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

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Plan Sponsor

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

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Education Consultants

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

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Plan 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. 

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Self- Learning

  • Educational Videos
  • Market Recaps
  • Financial Calculators
  • Financial Tracking Technology
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Personalized Support

  • Access to Financial Advocates
  • Topical Webinars
  • 1-on-1 Consultations
  • Live Chat

Financial Wellness Topics

Stay up to date with financial, retirement, and market trends and learn how your decisions today impact your future. Our online financial wellness center, emails, and webinars offer a variety of resources to help you break down your financial goals into actionable steps, no matter where you are at in your financial journey. 

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Let's get started together! 

Schedule a Call Today