Professional guidance toward a better financial life

With the help of PlanSmart® Financial Wellness, you can make immediate progress toward the financial goals that matter to you and have a positive impact on your future. We'll break down complex tasks, like retirement planning and debt management, into bite-sized activities and develop a personalized plan for you based on your unique situation.

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We’re here to help you focus on what matters to you

Because NEBA truly understands that your financial wellness is important

PlanSmart® Financial Wellness is a benefit provided by NEBA, free of charge to you. With our proven approach, we work directly with NEBA to provide you with a thoughtful and high-quality service to help you with your money-related matters. Rest assured, your personal financial information is secure and private, and will not be shared with your sponsoring organization.

Guided by EY’s team of experienced and objective financial planners

Along with a collection of proven tools and information to better equip you for your financial future, PlanSmart® Financial Wellness brings you the proven experience of a dedicated financial planner to help you achieve your goals. Once you begin using the service, you will be paired with an experienced planner who will be available to you via phone or messaging. This is a proven professional who can offer unbiased education and guidance as it pertains specifically to you and your unique financial situation.

Meet Marc

"I obtained my bachelor’s degree in Economics and my master’s degree in Finance from University of Tampa. I am also a Certified Financial Planner ™ and have an advanced degree in Statistics from Penn State. In my free time I enjoy concerts, theme parks, and going to the beach."

Meet David

“I obtained my bachelor's degree in Finance from Roger Williams University in Rhode Island. I have been in the financial services industry for 10 years. In my free time I enjoy music and photography."

How it works

Add information

Add your accounts and other key information for a complete and accurate view of your current finances.

Work toward goals

Prioritize what’s important to you and create actionable plans that are realistic, forward-focused and achievable.

Check in with a planner

Lean on your dedicated EY financial planner for guidance and education along the way.