Your physical health and emotional well-being are likely on your radar, but what about your financial health? It deserves some TLC too. Through our Charting Your Financial Future (CYFF) program, State Farm offers resources that make managing money less confusing and more empowering. With expert advice and easy-to-use tools, you’ll go from financial stress to financial boss in no time.
Expert planning advice
EY Navigate has a fresh look and new ways to help you manage your finances with confidence. A redesigned homepage and more intuitive experience make it easier to find the personalized guidance, planning tools, and resources you need.
Whether you’re planning for retirement, tackling debt, saving for college, or managing taxes, you can access EY Navigate to:
- Schedule unlimited one-on-one consultations with an EY financial planner directly through the platform, no prep work required.
- Link your financial accounts to see a more complete picture of your finances in one place.
- Use calculators and planning tools to make informed financial decisions.
- Receive confidential financial and benefits guidance tailored to your needs and offered at no cost to you.
Getting ready to retire? You have access to an EY planner for up to 12 months after retirement.
Take charge of your financial future
Schedule your free consultation with an EY financial planner today.
Book it (SSO) You must be on the State Farm network to access this link.
Workshops
Our CYFF programs offer interactive workshops led by EY financial planners. Here are a few examples:
- Tax Withholding 101 — Break down the jargon and learn how your withholdings are calculated.
- Retirement Road Map — Consider 10 key planning steps for calculating your needs in retirement.
- Investing Basics — Discover a five-step investing process tailored to your preferences and goals, a breakdown of asset classes, and investment research tips.
- Estate Planning Is for Everyone — Protect your legacy and loved ones by planning ahead.
- Managing Your Credit Card Debt — Create a plan to reduce debt and improve financial health.
Visit our Mark your Calendar pageYou must be on the State Farm network to access this link. and click on "Financial Planning & Education" to see the list of upcoming workshops.
Tools and resources
Take advantage of calculators, articles, and digital tools to support your financial journey, including:
- EY Navigate — Use this site (auto sign-on with SSOYou must be on the State Farm network to access this link. | log in) to access financial information, calculators, and goal-setting tools.
- 401(k) Savings Plan resources — Explore investment options, contribution strategies, and company match details via Vanguard (auto sign-on with SSOYou must be on the State Farm network to access this link. | log in).
- Social Security withholding estimator — Estimate your Social Security benefits.
- Loan and financial calculators — Create a budget or plan for major expenses, and estimate your withholding taxes.
- Educational articles, videos, and recorded sessions — Find tips for every stage of life on EY NavigateYou must be on the State Farm network to access this link., from “Six Keys to Achieving Financial Well-Being” to “EY Financial Fitness Summer Camp,” an online webinar series for kids.
- Learning content at your fingertips for every stage of life — Plus leaders can schedule virtual presentationsYou must be on the State Farm network to access this link. for their team or department.
Stay in the know
For access to the latest workshops, resources, and other valuable information, don’t miss the monthly CYFF newsletter.