Professional guidance toward a better financial life

With the help of PlanSmart® Financial Wellness, you can make immediate progress toward the financial goals that matter to you and have a positive impact on your future. We'll break down complex tasks, like retirement planning and debt management, into bite-sized activities and develop a personalized plan for you based on your unique situation.

Get started

We’re here to help you focus on what matters to you

Manage your day-to-day finances
Get control of your debt
Provide for your loved ones
Have enough, just in case
Live comfortably in retirement
Receive professional guidance

Manage your day-to-day finances

Stay on top of your money by creating monthly budgets, better tracking your cash flow and focusing on your overall spending habits.

Get control of your debt

See all of your debt together in one place, select a repayment strategy that works for you and visualize your path to becoming debt-free.

Provide for your loved ones

Understand your life insurance needs by evaluating all expenses that would need to be covered by your loved ones after you are gone.

Have enough, just in case

Create an achievable plan for saving for a potential emergency by determining how much you need to set aside each month.

Live comfortably in retirement

Save for retirement confidently by creating a plan that projects how much you will have versus how much you will actually need.

Receive professional guidance

Work directly with our team of proven financial planners who are here to help you and to provide you with unbiased guidance to help you reach your financial goals.

Because PFW Co. truly understands that your financial wellness is important

PlanSmart® Financial Wellness is a benefit provided by PFW Co., free of charge to you. With our proven approach, we work directly with PFW Co. to provide you with a thoughtful and high-quality service to help you with your money-related matters. Rest assured, your personal financial information is secure and private, and will not be shared with your sponsoring organization.

Guided by EY’s team of experienced and objective financial planners

Along with a collection of proven tools and information to better equip you for your financial future, PlanSmart® Financial Wellness brings you the proven experience of a dedicated financial planner to help you achieve your goals. Once you begin using the service, you will be paired with an experienced planner who will be available to you via phone or messaging. This is a proven professional who can offer unbiased education and guidance as it pertains specifically to you and your unique financial situation.

Meet Kevin

“I obtained my bachelor's degree from The College of New Jersey. I am also a Certified Financial Planner™ and have a Certificate in Health Plan Navigation. In my free time I enjoy long walks with my wife and dogs, and woodworking where I build small pieces of furniture from reclaimed wood."

Meet Bethlyn

“I obtained my bachelor's degree in Finance at University of North Carolina. I am also a Certified Financial Planner™. I enjoy volunteering in media/tv productions at church and hiking the Florida trails.”

How it works

Add information

Add your accounts and other key information for a complete and accurate view of your current finances.

Work toward goals

Prioritize what’s important to you and create actionable plans that are realistic, forward-focused and achievable.

Check in with a planner

Lean on your dedicated EY financial planner for guidance and education along the way.