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Workers Planit:

Helping you achieve your dreams

What is Workers PlanIt?

Workers PlanIt is a place for you to come build your dreams and walk away with a financial plan to achieve them. Our goal is to be there for you at every life stage and give you the tools to help fulfill your definition of financial success.

One-on-one financial counseling

One-on-Ones That Work

A Workers Coach will sit down with you in a confidential space to discuss your financial dreams, goals, and concerns. Then they’ll help create a plan with you so that you know exactly which steps to take next.

Financial app illustration

Select a Thumbnail to View a Demo of the Dream App

What Dreams Will You Build?

Select a Thumbnail to View a Demo of the Dream App

Dreams are ageless. Our app will assist you at any life stage. Let your imagination go to work as you build your dream via an interactive touchscreen experience. Once complete, we’ll provide you with financial tips and recommendations to get you on track.

Financial counselors hosting an interactive workshop

Workers Workshops

Workers offers free educational events featuring industry experts who will motivate you at any age. Whether you are starting your first job or getting ready to retire, our workshops will help you get excited for the next stage.

Map of Massachussets with pins for Workers PlanIt locations in Hudson and Worcester

Find a Location

Workers PlanIt
Trolley Yard
301 Grove Street
Worcester, MA 01605

Coming soon
Workers PlanIt
Highland Commons
3 Highland Commons East
Hudson, MA 01749

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Work It out with Workers

Workers PlanIt financial coaches offer you expert advice and financial tools to help you achieve your dreams.