Workplace financial wellness for stock plans.

We believe the path to financial wellness starts at work. 

Equity compensation can give you an edge in retaining talent while giving your employees a powerful financial tool—but only if they know how to use it. To get the most out of the benefits you offer, employees need to understand how equity compensation fits into their broader financial lives.

While many financial wellness programs offer only education, we believe in an action-oriented approach. One that helps each employee—from financial novice to savvy investor—build a plan and take their next step toward financial ownership.


Our four pillars of financial wellness.

We combine people and technology to provide guidance that can help employees move forward. Schwab's financial wellness offerings are built into our stock plan services and into add-on services offered as you need them—at no additional cost to you.

Our personalized, data-driven approach includes:

  • Digital engagement

    Online calculators, assessment tools, and worksheets to help employees establish their goals, determine their risk tolerance, and identify their investment horizon.

  • Financial coaching

    Personalized guidance from CERTIFIED FINANCIAL PLANNER professionals for broad financial planning1 and investing support, as well as help creating an equity awards strategy, managing risk, and addressing general tax implications (available through our Equity Award Consultation Team2).

  • Educational resources

    Targeted, on-demand articles, tutorial videos, tools, workshops, and webinars to help employees navigate vesting events and understand when and how to exercise their options.

  • Flexible solutions

    Access to Schwab's spectrum of advised investing solutions, ranging from personalized, high-touch financial planning services to high-tech automated investing.3


Learn more about financial wellness.

  • Talk with us to learn more and discuss your options.