At Clever Finance, our mission is to make things easier for you and your family by helping with savings, spending, debt, and more.
We provide free financial guidance as a workplace benefit—paid by your employer at no cost to you.
We know money is a touchy subject and thinking about it can be overwhelming. Don’t worry—we’re here to help you gain financial confidence and build a plan for the future, not to judge!
We start by asking about your current situation and what’s on your mind. From this information, we create a personalized Financial Wellness Plan with specific, easy-to-follow suggestions for making wise decisions about your money today and tomorrow.
You get a Clever Coach to answer questions and for private, one-on-one financial guidance. All our coaches pass a rigorous qualification process, require at least five years of experience, and are skilled listeners and strong partners in your success.
Clever Finance makes it fast and easy to put your Financial Wellness Plan into action, with easy-to-use online tools for managing your money. Your Clever Coach will check in regularly to see how you’re doing and make changes to your plan together as needed.
We don’t sell financial products and will never share your personal information with anyone—including your employer. So you always know we have your best interests in mind as we help you: