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S.E.T. Your Financial Wellness


Financial wellness is a fundamental human need. At CHRISTUS Health, we want to help you feel secure, focused and less stressed about money by tackling the issue head on with Support, Education and Tools – or S.E.T.

The tools, calculators, assessments and information on this site are curated specifically for CHRISTUS Health Associates, using our 4E Framework (Evaluation, Education, Expansion and Expectation). This approach provides a simple, structured approach to help you strengthen your financial wellness.

Connect with a Financial Wellness Coach
Attend a Workshop or Webinar

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Our 4E Framework

Your Guide to Financial Wellness

Through four clear stages, we’ll guide you on your journey—from assessing and understanding your current financial health to creating a plan for your financial future. Each stage is supported by tools and resources from our vendors.

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Evaluation


Assess and understand your current financial health

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Education


Build a strong financial foundation.

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Expansion


Focus on financial savings.

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Expectation


Plan for—and secure—your financial future.

Learn more

 

    Evaluation

    STEP 1: Assess and understand your current financial health.

    With Fidelity, you have access to a variety of tools and resources to help you assess your current financial situation—so you have a starting point for your journey. Here are just a few you may want to consider:

     


    Get a Financial Wellness Checkup

    In just a few minutes, get a complete picture of your finances and get next steps you can take to help improve your financial health.


    Take the checkup

     


    Create a Budget

    Having a budget can be an important step toward financial success. It can help you set realistic goals for your essential expenses, debt, savings and other expenses.

    Create my budget

     


    Sign Up for a Coaching Session

    Get one-on-one help mapping out your financial future with a licensed professional at Fidelity—available at no cost to you.


    Talk with a coach

     


    Get Support for Financial Stress

    Whether you’re dealing with financial worries or need guidance on managing your money, the Employee Assistance Program (EAP) can help with confidential support services.

    Contact the EAP
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    Education

    STEP 2: Build a strong financial foundation.

    Lay the groundwork by powering your savings and investing.

     


    Attend a Financial Education Workshop

    Whether you’re just starting to think about your finances or you already have a plan in place and want to stay on track, there’s a workshop for you.

    Register today

     


    Use the Contribution Calculator

    See how much you could accumulate over time by modeling different contribution rates to the Christus Health Matched Savings Plan.


    Calculate my contributions

     


    Build Emergency Savings

    Most financial experts recommend you save 3-6 months of your pay in case of an emergency. Help protect against life’s surprises with this important part of your financial safety net.

    Help me save

     


    Manage Debt, Save for College and More

    SoFi is an online bank and personal finance company that offers tools to help with credit card debt, refinancing student loans, personalized debt coaching and building a solid foundation for home ownership.

    Visit SoFi

     

    Expansion

    STEP 3: Focus on financial savings.

    Set specific, attainable and quantifiable short- and long-term goals.

     


    Boost Your Financial Goals

    Set and get closer to your financial goals with Fidelity Goal BoosterSM. You’ll get access to a savings comparison widget, digital goal tracking dashboard and more support. It all starts with a goal!

    Set a goal

     


    Maximize Savings Plan Matching Contributions

    Contribute at least 6% of your pay to the Christus Health Matched Savings Plan to ensure you take full advantage of matching contributions, as available.


    Change my contribution 

     


    Investing for Beginners

    Not sure how to go about investing? This video explains investing at a high level… so you can start learning how to make your money work for you!


    Help me start

     


    Understand the Importance of Diversification

    Get help understanding how choosing the right mix of investments—and performing periodic check-ups—can help you achieve your goals.

    Learn more

     

    Expectation

    STEP 4: Plan for—and secure—your financial future.

    Help your children learn good money habits, estimate your potential Social Security benefit and calculate your potential retirement income. Plus, learn how you can maintain your financial wellness after you retire.

     


    Be a Smart Money Role Model

    Check out this informative article on how to lead by example teaching kids good money habits, including sound spending, saving and investing decisions.


    Help me role model

     


    Estimate Your Social Security Benefits

    This tool can help you decide when to start your Social Security benefit, offer a strategy for claiming your benefit and show you how much your benefit might be.

    Estimate my benefit 

     


    Calculate Your Retirement Income

    Explore how much money you might have coming in every month during retirement, using a mix of predictable income—such as Social Security and pensions—and your savings.

    Calculate my income

     


    Maintain Financial Wellness in Retirement

    This 4-step financial wellness framework can help you feel confident in retirement—from managing your withdrawals to protecting your key assets.


    Learn more

     


    Fidelity Learning Center


    While this site highlights select tools and resources you may find helpful on your financial wellness journey, you can find much more on a variety of topics in the Fidelity Learning Center—including articles, financial insights, podcasts, videos, webinars and more.

    Go to the Learning Center

     

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    Get Help

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    Mobile

    Access your account, resources, and tools—anytime, anywhere—with the Fidelity NetBenefits mobile app.

    Download the app

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    Online

    Access your account, resources, and tools online at NetBenefits.com.

    Go to NetBenefits

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    Phone

    Call 1-800-343-0860 from 8:00 a.m. to 4:00 p.m. to speak with a Fidelity representative.

    Investing involves risk, including risk of loss.

    This information is intended to be educational and is not tailored to the investment needs of any specific investor. 
    The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated. 
    Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 
    © 2025-2026 FMR LLC. All Rights Reserved. 
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