How Does Financial Wellness Benefit the Workplace?

Joline Treanor

Executive Vice President of People and Culture

“PeaceHealth stands at the forefront of caring. Not just for the communities and patients we are privileged to serve but for each other. Our PeaceHealth Mission calls us to treat each person in a loving and caring way, and we extend this same compassionate care to our caregivers. We know financial, physical and mental wellness are equally important to overall health. Through financial coaching and the Helping Hands Fund, both administered through our partnership with Save First Financial and Catholic Charities, as well as other programs and resources, our caregivers have access to a variety of resources to support their spiritual, emotional and financial needs while ensuring their privacy and respecting their dignity.”

Tom Sanchez

The Oregon Clinic CEO

“At The Oregon Clinic, we care deeply about the health and wellness of all our employees. We were looking for a way to equitably support staff experiencing financial hardship while maintaining privacy over their personal financial situation. Save First provides an innovative solution that meets all our needs. From vetting support requests from individual employees experiencing financial crisis to providing supportive financial counseling, Save First is really there for our team.”

Human Resources

The Portland Clinic

"Save First has been a wonderful partner in helping to provide financial assistance to staff experiencing hardship. Particularly during these challenging times, having an organization whose goals align with that of ours has only helped them to serve as a trusted resource. The great thing about this program is that it not only can provide immediate financial assistance to our employees, but it provides resources such as financial wellness classes and financial counseling that help staff take charge of their personal finances with confidence."

Nina Stratton

Retired Vice President at Burgerville

"With its mission to improve financial wellness through empowerment, Save First has been an ideal partner for Burgerville. The company uses a comprehensive approach to help all of our team members find lasting solutions to financial situations.”

General Manager at Burgerville

"Since we started working with Save First, my store has had at least four employees utilize the program in one way or another. It has proved to be a benefit for our staff, offering support ranging from housing to transportation to financial education."

Marc Bowers

General Manager at Burgerville

“Since the creation of this fund, I have had at least four employee’s get assistance from the plan in one way or another. It has shown to be a benefit for our staff that truly needed support with housing issues (couch surfing), vehicle issues or overwhelming bills. This is evident when the employee comes to work smiling and happy to be here because they are in a safe place now, have transportation or paid off medical bills. We are fortunate that this fantastic fund helps staff out on a personal level away from work. This definitely builds loyalty for Burgerville’s retention efforts and shows that our company is truly mission-led with “Serve with Love“ at its core. I often remind all staff about the value of the fund and our benefits over our competition and why this makes our company unique and special to work for. We are blessed to work for a caring company and it shows in many ways. Thank you personally and professionally.”

Tim Serban

Chief Mission Integration Officer at Providence Health & Services

"On behalf of the Providence Regional Office of Mission Integration in Oregon, I am pleased to commend the long standing collaboration we have with Save First Financial, a service of Catholic Charities of Oregon. In 2010, we ventured into a new relationship to expand our Providence Helping Hand Fund, designed to support our caregivers who encounter unexpected and challenging moments in their lives. Through our partnership we have been able to move upstream to support caregivers who may benefit from financial coaching. Through this program our caregivers learn new tools for achieving financial well being and stability. We have seen our caregivers break the cycle of debt and return as volunteers to help teach others how to do the same. The incredible caring team of Save First Financial has been there to help us support our caregivers in a confidential and meaningful way. In addition, we value this program as it helps us identify sooner some of the greatest unmet needs facing our caregivers and our community. We deeply value our partnership and the support this program offers as we strive to care for our entire community."

Joan Kapowich

Retired Senior Executive at Providence Health & Services

“Save First is a stellar program. By helping others succeed we grow healthier, stable employees, and communities.”

Laurie Kelley

Group Vice President / Chief Philanthropy Officer

"Providence has long had a program whereby employees (which we call "caregivers") are able to obtain a one-time distribution of financial assistance during a time of extreme financial hardship. These hardships can be caused by accident, death of a loved one, unexpected costs such as rent increases, transportation issues or medical expenses. Since 2010, Catholic Charities' Save First has been the linchpin, administering this program for Providence. Caregivers who are approved to access a one-time gift of financial support are required to take classes provided by Catholic Charities' Save First to help them plan a personal budget and plan for unexpected expenses. This results in financial empowerment for these caregivers and gives them life enhancing skills. Access to personal financial coaching gives them new tools to help them avoid future financial crises. This confidential service has been a lifesaver for many Providence caregivers and gives hardworking employees a much needed lift to get through tough times and move into a more hopeful future. This would not be possible without the team of professional partners at Catholic Charities' Save First Financial."

Fr. Tim Bushy

Director of Mission Integration & Spiritual Formation at Providence Health Plan

“Over the years Providence Health Plan caregivers have been blessed by the Providence Helping Hands Fund administered by Save First Financial Wellness. One of our caregivers needed to remove herself and her child from an abusive home setting and begin again in a new apartment. With financial support from our Helping Hands Fund and guidance from Save First, she was able to move into a safe environment and start over financially for herself and her child. She’s forever grateful for our assistance and help and really felt cared for in a very compassionate manner.”