You can't tell how far you've come unless you know where you started.
Assessment comes in tiers. One - where are you? Two - how far have you come? Three - Where are you going? Nothing motivates likes getting part way up a hill (if you're hiking), or down a hill (if you're skiing) and looking back to where you started. The "I did all that" assessment can be one of the strongest motivators for continued success in greater challenges, as well as understanding what did not work to make adjustments!
This section of the LEARN program will concentrate on setting benchmarks and milestones for all your programs, that will allow you to track how far you've come.
It's Time For Each of Us to Reassess...
That Includes Reviewing Your Finances!
It is important to assess our total well being so we can come up with steps to improve it. Over the past few months, our Wellness Committee has been promoting the importance of taking care one’s physical and mental health and now we are encouraging everyone to complete a reassessment of their personal finances. You will want to consider things like managing debt, credit, protecting assets, identity theft, retirement and healthcare costs, and caring for family members when during your own assessment.
One way you can do this assessment is by taking advantage of our 401(k) plan administrator, BPAS, resource, Financial Finesse.
Financial Finesse provides us access to an online Financial Learning Center where you can take your confidential personal Financial Wellness Assessment.
Based on your answers you’ll be given a step-by-step personal action plan—just as if you had sat down with a financial planner.
FREE | CONFIDENTIAL & PERSONALIZED!
Explore the main features:
Calculate your financial wellness score
Get your personal financial action plan
Navigate upcoming life events
Access tools and resources to better manage your finances
How to Access Financial Finesse:
McMahon 401(k) participants: To access the registration link for Financial Finesse, simply log into your BPAS account at . On the left hand side, select the Financial Finesse icon. This will open a new internet window and will prompt you to register for an account.
***If you have not logged into your BPAS account before, your user name will be your 9-digit Social Security Number without dashes or spaces (e.g. 123456789). Your password will be your date of birth entered as mmddyyyy (e.g. 05141977). After your initial log in, you will be prompted to create a new username and password.***
* NOTE: You do not need to be an active participant in McMahon’s 401(k) plan to access the Financial Finesse site.
If you are not currently enrolled in McMahon’s 401(k) plan, you can still access Financial Finesse by clicking on the link https://secure.financialfinesse.com/flc/bpas. There are no registration parameters. You can use a work or personal email and can create your own password. (The employer zip is just to aide with demographics).
McMahon’s 401(k) Plan Advisor
Gordon E. Conwell Associates, Inc.
PO Box 227
Flourtown, PA 19031
Don't forget about your Financial Wellness too!
Sometimes it's scary to take a good look at the state of your finances, but its so important you really need to take the time and get a real view of what you have and where you want to go.
Whether it's getting your 401k set up for retirement planning, paying off credit cards, or putting money aside for college educations - having a clear view of your finances and techniques to achieve these goals should also be a priority in your assessment strategies.
Health Screening Standards
U.S. Department of Health & Human Services
The following are guidelines, always consult your physician for a full evaluation.