Financial Wellness Checklist

​Welcome to the Financial Wellness Checklist Center

    A big part of staying healthy is linked to financial wellness.
    "Sixty-nine percent of people attribute their stress to money…"
    --American Psychological Association

Financial Wellness Checklist

  1. Spending plan
  2. Getting insured
  3. Managing debt/credit
  4. Saving and investing
  5. Planning for retirement
  6. Knowing your consumer rights and avoiding scams/fraud

My Financial Wellness Action Plan

Spending Plan (Personal budget)

Getting Insured

Managing debt/credit

Saving and Investing

Planning for Retirement

  • Department of Employee Trust Funds (ETF) ETF administers retirement and other benefit programs for state and local government employees and retirees. This site is your most up-to-date source of information about ETF-administered benefits.
  • Receive ETF E-mail Updates ETF encourages you to sign up for ETF E-mail Updates using the link next to the red envelope. Signing up for this free service ensures that you will be notified when important information is added to this site.
  • Wisconsin Deferred Compensation Program The Wisconsin Deferred Compensation (WDC) Program is a supplemental retirement savings program regulated by Section 457 of the Internal Revenue Code. It is available to all State and University of Wisconsin employees, as well as employees of local governments and school districts in Wisconsin that have elected to offer the WDC.
  • Ballpark E$timate a retirement calculator
  • Kepro, Wisconsin's employee assistance and work/life program. Free, confidential, for Wisconsin employees AND members of their household. For direct EAP services contact Kepro at Phone: 833-539-7285 or 877-334-0489 (TTY) or visit the Kepro website.
    • Note: All users will be required to create an account at first log in, which allows for site customization, ability to save information and access to live chat support. To receive the company code please contact
    • Kepro also provides…
      • Financial consultation with certified financial counselor
      • College or retirement planning
      • Budgeting, Credit report review or correction
      • Debt management and consolidation
      • Information on mortgages, loans, and other financial arrangements
      • Legal consultation with attorney (by phone or in-person)
      • Consumer law, Family law, Traffic citations, Estate planning, Other personal law issues
      • [Note: Some nominal fees may apply for specific services.]
  • Information about Broker-Dealers and Investment Advisers If you are working with financial advisors or broker-dealers verify their licensure and products by calling 1-800-47-Check (800-472-4325). You will be connected directly to an employee from the Wisconsin Department of Financial Institutions.

Save for College Through the Wisconsin 529 College Savings Program

Knowing your consumer rights and avoiding scams/fraud

Contact Us

David Mancl
Financial Literacy Director
Office of Financial Capability
Phone: (608) 572-5794
Mailing Address:
Wisconsin Department of Financial Institutions
Office of Financial Capability
4822 Madison Yards Way, North Tower
Madison, WI 53705
Physical Address:
Wisconsin Department of Financial Institutions
Office of Financial Capability
4822 Madison Yards Way, North Tower
Madison, WI 53705