Financial Wellness

Implementing smart financial strategies such as budgeting, saving, and planning for retirement can help your current and future financial needs. Establish a solid financial foundation with the tools and resources below.

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Retirement Vendors  |  Tools |  Articles  |  Videos |  Local Resources

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NEW: Explore Financial Resources on Your Own Time

To access the ComPsych portal, you need to create an account:

  1. Go to
  2. Click I am a first-time user.
  3. Enter Company/Organization Web ID: HN8876C
  4. Enter a Username (must be 6 characters and no spaces) and Password.
  5. Optional: Download the app from Google Play or the App Store.


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Your Personalized Retirement BluePrint

A personalized Retirement Blueprint® from CAPTRUST can be a valuable tool to help you plan for and navigate your retirement benefits and other financial priorities (e.g., budgeting, debt, credit, college savings) through CAPTRUST’s participant advice program. Learn more about how a Retirement Blueprint® can improve your financial future and how CAPTRUST can help you achieve your goals.

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Savi Student Debt Solution

The Savi Student Debt Solution program can assist you in navigating federal repayment plans and loan forgiveness programs. Enter your info for free to see your options and potential savings. Or pay an annual fee for more assistance and convenient e-filing.

Brought to you by TIAA.

Creating Your Spending Plan Worksheet

Surprises are nice, but not when it comes to your money. If you're scrambling to pay the bills each month, you would probably benefit from having a budget. Map your monthly expenses and set your targets with this worksheet.

Brought to you by TIAA.

How You Money Tips

Watch short, topic-specific videos including financial fundamentals, saving, investing, retirement, and more.

Brought to you by Fidelity.



Recent Articles

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ORP & Voluntary 403(b) Retirement Advisors

Investment providers approved by the Arizona Board of Regents

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Fidelity Investments

Fidelity Investments help you make better decisions with easy-to-use tools and straightforward insights from experienced professionals. From strategy to analysis, our calculators and tools help you plan, evaluate, and track your finances so you’re always in the know.

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TIAA Financial Planners

It's essential that you start now and stay invested for your future. Taking smart financial steps today may help lead you to a solid financial future after you’ve stopped working. TIAA can also help you work through federal repayment plans and loan forgiveness programs.

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Additional Resources

Request a Presentation

 Foster a culture of well-being in your office by including presentations on financial wellness in a meeting or a department retreat. For groups, units, and departments.

ComPsych FinancialConnect

ComPsych FinancialConnect provides access to an in-house team of financial specialists who can offer unlimited, objective financial guidance on a broad range of issues. This service is available to all benefit-eligible University of Arizona employees, their dependents, and members of their households. 

Call anytime 24/7
877-327-2362 (TTY: 800-697-0353)

Contact Us

Have questions about this program?

Connect with the Life & Work Connections Team
Phone: 520-621-2493

Have questions about your benefits?

Connect with the HR Solutions team