How it works
Answer 22 questions to see how you can improve your employee financial wellness assessment.
This assessment has been developed to help HR professionals and leaders assess their current impact on employee financial wellness, and what role they could play to improve it. In about 5 minutes, you will generate results with some actionable ideas on how to reduce employee financial stress.
You’ll be assessed in four key areas.
Health benefits
Measuring the impact of existing plans on employee financial health
Savings plans
Assessing how existing retirement savings options affect programs that support employee financial health
Company culture
Understanding how company culture may support employee financial health
Financial stress
Assessing current awareness of likely financial stressors experienced by employees
About us
CacheFlo is a behaviour-based financial literacy company that makes it easier for people to act on what they learn about money.
Research has shown that most financial literacy efforts are not working, and it’s evident there is a significant knowing-doing gap with the current approach.
Our eLearning and behaviour-based tools allow both professional and individual learners to act on new financial knowledge as they go. As a learner’s life or business changes, they can update their profile and quickly review concepts to keep them on track.
We’re on a mission to prevent money from hurting people. From financial professionals to employers to employees to retirees, CacheFlo has something that can benefit everyone!
It’s free and only takes 5 minutes.

