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Get Your Financial Life in Order

SAVVI understands that financial wellness encompasses every aspect of your life—every decision, every dollar, and every dream. Whether you need guidance for your home, workplace, or future aspirations, SAVVI has you covered.  SAVVI is here to empower you every step of the way.

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$500+

Employee Average Annual Savings1

Your Financial Future Starts Here

Take charge of your financial decisions with SAVVI personalized guidance. We will help you budget smarter, save more, and achieve your family goals faster.
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Achieve Your Goals

Make smarter decisions about your money to reach your dreams faster.

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Budget Like a Pro

Optimize your spending and saving with personalized advice.

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Protect Your Future

Safeguard your finances with the right insurance coverage.

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Save Smarter

Learn the most effective strategies for short-term and long-term savings.

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Understand Your Finances

Gain clear insights into your financial health with data-driven tools.

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Reduce Stress, Gain Confidence

Let go of money worries and build financial peace of mind.

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Welcome to the Future of Financial Decision Making

Insights Into Your Full Financial Picture

SAVVI’s personalized guidance solution helps your household evaluate spending, tackle debt, and build a secure financial foundation for your family.

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Design Your Best Life

From managing money to building life dreams, our personalized guidance sets you on the path to financial security and confidence.

Actionable steps to reach goals

SAVVI helps you maximize your paycheck by finding the optimal financial planning choices for your needs and budget. Make smarter choices, save money, and feel confident about your financial future.

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Optimize Family Wellbeing with SAVVI

No matter where you need guidance—in your home, at work, or in planning your next financial decision, SAVVI is here to support you.

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Ready to take control of your financial future?

Simple and secure sign‑up:
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Questions?

What does SAVVI cost?

SAVVI is a new financial wellness benefit sponsored by your employer at NO COST to all eligible employees. SAVVI is designed to make managing your financial life easier. It will help you get organized, create financial goals and provide you with an action plan to achieve them. In addition, SAVVI works with your other benefits, like the 401k program, so you know how to take advantage of your employer match and how much you should contribute.

What does SAVVI cost?

The basic SAVVI plan is $5 a month. SAVVI is designed to make managing your financial life easier. It will help you get organized, create financial goals, and provide you with an action plan to achieve them.

HOW DO I ACCESS SAVVI?

You access SAVVI by creating a personal account using the above enrollment form. Access is available 24/7 from all standard browsers (e.g. Chrome, Firefox, Safari, IE11). It is currently best experienced on a desktop computer or tablet.

IS THERE A DEADLINE FOR ENROLLMENT?

You can register for SAVVI at anytime during your benefits plan year.

IS MY DATA PRIVATE?

SAVVI Financial is an SEC-registered investment advisor committed to protecting the sensitive data you share with us. We do not share your individual personal data with your employer.

WHO DO I CONTACT IF I HAVE QUESTIONS?

SAVVI provides support through in-app chat to help during or after the registration process.

Have more questions? Visit our FAQ for more answers.