SOLUTION:

Lifestyle Alignment

PURPOSE: Align your company’s benefits with your personal/family lifestyle goals, ensuring they support your financial, health, and well-being needs while maximizing available resources.

Print or Download Solution
SOLUTION:

Lifestyle Alignment

PURPOSE: Align your company’s benefits with your personal/family lifestyle goals, ensuring they support your financial, health, and well-being needs while maximizing available resources.

Print or Download Solution

Time: 1.5 Hours 

STEP 1: Spend time outlining you and/or your family’s lifestyle priorities. List them out, and rank by importance. Examples:

  • Financial: Build a $2,000 emergency fund or save for a vacation.
  • Health: Access mental health support or gym memberships.
  • Family: Secure childcare or flexible hours for family time. 

STEP 2: Then examine your company’s benefits package via the HR portal or handbook. Identify benefits that align with your goals, such as:

  • Health insurance for medical needs.
  • Flexible work policies for family time.
  • Wellness stipends for fitness or mental health apps. 

NOTE: Capture underutilized or unclear benefits (e.g., “Unaware of commuter benefits details”).

STEP 3: Match benefits to each lifestyle goal. For example:

  • Goal: Vacation savings → Benefit: High-yield savings plan or bonus structure.
  • Goal: Childcare → Benefit: Dependent care FSA or flexible hours.
  • Identify gaps (e.g., “No eldercare support”). 

STEP 4: Schedule a meeting with HR to clarify benefits and address gaps.

STEP 5: Draft a plan to leverage benefits. Examples:

  • Enroll in a dependent care FSA by [date] to save on childcare costs.
  • Use wellness stipend for a gym membership by [date].
  • Adjust work hours to support family time, coordinating with my manager. Add actions to my calendar with deadlines.