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.

Our team works 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. We have various resources available to you and our financial advocates are there with you every step of the way. 

Working on financial wellness doesn't need to be complicated. We want to help you clearly define where you are, where you want to be, and how to get there. 

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Specific

Identify topics of interest/areas of need

measure

Measurable

Define what  success will look like for you

build

Attainable

Start small to build momentum for larger goals

shape

Relevant 

Consider how this goal will affect other areas of your financial life

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Time-Based

Determine an appropriate timeline to make progress

How we work together for you

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Plan Sponsor
(Employer)

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

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Education Consultants
(Advisors)

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

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Plan Provider
(Recordkeeper)

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

  • Financial Wellness App
  • Online Financial Education Center 
  • Video Tutorials 
  • Market Recaps
  • Financial Calculators
Personalized Support

Personalized Support

  • Access to Financial Advocates 
  • Educational Webinars 
  • Financial Workshops 
  • Individual 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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Retirement

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Taxes

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Investing

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Savings

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Debt

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Budget

Let's get started together! 

Schedule a Call Today