PlanSmart Financial Wellness

Turn your bucket list into your to-do list.

A new benefit that helps you achieve your financial goals, how you want, when you want, that’s secure and confidential.

Learn More

You’re on the right track. Because you are here.

Maybe you have financial goals. Or maybe not (yet). Either way, that’s where we come in. While financial planning is a work-in-progress, PlanSmart Financial Wellness makes it easy to take the next step. Whether you already have financial goals or want to set them, we’re here for you.

How it works

Whether you’ve got financial goals in place, or are thinking about setting some, PlanSmart Financial Wellness helps makes it easy to start, easy to plan, and easier to achieve your financial goals. The program is completely confidential – your personal information stays between you and your planner, and won’t be shared with your company.

Access your way

Three convenient ways for you to get financial guidance -- online, on the phone, and in person
Arrange phone consultations to answer any and all questions you may have about your finances
Attend in person workshops on topics ranging from taxes, to company benefits, to retirement
Access budget worksheets, educational financial articles and videos for every life stage, wherever you are

Identify your goals

Set goals with personalized plans that fit your and your family's needs, like planning for retirement and paying off debt
Or ask a professional to help you get started. Answering just a few questions can get you well on your way. Get even more valuable insights online by Linking your personal accounts so progress can be easily tracked all in one place

Stay the course with professional

Receive recommendations on new goals and things to consider as your life changes
Stay on track with the help of reminders and planner check-ins
Build healthy habits through one-on-one coaching

Learn how to get started

Turn your bucket list into your to-do list.

A new benefit that helps you achieve your financial goals, how you want, when you want, that’s secure and confidential.

How it works

A new benefit that helps you achieve your financial goals with expert coaching, how you want, when you want, that’s secure and confidential

A new benefit that helps you achieve your financial goals
with expert coaching, how you want, when you want, that’s secure and confidential