Smart Planner for Employers

Could your company benefit from the improved financial health of your employees?

Did you know that 83% of HR professionals indicated that personal financial challenges had a ‘large impact’ or ‘some impact’ on overall employee performance? In the same study, 47% indicated that personal financial challenges of employees led to diminished ability of employees to focus on work and 46% indicated increases in overall employee stress.1

Smart Planner is a cost-effective, turn-key tool for your HR team to mitigate pervasive workplace personal financial planning challenges and create benefits that improve morale, reduce stress, improve health and well-being, lower absenteeism, and enhance workplace productivity2.

We focus on asking the key questions that help your employees articulate where they need the most help and then provide clear, simple and positive pathways for resolution.

See our FAQ for more information.

Tell us how you would like to use Smartplanner as a benefit to your organization.

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  1. Society for Human Resource Management
  2. Kim, J. & Garman, E.T. Financial stress and absenteeism: An empirically derived model and Attridge, M., Employee assistance program outcomes similar for counselor and legal/finance clients