Give your team the financial wellness benefit that’s trusted by 2,000 businesses and has served 3.5 million employees.​

 

 

Give your team the financial wellness benefit that’s trusted by 2,000 businesses and has served 3.5 million employees.​

 

 

 

Give your team the financial wellness benefit that’s trusted
by 2,000 businesses and has served 3.5 million employees.​

What is SmartDollar?

SmartDollar is an employee financial wellness benefit based on Dave Ramsey’s proven principles. These principles, called the Baby Steps, have helped millions of people ditch debt and save wisely over the last 30 years.

And it’s proven to work!

3 Simple Steps to Bring Financial Wellness to Your Team

Connect With Us

Fill out the form above and we’ll
give you a quick call.

See the Product

Schedule a personalized
walk-through of SmartDollar and get your custom quote.​

Get Started

Finalize the paperwork and feel good
knowing your employees can start taking
control of their money. 

3 Simple Steps to Bring Financial Wellness to Your Team

Connect With Us

Fill out the form above and we’ll give you a quick call.

See the Product

Schedule a personalized
walk-through of SmartDollar and get your custom quote.​

Get Started

Finalize the paperwork and feel good knowing your employees can start taking control of their money. 

3 Steps to Bring Financial
Wellness to Your Team

What do your
employees get?

You can give them access to life-changing financial education with:

Tools for budgeting, saving, and planning for the future

Educational content from financial experts, including
Dave Ramsey

One-on-one and group coaching

What does your
business get?

You get access to everything you need to
launch and promote SmartDollar, including:

A dedicated relationship manager

A personalized client portal

Ready-to-use promo materials

What do your employees get?

You can give them access to life-changing financial education with:

Tools for budgeting, saving, and planning for the future

Educational content from financial experts, including
Dave Ramsey

One-on-one and group coaching

What does your business get?

You get access to everything you need to launch and promote SmartDollar, including:

A dedicated relationship manager

A personalized client portal

Ready-to-use promo materials

What do your employees get?

You can give them access to life-changing
financial education with:

Tools for budgeting, saving, and
planning for the future

Educational content from financial
experts, including Dave Ramsey

One-on-one and group coaching

What does your business get?

You get access to everything you need to
launch and promote SmartDollar, including:

A dedicated relationship manager

A personalized client portal

Ready-to-use promo materials

“SmartDollar stands out because of its reputation. All of the other programs we looked at were new. Sure, they might all have similar features. But at the end of the day, this program has the reputation of really impacting lives.”

“With SmartDollar, our employees aren’t worried about their financial situation. They perform better and are more productive. That’s better patient care!"

“Working with the SmartDollar team is a ton of fun! It feels like an extension of us—just super easy and natural. I don’t think it’s ever hard to work with people who are really trying to help you and help your employees.”

“This has given our employees and students the opportunity to really set themselves up for success, create legacy in their lives, and see ways that they can actually make a plan with their finances. We have heard thank you a lot. And that's really encouraging.”

Companies That Use SmartDollar

Companies That Use SmartDollar

6,000 companies have used SmartDollar
3.5 million employees served
$1.5 billion in debt paid and dollars saved

 

3.5 million employees served. 6,000 companies have used SmartDollar. $16,200 average debt paid and dollars saved.
Latest Research

The 2022 SmartDollar Employee Benefits Study

This study covers topics including employee benefits, employee financial and mental health, and other trends impacting today’s workforce.

Articles and Resources
Latest Research

The 2022 SmartDollar
Employee Benefits Study

This study covers topics including employee benefits, employee financial and mental health, and other trends impacting today’s workforce.

Featured In

Fox Business, Fast Company, Yahoo Finance, ebn, Benefits Pro Magazine, 401k Specialist, Plan Sponsor, Financial Times

Have Questions?

Truth: SmartDollar clients see the highest participation results with their employees when leaders get involved.

That means leaders working the Baby Steps alongside their team, offering incentives, celebrating small (and big) wins, and sending out the prewritten email invitations.

And you don’t have to do it alone. Your dedicated relationship manager will help you encourage your employees to use SmartDollar—whether they’re in the office, in the field or in front of a classroom.

We can’t promise your whole team will sign up—but the ones who work the Baby Steps can change their lives!

With SmartDollar, your employees will have 24/7 access to easy-to-consume content, including the premium version of our budgeting app, EveryDollar, to track their money.

They can pay off debt (we’re looking at you student loans!), save for life’s big emergencies, and finally get excited about their future.

You’re not alone! You'll have a relationship manager dedicated to your company who’ll help guide you through the implementation process, suggesting the best way to launch SmartDollar to your team. You’ll also have access to promotional materials inside your admin portal.

Plus, group and individual invitations will help you to quickly (and easily) get new employees signed up.

You can absolutely use it too! Companies have higher success rates with SmartDollar when leaders work the plan.​

This could be as easy as showing a SmartDollar video during your current meeting rhythms or more in-depth like scheduling an hour once a month to watch a video, discuss progress, and celebrate together.

But SmartDollar isn’t a class, so even if watching content together isn’t an option, you—and your employees—are able to work the plan and access the tools anywhere, anytime.

A lot of SmartDollar users are on the road, in front of a classroom, on-site or somewhere other than sitting at a desk. That’s okay! 

Your employees can access SmartDollar on a desktop or a mobile device so wherever they are, SmartDollar is too. Your dedicated relationship manager can also give you ideas to keep your employees encouraged and on track toward their money goals.