BeFine™ Financial Wellness

If BeFine™ is provided through your employee benefits plan, you can download the BeFine financial wellness app. BeFine connects with your personal banking accounts and employer-provided retirement plans and insurance so you can track your progress on the path to financial wellness. Key Features:

• Financial Wellness Dashboard – Get the full picture of your finances, all in one place. See your current goal, review your latest transactions and track your progress with the Financial Wellness Score.
• Debt Management – Set goals to pay down debt and make a plan to get there. BeFine connects with your credit cards and other debt accounts to give you personalized advice and motivation along the way.
• Emergency Fund – BeFine will help you identify how much you can save for a rainy day. Together, we’ll set a goal and create a plan to get there.
• Protection – Review your insurance needs to make sure your home, vehicles and family have the protection they need.
• Budget – When you connect your banking accounts and credit cards to BeFine, we can help you track transactions and build a budget that fits your life.
• Retirement Readiness – If you have Vision™ through your employer, BeFine can connect to your retirement plans help you see how prepared you for life after work.

BeFine is available exclusively for those who have access to BeFine through their employee benefits program. If you’re not sure if BeFine is part of your employee benefits, reach out to your employer’s HR or benefits administrator.

About BeFine: BeFine is a service of ProManage, a trusted third party that partners directly with your retirement plan provider and your employer. BeFine and ProManage never share your information with your employer. The BeFine app can only view and import your account information and never makes changes in your connected accounts. Your personal and financial information is always confidential and secure.