PlanWell

The financial education curriculum that benefits employees & employers alike.

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 nor resources to provide.

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

PlanWell™ is an educational curriculum created to support HR departments and help employees realize their financial goals.

Through PlanWell™, we deliver a unique, individualized financial experience to each employee. We offer turnkey onsite and virtual engagements at no cost to you or your team.

Talk to our team about bringing our personalized Employee Financial Experience™ to your business.

The Benefit Employees Want

Eight out of 10 employees rely on their employers to deliver sound advice on financial planning, saving, and investing. PlanWell™ is financial guidance designed to grow with the individual throughout every stage of their financial journey.

Not A One-Size-Fits-All Benefit

Not all financial guidance is created equal. PlanWell™ isn’t a digital program or an app. It puts the human into HR financial guidance by focusing on who and what you want to focus on—your people.

It's Easy

We provide all the necessary planning, marketing, and communications to host an onsite or virtual engagement series for your employees. From introductions, session invites, and registration, to take home resources. We cover it so you don’t have to.

It Boosts Productivity

When employees aren’t distracted by financial worries, they concentrate more on work. PlanWell™ can not only increase employee productivity by addressing financial goals, it can help boost overall mental, emotional and physical well-being.

It's a Long-Term Employee Experience

PlanWell™ isn’t measured by the day, the week, or even the year. It’s a long-term financial journey that addresses life’s major events and helps employees understand how to save, invest and protect their wealth on the path to retirement.

It's A No Cost Benefit To You

Not only do we handle the details, but we invest in your people and don’t expect you to invest in us. Since we have no funds, no stocks, and no name brand investment platforms, we also have no bias. We’re motivated solely by doing what’s best for you and your employees.

CRN202411-1261637

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Bringing financial wellbeing to your workplace is easy… and it starts with a conversation.

We provide all the necessary planning, marketing and communications to host an onsite or virtual engagement series for your employees. We’ll do the heavy lifting of building a plan and sorting out all of the logistics to suit your needs.