1
Invite
Receive an invitation from your employer and create your secure account.
EMPLOYER EXPERIENCE
A financial planning benefit your employees will actually use.
See how employees experience JayPlans, how employers manage the program, and how everything works together to support financial wellbeing across your organization.
SEE THE EXPERIENCE
See how JayPlans works.
Watch how employees build their financial plan, stay connected with their dedicated CFP®, and continue using JayPlans as life changes.
THE EMPLOYEE EXPERIENCE
A private planning experience for every employee.
Each employee receives confidential access to dedicated CFP® guidance, connected planning tools, and ongoing support for the financial decisions that matter to them.
2
Meet your CFP®
Connect with your dedicated planner to discuss your goals and financial picture.
3
Build your plan
Create a personalized financial plan that connects your accounts, goals, cash flow, and retirement.
4
Stay connected
Continue receiving guidance as life changes.
THE EMPLOYER EXPERIENCE
Simple tools to manage your program.
Manage employee access
Invite employees, manage access, and support onboarding and offboarding.
Organization snapshot
View participation and program activity at a glance.
Rollout Support
Access launch guidance, communications, and onboarding resources.
Built for privacy
Manage the program without seeing employee accounts, financial plans, or private conversations.
PRIVACY BY DESIGN
Employees get guidance.Employers do not get their personal financial details.
Employee Planning Workspace
- Personal financial insights
- Financial plans
- Uploaded documents
- Private planner conversations
Employer Admin Portal
- Employee invitations & access
- Participation
- Organization management
- Employee personal financial information
ROLLOUT
Launch without adding work to your HR team.
Get your team started in three simple steps. We'll guide the rollout so there's very little for your HR team to manage.
Plan
We work with your team to determine eligibility, rollout timing, communications, and launch materials.
Introduce
We provide employee communications and educational resources so everyone understands the benefit and how to get started.
Launch
Employees receive their invitation, create their secure account, and begin their financial planning journey with their dedicated CFP® professional.