Savology is partnering with Champions of Wellness, the company behind the Well-Being Index — the validated well-being measurement tool invented by the Mayo Clinic and used by healthcare organizations to understand and improve the well-being of their clinicians and staff.

The two platforms measure complementary halves of the same problem. The Well-Being Index gives organizations a validated read on how their people are doing — distress, burnout, and well-being over time. Savology’s financial report card grades the dimension of well-being that most programs leave unmeasured: a household’s financial life, across retirement, savings, insurance, debt, and estate planning, in about three minutes.

Financial strain is a well-documented contributor to overall distress, and it is largely invisible to the organizations trying to help — which is precisely why measurement matters on both sides. Where an organization uses the Well-Being Index to understand its people’s well-being, Savology adds the financial layer: every individual can build a free, private financial report card and personalized plan, while the organization sees aggregate participation only, never anyone’s personal finances.

The partnership is already visible in practice through Direct Wealth Care, where clinician well-being measurement and financial planning for healthcare professionals work side by side.

Organizations using the Well-Being Index — or measuring well-being in any form — can reach us about adding the financial layer.