TAKE YOUR FIRST STEP
Find a plan that fits your needs
All plans include clear guidance, access to a dedicated financial planner, and tools to help you reach your financial goals.
COMPANY
Tailored Plan
Round out your employee benefits package with financial wellbeing support. Contact us to discuss pricing and terms with a JayPlans representative – we would be happy to create a plan that is a perfect fit for your organization’s needs.
Education & webinars tailored to your employees’ compensation & benefits packages
Company admin portal to manage employee on- and off-boarding
Access to all individual JayPlans tools & features:
- Personalized financial plan tailored to your goals
- One-on-one support from a dedicated planner
- Easy tracking to monitor your progress
- Tools to help you budget, save, and stay on track
- Updates and plan adjustments as your life changes