My Home Plan partners with employers to offer a co-branded employee homeownership benefit — a meaningful addition to financial wellness and retention, coordinated entirely by our team, at no cost to you or your employees.
Goes beyond a typical wellness perk — a coordinated plan toward one of life's biggest financial milestones, which employees remember and value.
Employees enroll and work with their Advisor directly. Financial details and individual progress are never shared with HR or management.
A benefit tied to something employees are actively working toward gives them one more reason to stay — with zero day-to-day lift for your team.
A short conversation to set up your company's co-branded page — the My Home Plan program is open to any employee, whether or not their employer has partnered with us.
We build your company a page like the one below.
Share the link — employees enroll directly and confidentially.
View aggregate participation in your Partner Portal.
"Our people talk about this benefit more than almost anything else we offer. It costs us nothing, and My Home Plan handles everything confidentially."
Tell us a bit about your company and our partnerships team will follow up within a few business days.
No. There's no cost to your company or your employees to participate in the My Home Plan program.
No. Employees enroll directly with My Home Plan and manage their own information. Your team sees aggregate participation metrics only, through your Partner Portal.
Enrollment itself has no cost or tax impact. Any program-specific benefits an employee may become eligible for should be reviewed with a tax professional.
No. My Home Plan Advisors handle all coaching, coordination, and financial guidance directly with employees. Your team's role is simply to share the program.
Yes. Multi-location employers can roll this out company-wide, all under one co-branded page.