This valuable program can help you achieve all your short- and long-term financial goals across a range of relevant topics — wherever you are in your life.
A: While we think you’ll get the greatest benefit by using all of the components of the EY Navigate experience, you can work solely through the EY Navigate website if you prefer. If you do work independently, you may want to engage an EY planner when you have complex financial issues and need extra help.
A: The EY Navigate financial wellness program is offered by your employer, at no cost to you, as part of your benefits package.
A: Yes. EY Navigate is included in the strict data privacy and security standards practiced by EY member firms.
A: EY Navigate planners are highly credentialed, experienced professionals who provide coaching on saving, spending, investing, financial goal-setting and tax planning. EY Navigate planners do not sell any financial products, which means you can count on unbiased, objective financial guidance.
A: No. While EY Navigate is offered to you as one of your workplace benefits, your employer will not have access to your EY conversations and online planning sessions unless you provide authorization.
A: EY Navigate is a highly personalized financial wellness service that guides you each step of the way as you manage the twists and turns of your financial wellness journey. The program offers you a mix of online resources and one-on-one interaction with EY financial planners.
A: Once you’ve registered, EY Navigate presents a series of financial goals. You decide which goals matter most to you and your family, including:
• Living within a budget
• Reducing your debt
• Planning for retirement
• Preparing for the unexpected
• Protecting your legacy
• Making the most of your workplace benefits
You’ll be guided through the necessary steps to help you meet each goal and, over time, build healthier financial habits that lead to long-term financial wellness. During the goal setting process, you can securely connect your online financial accounts through the account aggregation feature.
A: EY Navigate breaks down complex tasks into manageable action plans through:
• A personalized approach
• A user-friendly website and phone line
• An engaging experience that helps you build in healthy financial habits
• Convenient access to all your financial accounts in one secure place online
• Dedicated, objective and credentialed financial planners
You decide how you want to engage with EY Navigate, including:
• Online through the EY Navigate website
• By phone with the EY Navigate Planner Line
• In webinars through EY Navigate™ Group Learning sessions