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Wealth Steps

Welcome to Wealth Steps

A Company Sponsored Financial Wellness Program

Your Journey to a balanced financial life starts here.

The Reality Is...

People work hard to make the most of their income and create momentum with their money - amidst a lot of financial clutter, and often without the benefit of a clear-cut financial strategy."

So, what if life doesn't go as planned? What if you don't save as much as you thought you would? Or your investments don't produce as had hoped? Or unexpected losses or expenses pop up (career, education, health, home, car), as they often do?


of Employee's say that financial matters cause them the most stress in their lives

Source: Employee Financial Wellness Survey.
PWC, 2016


Wealth Steps is a company-sponsored financial wellness program that introduces employees to essential personal finance concepts from a unique balance sheet perspective. It’s a learning experience that can have a powerful effect on financial decision-making so participants can achieve a higher degree of control over their lifetime earnings and overall financial picture.

The step-by-step approach of Wealth Steps shows you the simple logic and the ideal order of financial decision-making that guide you toward a solid financial future with clarity, confidence, and security.

Wealth Steps benefits both company and employee

Wealth Steps

Combine the power of non-traditional planning and uncommon knowledge into a seamless, turnkey solution for financial balance.

Discover, Learn, Take Action.

Wealth Steps is a customizable, turnkey program that offers:



Series of customizable, in-person and/or web-based workshops supported by automated communications.

Content tailored to benefit any group or segment of employees



Participants get access to a secure, private, confidential website and a personalized scorecard.

Interactive learning tools, videos, articles, and other valuable resources.



Access to a complimentary, one-on-one consultation with a Wealth Steps professional.

Ability to meet with a financial professional in-person or via the web

Contact us to learn more about how to bring Wealth Steps to your company.

Wealth Steps is a service mark of The Guardian Life Insurance Company of America ® (Guardian), New York, NY 10004. © 2019 Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2019-79199 Exp. 5/21