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Let’s help your employees put their benefits to work.

Let’s help your employees put their benefits to work.

Your goal is to provide employees with great benefits. But an important thing you may not be providing is how those benefits fit into an employee’s overall financial picture.
Presently, nearly half of American employees are worried about their personal finances. It’s understandable. In school, we were never taught fundamental financial principals like saving, investing, and diversifying assets. And now we’re seeing the long-term effect: employees are looking for financial guidance that employers may not have the time or resources to provide.

In fact, 79% of employees trust their employer to deliver a
meaningful program...

personalized to their specific issues, and most expect their employer to help them achieve financial well-being. 

That’s why we created PlanWell™.


PlanWell™ is a financial education curriculum from Baystate Financial designed to help you address this need. It’s not a generalized, basic program for all. Rather, it delivers a unique, individualized financial experience to each employee. One that allows them to immediately adapt the lessons they learn to their lives. The objective? To help your employees realize their financial goals, whether it’s saving for a house, college,or retirement. The best part? We take care of the necessary planning, marketing, and communications to make the curriculum successful.


By integrating PlanWell™ into your current benefits package, you can:

• Bolster efficiency – when employees aren’t distracted by financial worries
• Bolster efficiency – when employees aren’t distracted by financial worries
• Increase employee engagement and retention
• Foster a human-centered approach to financial education

There’s never been a better time to help your employees work towards a brighter future. Together, let’s build a more educated, confident workforce by bringing PlanWell™ to your organization.

Financial Education for Changing Times

48% of employees are worried about their personal finances* — costing employers about one month of productivity per year. They’re looking for guidance that you may not have the time or resources to provide.


Baystate Financial’s PlanWell™ is here to help bolster your HR department and educate your employees — with turnkey onsite and virtual engagements delivered by specially trained professionals at no cost to you or your team. Together with your existing benefit offerings, these sessions allow your employees to get objective information on all the factors that contribute to pursuing one’s financial goals. Additional engagements tackle subjects ranging from college financing to retirement planning.
How PlanWell™ works for you and your employees:

• A four-part core engagement series helps employees understand how to SAVE, INVEST, LIVE, and PROTECT their wealth on the path to retirement.
• A four-part core engagement series helps employees understand how to SAVE, INVEST, LIVE, and PROTECT their wealth on the path to retirement.
• Every attendee receives takeaway resources for future reference.
• Engagements are held at a time and location that works best for your team.
• Interested employees have the opportunity to meet with our financial professionals for holistic advice and management of strategies pursuing each client’s financial goals.
• Engagements and consultations help to relieve employees’ stress from financial worries.