Financial Wellness Support

Providing you with the tools and equipment to have control over your day to day finances is important to us. In addition to helping you plan for your savings and retirement goals through the 401(k) plan, financial wellbeing means to have the resources to handle most financial emergencies, and to have access to partners that will help you manage your debt and spending. We are very excited to provide you with partners that can help you accomplish these goals!

SoFi Dashboard

As a Dentsu employee, we know your financial health matters. That’s why we’ve partnered with SoFi—to give you access to powerful tools and expert guidance that support your journey toward financial freedom.

Through the SoFi Financial Wellness Dashboard, you now have complimentary access to personalized support across key financial areas:

Key Features

Manage your student loans and debt: Connect your federal & private student loans, get personalized repayment advice, get exclusive perks:
- 25% rate discount for refinancing your student debt
- o $250 principal paydown for funding a private student loan
- o 0.50% rate discount for funding a personal loan
Track your money: Set spending targets, review top spending categories, monitor your credit score, assess your financial health
Supercharge your savings: set savings goals and build an emergency fund, earn a high yield with fee-free SoFi banking
Plan for education: Get personalized 529 plan recommendations, understand how much to save for college
Preparing for homeownership: learn the home buying process, get a cash bonus: $500 bonus for funding a new mortgage or refinance your existing home

You’ll also get access to one complementary session with SoFi’s credentialed financial planners—ready to help you make informed decisions, every step of the way.

Get Started in Minutes!

Visit our SoFi portal to create your account and begin exploring this incredibly useful financial dashboard.

Schwab Financial Concierge

Planning for your future just got a lot easier. Thanks to our ongoing relationship with Charles Schwab, you can now get financial guidance and planning support from The Schwab Financial Concierge™ team with no hidden costs.

Think of Schwab Financial Concierge as the first stop for all your personal finance needs. If you have a question, want guidance on the next step to take, or are looking to map out your financial goals, the Schwab Financial Concierge team is here to help.

Here’s how it works:

You can make an appointment or call at your convenience.
A Schwab financial professional will answer questions, address concerns, and put your needs and best interests first when offering guidance.
If you want to focus on planning, you can work with a Schwab professional to create a personalized financial plan at no cost to you.

Learn more!

You’re in charge of your future, but a little help never hurts. Schedule an appointment today, call 877-566-2027 to speak with a team member, or learn more online.