Let us help put your benefits to work. 

PlanWell™ from Baystate Financial is bringing valuable insights and guidance 
to your workplace. 


PlanWell™ is a financial education curriculum from Baystate Financial is not a generalized, basic program for all. Rather, it delivers a unique, individualized financial experience to you.  The objective? To help you realize your financial goals, whether it’s saving for a house, college, or retirement. 

How PlanWell™ works:

A four-part core engagement series helps you understand how to  Save, Invest, Live, and Protect your wealth on the path to retirement.

  • Every attendee receives takeaway resources for future reference.
  • Engagements are held at a time and location that works best for your team.
  • You’ll have the opportunity to meet with a financial professional for holistic advice and management of strategies pursuing your unique financial goals.

 More about: PlanWell         Contact Us TODAY to get started!