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. 

Connect With Us

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

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.

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