Senior man celebrating birthday outdoors at campsite, multi-generation family caravan holiday trip.

African American woman using smartphone while riding a bus

Middle age hispanic couple using touchpad sitting on table with dog at terrace

We believe financial wellness is for everyone.

Start Your Journey

Taking Control of Your Financial Life

Your SMARTMap Financial Wellness Program offered by your employer helps lay the groundwork for a solid financial foundation by building healthy habits with your financial goals in mind.

We work with you to discover what your retirement plan has to offer and the basics of personal finance. This is an inclusive space to improve your day-to-day money management, build good habits, and take charge of your finances.

How We Work Together for You

Plan Sponsor

(Employer)

Provides and oversees your benefits with your organization and processes payroll.

SMARTMap

(Education Consultants)

Delivers a Financial Wellness Program and retirement education to employees and employers.

Plan Recordkeeper

(Provider)

Reconciles your accounts, provides access to account information, and handles transactions.

Create Your Own Blueprint

We empower you to take charge and build healthy financial habits from the comfort of your own home. Building financial literacy through ongoing education, resources, and speaking to our team allows you to make more informed and confident financial decisions.

Self-Learning