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3 Ways to get started

Connect online or via phone

Get started online.

Create a personalized plan for your short and long term financial goals. Start today on the secure PlanSmart Financial Wellness site; enter your company information below.

  • Answer six easy questions to start building your profile
  • Set financial goals and receive a step by step plan that’s right for you
  • Link personal accounts to monitor your spending and track progress toward your goals

OR

Connect with a financial planner on the phone.

Work directly with an EY credentialed financial planner on the financial topics that are most important to you. Message them online or chat over the phone with appointments available 9am-8pm, Monday through Friday. Start today on the secure PlanSmart Financial Wellness site; enter your company information below.

Attend a workshop

Attend a simple, straightforward financial education workshop with your coworkers.
  • Get relevant information on a variety of topics ranging from budgeting and tax strategies to understanding your company benefits to figuring out how much you need to retire; and receive educational materials to help you get started
  • Learn from questions your co-workers ask
  • Led by specially trained, local financial professionals
  • Optional individual consultations with a local financial professional
FAQs
How can I access PlanSmart Financial Wellness? Collapsed Expanded

Use your computer, smartphone, or tablet to access the PlanSmart Financial Wellness website 24/7. Plus, contact your personal planner online or over the phone between the hours of 9:00 a.m. to 8:00 p.m. Eastern Time, Monday through Friday.You can also attend in person workshops for educational learning.

What can the website help me do? Collapsed Expanded

The website can help you get started on your personal goals, answer your questions and give you an action plan.  By linking your personal accounts, you can personalize the experience event further.  You can also message your personal financial planner to ask questions or schedule phone calls. Plus, access educational videos and articles on a wide range of financial topics, as well as sign up for educational workshops

How do I work with a financial professional? Collapsed Expanded

You can access EY financial planners by phone when it’s convenient for you. Plus, take advantage of local workshops hosted by highly qualified financial professionals from MassMutual held wherever you work and tailored to your company’s benefits. 

So, exactly who has access to my personal information? Collapsed Expanded

Rest assured, all of your personal financial information stays completely secure and confidential and is used so your planner can provide you better, more personalized coaching. Personal information is not shared with your employer.

What experience does my financial planner have? Collapsed Expanded

Work with your very own professional, credentialed EY financial planner who’s fully trained on your company’s benefits and there to provide confidential, objective guidance. Feel free to message your planner as often as you’d like through the website, or schedule phone consultations.

What information does my planner have access to? Collapsed Expanded

As much as you want.  For more effective conversations you may choose to share more information knowing it remains completely secure and confidential.

Will I know who my planner is before I speak with them? Collapsed Expanded

Yes, you will receive a bio and picture beforehand to allow you to better understand their background and qualifications. 

 

What will PlanSmart Financial Wellness cost me? Collapsed Expanded

Absolutely nothing. The program is fully paid for by your employer at no cost to you.

 

What about my partner? Will they have access too? Collapsed Expanded

Even though your partner will not be able to create their own account, you’re more than welcome to share access with them yourself. Plus, feel free to sync their accounts with the online platform in order to have a true, 360-degree view of your household’s finances. Not to mention, with your authorization, your partner can speak one-on-one with a planner themselves

A new benefit that helps you achieve your financial goals
with expert coaching, how you want, when you want.