Financial Wellness

Financial challenges come and go but one thing remains certain: they can be stressful! But they don't have to be. Whether you’re planning for the future or need help solving an immediate problem, it helps to get help.

Meet with a Financial Specialist

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 including debt management, family budgeting, estate planning, and tax planning.

 

 

To get connected directly to a financial specialist, call 877-327-2362 (TTY: 800-697-0353) anytime 24/7.

This service is available to all benefit-eligible University of Arizona employees.
Using ComPsych services is completely confidential, offered in multiple languages, and offers 24/7 access to support, resources & information.

Meet with a Financial Planner

Meet with a certified financial planner from Fidelity Investments or TIAA to review your financial situation, plan for future financial needs, and determine if you are on track for retirement. You may schedule complimentary appointments with either of the two ABOR-approved investment providers whether or not have an account with them

Schedule an appointment
Call: 800-343-0860

CJ Olsen
208-400-0583
cj.olsen@fmr.com

 

Schedule an appointment
Call: 800-732-8353

Donn Fitch
480-350-3209
dfitch@tiaa.org

Julie Flores
505-600-4326
julie.flores@tiaa.org

 

On-Demand Video

Create a Budget, Ditch Your Debt, and Build for the Future: Practical strategies to manage spending and debt.
Approx. Time: 28 minutes
Presenting Partner: Fidelity Investments

Watch Video

Turn Your Savings Into Retirement Income:
Ways to save for retirement and to keep your assets growing.
Approx. Time: 20 minutes
Presenting Partner: Fidelity Investments

Watch Video

Basics of When and How To Claim Social Security: How social security works and considerations before claiming.
Approx. Time: 25 minutes
Presenting Partner: Fidelity Investments

Watch Video

Upcoming Financial Wellness Events

A man standing at the front of a classroom.

Jul 14

12:00 pm - 1:00 pm

Live Q&A session – Understanding the Basics of Social Security

Learn about key Social Security claiming ages and how your benefit is calculated, so you can better understand the choices.

Read more
TIAA logo.

Aug 11

12:00 pm - 1:00 pm

Charting Your Course: A financial guide for women

All you need to know to plan for retirement and help make your money work harder.

Read more
A man standing at the front of a classroom.

Aug 25

11:00 am - 12:00 pm

Maximize Social Security in Your Retirement Strategy

Create your retirement paycheck with your Social Security benefit and other income sources.

Read more
TIAA logo.

Sep 15

12:00 pm - 1:00 pm

Money at Work 2: Sharpening investment skills

Expanding your portfolio to maximize potential growth while minimizing risk.

Read more

Additional Resources for Employees

Legal Resources

Get access to a full staff of legal experts, unlimited phone consultations, and more.

Find Legal Resources

Employee Assistance Counseling

Free, confidential short-term counseling is available to all benefits-eligible employees, their dependents, and members of their households.

Get Counseling

Relocation Research & Support

Get access to specialists who will conduct research and provide pre-screened referrals.

Find Relocation Support