general questions that relate to the whole workforce rather than asking about their personal finacial life.

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