Savology × Staff Guidance

Financial wellness for the people who run our schools.

Staff Guidance gives school employees answers when they need them. Savology adds the money dimension: a three-minute financial report card and a personalized plan for every staff member: teachers, aides, administrators, and everyone in between.

Free · About three minutes · Private by design

The financial report card you receive: an overall grade with letter grades across your whole financial lifeA− Your grades in 3 minutes
Why this exists

Schools run on people who are quietly stretched.

School staff are asked to hold a building together on public-sector pay, with pensions that are genuinely complicated and benefits that go unused because nobody has time to read them.

Every role

Support that stops above the classroom

Financial guidance in districts tends to reach administrators. Teachers, aides, bus drivers, custodial and cafeteria staff, the people the building cannot open without, are rarely offered anything.

Second jobs

Summers spent making up the gap

A pay structure with a hole in it drives a second job, and financial strain follows staff back into September. It shows up as burnout and turnover long before it shows up in a budget line.

Unused benefits

A pension nobody explains plainly

State pensions, 403(b)s, and district plans are genuinely complex, and the explanations arrive as forms. Staff often cannot tell whether they are on track, so the question gets avoided rather than answered.

The three-minute walkthrough

Three minutes, in the staff room.

The Staff Guidance version of the Savology survey. Tap-only answers, nothing to look up, and your grades at the end, never visible to your school or district.

1

Answer a short set of questions

About three minutes on a phone. Tap-only for most of it, with ranges instead of exact figures, so nothing needs looking up.

2

Your grades appear

Retirement, savings, insurance, debt, and estate, graded A to F, including how your pension and 403(b) actually leave you positioned.

3

Your plan follows

Prioritized next steps in plain English, pointing at the district benefits you already have and may not be using.

The Savology short survey carrying the Staff Guidance masthead, for school staff
Private, on your phone

What you walk away with

Every role

For the whole building

Financial guidance usually reaches the people who need it least. The report card works at every salary band and every role: no minimums, no jargon, no assumptions.

Private by design

Never visible to the district

Each staff member's report card and plan belong to them alone. Employers and districts see aggregate participation, never anyone's personal finances.

Actionable

Grades, then next steps

Letter grades across retirement, savings, insurance, debt, and estate planning, then a prioritized plan that routes staff toward the benefits they already have.

Why anyone does nothing

Most people never act on their finances, and it is rarely for lack of caring. It is that almost every route into getting help feels like the opening of a sales pitch, and the moment something feels that way, people stop.

Nothing is sold to anyone here. The report card is free, it takes about three minutes, and it asks for no account logins and no Social Security number.

It exists to get people off the sidelines and doing one thing that is good for them, which is the only part that has ever actually mattered.

Private by design

Your district never sees any of this.

Your report card and plan belong to you alone. Your school, your district, and Staff Guidance see participation counts only: never your grades, your numbers, or whether you finished. There are no payroll integrations and no data feeds.

How the separation works →

About Staff Guidance

Staff Guidance

Staff Guidance is a Cook Center for Human Connection program supporting the wellbeing of school employees, with expert help for the hardest parts of working in education. Savology adds the financial dimension of that wellbeing, free to every staff member.

Visit Staff Guidance →

Common questions

Does this cost anything?

No. The report card and your personalized plan are free: no credit card, no trial, nothing to cancel.

Can my school or district see my results?

No. Your report card is visible to you alone. Districts and schools receive aggregate participation only, how many staff took part, never who or what anyone scored.

Does it understand pensions and 403(b) plans?

Yes. Retirement readiness is graded on what you actually have, including a state pension and any district retirement plan, so the grade reflects a public-sector career rather than assuming a private-sector one.

Will I be contacted or sold something?

Not unless you ask. Finishing a report card does not put you on a call list. If your grades show a need that genuinely takes a professional, you may be offered an introduction to a well-vetted advisor, entirely your choice.

What is the relationship between Savology and Staff Guidance?

Staff Guidance is a Cook Center for Human Connection program. Savology supplies the financial wellbeing layer inside it, the report card, the plan, and the education, under the Staff Guidance name.

Three minutes to know where you stand.

Free · About three minutes · No account linking, no documents