New Year Financial Wellness Assessment

Start the New Year With Financial Clarity

The new year is the perfect time for employees to reflect on their financial health and take meaningful steps toward stability and growth. This New Year Financial Wellness Assessment helps HR teams and benefits coordinators provide personalized financial support through a confidential, comprehensive evaluation.

Designed for HR professionals, benefits managers, and employee assistance programs, this form captures key indicators of financial wellness—from debt levels and savings health to retirement readiness and financial stress factors. The assessment identifies employees who may benefit from counseling, educational resources, or tailored benefits programs, helping organizations build a more financially secure and engaged workforce.

Why Financial Wellness Matters

Financial stress is one of the leading causes of workplace anxiety, absenteeism, and reduced productivity. By offering a structured wellness assessment at the start of the year, organizations can:

• Identify at-risk employees who need immediate support or resources
• Match employees with relevant benefits like financial planning services, debt consolidation programs, or retirement advisors
• Demonstrate organizational care and improve retention and satisfaction
• Create baseline metrics to measure the impact of financial wellness initiatives throughout the year

Built for Confidential, Actionable Insights

This Paperform template uses conditional logic to adapt questions based on employee responses, ensuring a personalized experience that respects privacy. Submissions can automatically route to HR systems, trigger follow-up workflows in Stepper, or populate dashboards for program evaluation—all without manual data entry.

Whether you're rolling out a new financial wellness program or refreshing an existing initiative, this template provides the foundation for meaningful, measurable support that helps your team thrive in the year ahead.