Text Box: An investment in knowledge pays the best interest.  
- Benjamin Franklin

Getting Started . . .



The most important factor is having the support and total buy-in from your business or organization’s leadership team.  Financial wellness in the workplace requires an investment in resources and time; and without leadership support, the efforts will likely fade into the background. 



¨ Designate an existing staff person to the role of “Financial Wellness Coach” or, even better—hire a Financial Wellness Coach who is certified in the field to do this work for your business or organization. 


¨ Training & Materials: determine if you will provide financial education and training to your staff from a market product or if you will do it “in house” with your HR Team and Financial Wellness Coach.


¨ Network with other organizations and use the resources on the site to help you develop your program.


¨ Behavior Change Model & Support: Education alone does not produce the best, long-term results.  Building a relationship with team members, SMART goal setting and regular follow-ups will lead to the highest rate of financial stability for team members and positive results for your business.


360 Degrees of Financial Literacy



360 Degrees of Financial Literacy is provided free by Certified Public Accountants to help Americans understand their personal finances through every stage of life.


This site offers information for all life stages, for example:  those employed and in the workforce; small business and business owners; and information on the latest legislation such as Health Care reform and financial reform and taxes. The site is created for people to understand their finances throughout their life including how to save for college, family financial planning, how to create a plan for retirement and also provides tools to calculate the details. 360 Degrees of Financial Literacy links directly to Feedthepig.org and vice versa. In regard to the workplace, there is a topic which includes career planning as well.


There are useful tools on the site such as Calculators, Infographs, Polls to take part in or an opportunity to ask a question specific to your life/situation of the Money Dr.. The Money Dr. is a panel of CPA’s who have also earned their Personal Finance Specialist (PFS) designation and provide basic financial planning answers with over 60 pages of past questions and answers.

Feed the Pig



Feed the pig is an interactive site which encourages the participant to actively take quizzes and answer other questions to determine money habits and more importantly, how to identify and change money habits. This site includes several examples of ways to save in a variety of settings and for a variety of ages. Feed the pig also links to various pieces of 360 degrees of Financial Literacy. Podcasts are available as well, all without a membership.


A few of the offerings include savings tips from gadget buying to eating out to phone plans and specific ideas how to save money. Me Save is an interactive area to define what type of buyer/spender you are so you are able to identify your habits and how to curb them.


In addition, Feed the Pig offers a tween site which is:  http://tweens.feedthepig.org/tweens/ a classroom program for 4th-6th graders which a teacher can download and implement into their classroom syllabus.

Practical Money Skills


This site is provided by VISA, however it is free.  There are resources for budgeting, credit and useful calculators to determine your financial need for savings, budgeting and use of credit. Tools available without a fee include:  podcasts, video and free materials you can order. In regard to personal finance, references and links to specific companies and agencies allow a person to seek out further information or participate in a program, for example, to reduce debt or refinance your home, etc. The other resources available on the site include a monthly newsletter “Practical Money Skills for Life” and cover a variety of topics available for download online, podcasts, and research and poll results.


For educators, once registered there are complete programs which include activities for students ranging in age from Pre-K through College.

Words of Wisdom Through the Ages


“He who does not economize will have to agonize."

551 BC-479 BC


“There's nothing in the world so

demoralizing as money.”

496 BC-406 BC,


“Cannot people realize how large an income is thrift?” 


106 BC-43 BC


"Thrift comes too late when you find it at the bottom of your purse."

4 BC-65AD


“A small debt

produces a debtor;

A large one,

An enemy.”

—Publilius Syrus,

 1 BC


"Industry, perseverance, and frugality make fortune yield."
―Benjamin Franklin



“Never spend your money before you have it.”

―Thomas Jefferson



It's no use filling your pocket with money if you have got a hole in the


―George Eliot



“That money talks, I'll not deny, I heard it once: it said, 'goodbye’.
―Richard Armour,



“Money is like

gasoline during a road trip. You don’t want to run out of gas on your trip, but you’re not doing a tour of gas stations.
―Tim O'Reilly

May 2010

College Savings Program

Governor’s Council on Financial Literacy

Workplace Financial Literacy Workgroup

WI Department of Financial Institutions

Office of Financial Literacy

201 W. Washington Ave., Ste. 300 (53703)

PO Box 7847

Madison WI 53707-7847

(608) 261-9540