EMPLOYERS
Financial planning as an employee benefit, without the sales pitch.
Give employees access to independent CFP® guidance, connected planning tools, and ongoing support that helps them make better financial decisions while reducing financial stress.
Financial stress shows up at work.
Financial stress doesn't stay at home. It affects focus, confidence, productivity, and how employees use the benefits you already provide. JayPlans helps employees build confidence in their financial decisions through independent CFP® guidance and connected planning tools.
5×
More likely to be distracted at work because of financial stress
50%
Say financial stress affects their work performance
46%
Spend more than three hours each week managing financial stress
56%
Live paycheck to paycheck
Financial wellness is more than education. Employees need personalized guidance.
View source for statsBEYOND TRADITIONAL BENEFITS
A group RRSP is valuable. It is not a financial plan.
Workplace benefits are only one part of an employee's financial life. JayPlans helps employees connect those benefits to the financial decisions that shape their future.
Am I saving enough?
Should I pay down debt or contribute more?
Which account should I use first?
How do my workplace benefits fit into my financial plan?
How do all of these decisions fit together?
FROM OUR FOUNDER
Why we built JayPlans.
Hear why we believe financial planning should be more accessible, more connected, and completely independent—and why employers have an opportunity to make a meaningful difference in their employees' financial wellbeing.
A private planning experience for every employee.
Every employee receives their own confidential financial planning experience, combining dedicated CFP® guidance, connected planning tools, and ongoing support that helps them make informed financial decisions.
Personalized financial plan
Understand your complete financial picture and receive recommendations tailored to your goals.
Dedicated CFP®
Work with the same planner over time for guidance through life's important financial decisions.
Connected planning tools
Track goals, cash flow, and progress while exploring different scenarios with confidence.
Ongoing support
Your plan evolves with you as your finances, family, and priorities change.
PRIVACY
Employees get guidance.Employers do not get their personal financial details.
Employee trust is essential. Employees can connect their finances, ask questions, and work with their dedicated CFP® privately, without their employer seeing personal financial information. Employers receive only program-level reporting, such as participation and utilization, never individual financial details.
WHAT EMPLOYERS GET
Easy to launch. Easy to manage.
JayPlans supports your rollout, helps employees understand the benefit, and gives your team the tools to manage the program without accessing private financial information.
Rollout support
Communication, onboarding materials, launch planning, and ongoing rollout support.
Admin portal
Manage employee access, invitations, onboarding, and offboarding from one place.
Program reporting
High-level utilization and engagement reporting without exposing personal financial information.
Employee education
Educational resources and optional webinars that help employees understand and use the benefit.
Household support
Planning can include spouses and partners because financial decisions rarely happen in isolation.
Independent guidance
Employees receive financial guidance without investment, insurance, mortgage, or referral product sales.