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Instant Results
Long Term Returns

Our goal is to give you the tools you need to provide effective and efficient retirement education to your plan sponsors.

We will work with you to provide a great experience that will help you win new business and keep your current clients happy.

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Trusted Content

Personal finance doesn’t have to consist of a boring seminar and a PowerPoint presentation. SmartDollar is a holistic, engaging approach to handling money. Entertaining and inspiring videos paired with useful tools and personalization will empower your participants to take control of their financial situation. Content is constantly updated to provide relevant guidance every step of the way.

Online and Mobile Access

We’ll meet your participants right where they are. An online solution can reach multiple business locations, multiple shifts and multiple people. SmartDollar is available at any time of day or night on any device, so your participants and their spouses can participate on their own time, when it’s convenient for them.

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Budgeting Tools

SmartDollar’s Quick-Start Budget tool allows your participants to make a plan for their money and to be smart with every dollar. This tool empowers them to create a tailored budget based on their own family’s needs so they can start telling their money where to go instead of wondering where it went. Money tools alone won’t cause you to take control of your money, but when combined with crystal-clear education, they are very powerful is all by its lonesome.

Independent, Unbiased Advice

After more than two decades of helping people with their money, Dave has heard it all. Your participants can get Dave’s expert advice on their real-life money questions.

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Not a One and Done Program

A one-time lunch-and-learn session is good … for about an hour. Your participants need help and communication every step of the way. That’s where SmartDollar comes in. Our online program offers material that helps them learn over time so they can form money habits that last.


Just like each of your participants has unique talents, they also have unique money situations. SmartDollar provides the advice and tools they need whether they are paying off debt, saving for their kids’ college or investing.

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Employee Benefit

SmartDollar can be offered to an entire company at one time. Participation rates and ROI substantially increase when the whole company goes through the program together as well as alleviates any guilt and shame of having to raise your hand to ask for help with your personal finances.


We provide detailed tracking throughout the program so you’ll be able to see your participants’ progress firsthand. You can use this information to help further educate your clients and be the hero that brought real change to their business.

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See SmartDollar in action.

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