Financial One-on-Ones


Financial One-on-Ones

Our team of Financial Wellness Educators will help you learn about your benefits, answer your personal financial questions, create a budget and establish goals for your future. Simply email MoneyMatters@ConcordiaPlans.org to set up your private appointment.  We care about you and your financial well-being, and we're looking forward to working with you!



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Financial Education for Concordia Plans Members

Our team of financial wellness educators is ready to help you tackle your personal financial concerns and questions. See how we can help and then schedule your one-on-one visit!

Financial Well-being Tools and Resources