Improving Your Financial Wellness: J.J. Taylor Partners with Pocketnest for Employees

Improving Your Financial Wellness: J.J. Taylor Partners with Pocketnest for Employees

Pocketnest is In. Financial Stress is Out.

Let’s face it; money is complicated. We all need it to survive, but it can cause a lot of stress and anxiety if we don’t have it under control. That’s why financial wellness and planning are paramount to overall well-being. It’s like giving yourself a roadmap to navigate the twists and turns of your financial life. With this is mind, J.J. Taylor has partnered with Pocketnest, a financial wellness platform, to bring employees comprehensive financial planning support that will help you both inside the workplace and out (and your family too!).

What is Financial Wellness?

Financial wellness is a measure of how well someone manages their finances. Improving financial wellness is about practicing better money habits, setting goals, and taking steps to achieve them—all with the aim of improving your overall quality of life. Practicing financial wellness can look like improving financial literacy, learning how to build a budget, using debt, saving enough, investing properly, or using insurance. The key is to incorporate these skills into your daily life so you can meet both your current and future financial goals with confidence.

What Pocketnest Can Do for You

The Pocketnest app is designed to empower you in your finances in just 3 minutes a week. Here’s what Pocketnest can help you achieve:

  • Create and Track Your Customized Personal Financial Plan: Tailor your financial plan to suit your unique situation and goals.
  • Guidance through All 10 Themes of Personal Finance: From budgeting, to taxes, to planning for the future, Pocketnest guides you through every crucial aspect of personal finance.
  • Personalized Financial Recommendations: Get personalized financial recommendations based on your specific situation by seamlessly integrating with your bank.

How Pocketnest Works

Pocketnest is not just a financial wellness app; it’s a coach that understands your motivations and helps you get things done. Built on behavioral science and psychology, Pocketnest:

  • Identifies and fills gaps in your financial plan, from debt elimination to estate planning.
  • Provides custom tips, to-dos, and bite-sized next steps, eliminating industry jargon.
  • Offers soft nudges and reminders, making financial fitness achievable for everyone.

Privacy and Security

Is Pocketnest Secure? Yes. With Pocketnest, your data is protected with bank-level security and 256-bit encryption. The platform follows enterprise-grade best practices and employs a variety of security measures to protect user data. Your data is encrypted both in transit and at rest, and the platform adheres to the NIST security framework.

Who Can See My Data?
Only Pocketnest can access your data. J.J. Taylor will never have access to your personal information. Pocketnest may share anonymized group data to help refine financial plans, ensuring your privacy is always protected.

Getting Started with Pocketnest

To kickstart your journey toward financial wellness, visit to download the mobile app and create your free account.

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