WHY JAYPLANS

A stronger financial wellness benefit, without adding complexity.

JayPlans gives organizations a modern, advice-only financial planning benefit employees actually use, while giving employers meaningful program-level insight without compromising employee privacy.

BUSINESS IMPACT

Financial stress shows up at work.

More Distracted

Employees experiencing financial stress are five times more likely to be distracted at work than employees who are not financially stressed.

50%

Hurts Performance

Half of financially stressed employees say their financial concerns negatively affect their work performance.

46%

Less Productive

Nearly half of financially stressed employees spend more than three hours each week dealing with financial concerns during the workday.

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COST OF FINANCIAL STRESS

Estimated annual productivity impact

$208,000

200 Employees

25Organization size500

Estimates use an average hourly wage of $27.66 and 3.5 hours per week of financial distraction. Figures are conservative and exclude additional costs such as absenteeism, turnover, and delayed retirement.

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SHARED VALUE

One benefit can support both sides of work.

When employees gain financial confidence, organizations benefit from a more engaged, focused, and supported workforce.

Employees

Better financial decisions

Reduced financial stress

Higher confidence

Employers

Better benefit utilization

Higher engagement

Stronger employee experience

SAME TEAM

Designed for employers.
Built for employees.

JayPlans was built to be transparent, predictable, and free from sales incentives, making it easier for organizations to provide meaningful financial support without unexpected costs or conflicting interests.

Predictable pricing

Straightforward pricing designed for predictable budgeting. Your investment stays consistent, with adjustments only as your organization meaningfully grows.

Complete by design

JayPlans is designed as a complete financial planning benefit. There are no add-ons, no premium features, and no separate products for employees or employers to purchase.

Built with employers in mind

Designed to be easy to implement, simple to manage, and valuable for employees, without adding administrative burden.

"After years of working with families, I saw how difficult it was for many people to access unbiased financial advice. At the same time, I watched employers invest heavily in supporting their people while financial wellbeing remained largely overlooked. JayPlans was built to bridge that gap with a benefit that's practical for employers, valuable for employees, and never driven by product sales."
— Clint Graham, Founder