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SmartDollar

SmartDollar

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4.4 (11)

SmartDollar Products (4)

   

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Cash Flow & Budgeting

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Financial Coaching

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Financial Education

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Financial Wellness

Product Description

Our core financial wellness lessons cover our step-by-step plan, budgeting, and other key topics like saving, debt, investing, planning for large purchases, insurance, college and retirement planning. In addition to our core lessons, we’ve created additional videos that provide a deep-dive into relevant financial topics such as insurance, mortgages, real... Show More

About this product

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Our core financial wellness lessons cover our step-by-step plan, budgeting, and other key topics like saving, debt, investing, planning for large purchases, insurance, college and retirement planning. In addition to our core lessons, we’ve created additional videos that provide a deep-dive into relevant financial topics such as insurance, mortgages, real estate basics, identity theft protection, college savings, HSAs, creating new habits, and more.

Our EveryDollar Budgeting app is our top tool for engagement and it helps your employees stay on track with paying off debt, saving, preparing for retirement, and building an emergency fund. This app allows participants to manage their budget on-the-go in real time and offers optional bank connectivity at no additional fee.

The Debt Snowball tool, Emergency Fund Planner and R:IQ Retirement tool are other popular tools that help employees work the plan faster by encouraging them to return to the program to track their expenses and debt payments, check their progress on eliminating debt and building their emergency savings, and dream about their retirement.

Min. Group Size

2 eligible

Lives Serviced

-

Average Cost

Average Cost is Locked

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SmartDollar Media

SmartDollar video/presentation/materials SmartDollar video/presentation/materials SmartDollar video/presentation/materials SmartDollar video/presentation/materials
SmartDollar video/presentation/materials Play
SmartDollar video/presentation/materials Play
SmartDollar video/presentation/materials Play

SmartDollar Info

Founded:

Established in 1992

Funding Summary:

None

Location:

Franklin, TN

Links:

Employees:

70
Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial counseling in small settings. Now over 30 years later, Ramsey offers his life-changing message as host of The Ramsey Show,... Show More

About this vendor

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Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial counseling in small settings. Now over 30 years later, Ramsey offers his life-changing message as host of The Ramsey Show, a nationally syndicated radio show with more than 23 million listeners each week across the United States through radio, podcasts, and video. With more than 1,000 team members, Ramsey Solutions’ reach extends into publishing, events, educational curriculum, digital tools, and life-changing content helping people in all walks of life no matter their personal situation.

For over two decades, Ramsey has helped businesses bring financial education to their teams. After relaunching as a fully digital solution in 2015, SmartDollar has become the leading financial wellness solution for corporate America, helping millions of employees.

SmartDollar Clients

SmartDollar Reviews

4.4 (11)

Star Featured Review

Tom Roesler

January 8, 2021
Short of in-person classes, where going through learning as a group, this is a best-in-class product. It allows individuals (or families) to go through the content on their schedule and get quality teaching in an easy-to-understand way and backed with incentives and helpful resources.
Star Featured Review

Kimberly Earnest

December 9, 2020
Great product. We've been using it for three years and have had a lot of success with our employees making some pretty cool financial lifestyle changes and progress on their financial goals.

Product reviews

×

4.4 (11)

Star Featured Review

Tom Roesler

January 8, 2021
Short of in-person classes, where going through learning as a group, this is a best-in-class product. It allows individuals (or families) to go through the content on their schedule and get quality teaching in an easy-to-understand way and backed with incentives and helpful resources.
Star Featured Review

Kimberly Earnest

December 9, 2020
Great product. We've been using it for three years and have had a lot of success with our employees making some pretty cool financial lifestyle changes and progress on their financial goals.
Star Featured Review

Leigh VanDoornik

December 8, 2020
The service is great as an online resource. The downside is how to reach those who are not on their computers all the time. Manufacturing is an area that needs other communication. Not sure this is a great resource to but most use their phones only. Just hard to get people on board.
Star Featured Review

Kevin Wessell

November 19, 2020
Would love more support for someone who has no debt except house. I accomplished this because of the program...then the cool tools to track progress just kind of died.
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