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We believe financial wellness is for everyone.

Senior man celebrating birthday outdoors at campsite, multi-generation family caravan holiday trip.
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African American woman using smartphone while riding a bus
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Middle age hispanic couple using touchpad sitting on table with dog at terrace
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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.

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SMARTMap
(Education Consultants)

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

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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

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

Personalized Support

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

Learn to Make More Confident Financial Decisions

Explore our library of personal financial mini-courses on 50+ different topics, covering every area of your finances.

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Retirement
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Investing
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Savings
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Taxes
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Debt
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Budgeting
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Let's get started together