Financial Wellness Suite is now powered by
Best Money Moves is an award-winning financial wellness platform that helps employees make better decisions about their money and solve their financial problems.
Unbiased guidance.
Unique insights.
Helpful programs.
Smarter Decisions.
Introducing: Best Money Moves Premium
A financial wellness platform that works with our legal plans to help our members make better decisions about their money.
Your personal Money Coach works directly with you on the following:
- Personal Tax Return Preparation (State and Federal tax form preparation for $195)
- Unlimited telephone and email advice and consultation on federal tax matters
- Review of your prior yearâs tax return
- Professional, unbiased, confidential, trustworthy
- Certified experts in budgeting, debt management, financial planning, and more
- No sales environment – focus on helping you with financial goals, challenges, and life events
- Help increase savings, lower debts, improve credit, and decrease financial stress
- Telephonic consultations to save you time and money
- 3-5 minute comprehensive financial wellness assessment
- Book a telephone or Zoom meeting with a financial professional to review your assessment, questions and concerns
- Review tailored education based on your individual assessment plus, group webinars hosted and other educational opportunities
- Financial planning resources for major life events including, income, investment, tax, healthcare, legacy and estate, and retirement planning
- 1,000+ pieces of written and video content
- Interactive journeys, tools and calculators
- Budgeting module that helps you set savings goals
- Webinars with money experts let you ask your questions
Financial Wellness Suite Dashboard
The Best Money Moves interactive dashboard makes it easier than ever to help our members on their journey to financial freedom.Â
- Easily access with single sign on (SSO) through the USL Member Portal
- Confidential online interaction with a Financial Crisis Manager
- Privacy Promise – personal information is NEVER shared or sold
- Track financial well-being score over time and review personalized content, resources, and tools based on unique interactions within the dashboard
Dashboard Demo
