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Planwell Employee Financial Education

Baystate Financial’s PlanWell™ brings financial wellbeing to work

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.

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Client Centered

Put Your
benefits to
Work.

Baystate Financial Group Benefits

Our Mission

Our Mission

At Baystate Financial Group Benefits, we have designed a brokerage to meet the complex needs of the growing business. Whether you are trying to manage the escalating cost of your benefits, offer creative plans to differentiate you in a competitive job market, or simply audit the value and effectiveness of your current program, the experienced professionals at Baystate Financial Group Benefits have you covered.

Our Approach


Cost Containment

We use creative products and concepts to help our clients manage the escalating cost of employee benefits.


Compliance

Ensuring your employee benefit plans
are fully compliant with employee benefits laws.


Communication

We believe clear and engaging communication is crucial when helping employees understand the full value of their benefits package.


Support

Making benefits management easy and efficient for you and your company.

“We believe that communication
is the key to a successful business relationship.”

Why Baystate

We work to ensure that our clients get the greatest value possible and create communication strategies to guide employees in making the most of their benefits.  We are in the business of building long term relationships with our clients and strive to make sure we provide the best possible service.

MEET OUR PARTNERS

Contact UsLet's start the conversation

The best financial plans start with understanding where you are today and where you're trying to go. Reach out to schedule an introductory meeting, and we'll see if we're the right fit to help you get there.

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