PlanWell™

Presently, nearly half of American employees are worried about their personal finances. It’s understandable. In school, we were never taught fundamental financial principals like saving, investing, and diversifying assets. And now we’re seeing the long-term effect: employees are looking for financial guidance that employers may not have the time or resources to provide.

PlanWell™ is a financial education curriculum from Baystate Financial designed to help you address this need. It’s not a generalized, basic program for all. Rather, it delivers a unique, individualized financial experience to each employee. One that allows them to immediately adapt the lessons they learn to their lives. The objective? To help your employees realize their financial goals, whether it’s saving for a house, college, or retirement. The best part? We take care of the necessary planning, marketing, and communications to make the curriculum successful.

By integrating PlanWell™ into your current benefits package, you can:

• Bolster efficiency – when employees aren’t distracted by financial worries
• Increase employee engagement and retention
• Foster a human-centered approach to financial education

There’s never been a better time to help your employees work towards a brighter future. Together, let’s build a more educated, confident workforce by bringing PlanWell™ to your organization.

Click here to contact Gwyneth Donahue and learn more about Baystate Financial’s PlanWell™ offering.