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WE BELIEVE FINANCIAL WELLNESS IS FOR EVERYONE.

Wellness. Planning. Advice.

Start your journey now


TAKING CONTROL OF YOUR FINANCIAL LIFE

Your SMARTMap Financial Wellness Program offered by your employer helps lay the
groundwork for a solid financial foundation by building healthy habits with your
financial goals in mind.

Our team works with you to discover what your retirement plan has to offer and
the basics of personal finance. This is an inclusive space to improve your
day-to-day money management, build good habits, and take charge of your
finances. We have various resources available to you and our financial advocates
are there with you every step of the way. 

Working on financial wellness doesn't need to be complicated. We want to help
you clearly define where you are, where you want to be, and how to get there. 


SPECIFIC

Identify topics of interest/areas of need




MEASURABLE

Define what  success will look like for you

Attainable

Start small to build momentum for larger goals


RELEVANT 

Consider how this goal will affect other areas of your financial life

Time-Based

Determine an appropriate timeline to make progress


HOW WE WORK TOGETHER FOR YOU

PS 3

PLAN SPONSOR
(EMPLOYER)

Provides and oversees your benefits with your organization and processes
payroll. 

SM 4

EDUCATION CONSULTANTS
(ADVISORS)

Delivers a Financial Wellness Program and retirement education to employees and
employers.

RK 3

PLAN PROVIDER
(RECORDKEEPER)

Reconciles your accounts, provides access to account information, and handles
transactions.


CREATE YOUR OWN BLUEPRINT

We empower you to take charge and build healthy financial habits from the
comfort of your own home. Building financial literacy through ongoing education,
resources, and speaking to our team allows you to make more informed and
confident financial decisions. 


SELF- LEARNING

 * Financial Wellness App
 * Online Financial Education Center 
 * Video Tutorials 
 * Market Recaps
 * Financial Calculators




PERSONALIZED SUPPORT

 * Access to Financial Advocates 
 * Educational Webinars 
 * Financial Workshops 
 * Individual Consultations
 * Live Chat


GET STARTED TODAY WITH THE SMARTMAP APP

Need to budget and save but don’t know where to start? Have a retirement plan in
place but want help staying on track? No matter where you are in your financial
journey, SMARTMap can help.

Get Started


FINANCIAL WELLNESS TOPICS

Stay up to date with financial, retirement, and market trends and learn how your
decisions today impact your future. Our online financial wellness center,
emails, and webinars offer a variety of resources to help you break down your
financial goals into actionable steps, no matter where you are at in your
financial journey. 


RETIREMENT


TAXES


INVESTING


SAVINGS


DEBT



BUDGET

Financial Wellness Center


LET'S GET STARTED TOGETHER! 

Schedule a Call Today

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser
registered under the Investment Advisers Act of 1940. Pensionmark is affiliated
through common ownership with Pensionmark Securities, LLC (member SIPC).

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