7 minute read
A Neontra member employed at a FAANG company in New York recently had their Neontra subscription fully reimbursed through the company's Wellness Benefit, under the Financial Planning & Tax Preparation category.
This is more than just an example. It’s a sign of a growing trend: employers are increasingly recognizing financial health as a pillar of overall wellness.
Whether your benefits package includes a wellness stipend, wellness spending account (WSA), lifestyle spending account (LSA), flexible benefits, or professional development funds, there’s a good chance Neontra may qualify.
In this article, we’ll walk through what happened, why it matters, and how you may be able to submit Neontra for reimbursement through your employer.
One of our users recently submitted their Neontra subscription expense to the company’s internal benefits portal. They categorized it under:
“Financial Planning & Tax Preparation”
The reimbursement was approved, with no additional documentation required beyond the standard receipt and short description we provided.
This example highlights something important: financial planning platforms like Neontra fit naturally into modern definitions of employee wellness. With companies focused on reducing financial stress, tools that help individuals manage spending, goals, cash flow, and planning are increasingly considered essential.
Workplace wellbeing has expanded far beyond gyms and meditation apps. Today, financial stability is seen as one of the biggest drivers of overall health.
Employees who feel financially secure are:
Programs like Lifestyle Spending Accounts allow employees to choose what supports their personal wellbeing including financial planning.
Many companies classify financial tools under categories such as:
Neontra fits naturally into all of these categories.
Here are common benefit categories where Neontra may qualify:
Many tech companies, banks, and professional firms offer annual stipends covering:
Often offered by benefits and wellness providers, LSAs frequently include “financial planning” or “financial wellness” as an eligible category.
Some employers may cover personal finance tools, such as:
These are often included as part of overall wellness or professional development benefits.
If your benefits portal includes categories like:
Neontra may be eligible for reimbursement.
If you'd like help verifying eligibility or preparing your claim, we’re here for you.
We can provide:
Most users only need a short line such as:
“Neontra is a financial wellness platform that provides budgeting, financial planning, debt and credit management, tax preparation support, and overall financial health insights.”
This reimbursement example is just the beginning. As workplace benefits evolve, platforms like Neontra are increasingly recognized as essential tools for financial health.
We’re continuing to monitor which employers approve reimbursements so we can help more members take advantage of their benefits programs.
If you’ve submitted a claim, or want help doing so, we’d love to hear from you.
Your experience could help other Neontra members.
You can:
Financial clarity is a key part of wellbeing. We’re here to help make it more accessible.
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Financial wellness is becoming a core part of workplace wellbeing, and we’re seeing it firsthand.
Key Money Insights from Rob Carrick at Neontra’s First Financial Wellness AMA