Plannery and Phoebe Putney: A Partnership for Financial Wellness

September 30, 2024

Since May 2024, Phoebe Putney Health System has partnered with Plannery to bring a tailored financial wellness solution to their employees.

The Plannery Experience
With just a name and phone number, Plannery creates customized debt assistance plans in under 60 seconds. Employees with credit scores as low as 580 gain access to loan rates up to 60% below market value. The experience is simple, fast, and inclusive, ensuring that every Phoebe employee has the opportunity to achieve financial freedom.

High Engagement, High Savings

The employee engagement and savings are remarkable: 1,060 employees (nearly 1 in 3 Phoebe employees) have engaged with Plannery, while 535 employees (roughly 1 in 6 Phoebe employees) have applied for Plannery's debt assistance programs.

Average savings for Phoebe employees? More than $5,500 and 6 years of indebtedness. That's like offering employees a $2,000 raise — without extra hours or extra stress.

A Win-Win-Win for Phoebe Putney Health System
Plannery’s impact extends beyond individual financial health. By reducing financial stress, Phoebe Putney is fostering a more engaged, productive, and resilient workforce.
It's a win for Phoebe, a win for their employees, and of course!) a win for patients.

Employee Voices: Real Stories, Real Impact
Take it from the Phoebe leaders who know Plannery best:

“We have had an exceptional experience with Plannery here at Phoebe Putney Health System. Employees have actively given positive feedback on the impact and engagement has surpassed our expectations. The platform is so intuitive and easy to use. Our IT department informed us that implementation was seamless. We’re thrilled to work together to build financial wellness among our community,” shared Anthony Lewis, Chief Human Resources Officer at Phoebe Putney Health System.

As one senior business analyst explained, “Us folks in healthcare, we’re not doing it for the money. We’re doing it because we want to take care of people and our community. Plannery is a wonderful tool to help healthcare workers in a challenging industry get the tools and build the skills we need to better manage finances."
“There's a ton of demand for Plannery. That just shows the need for it!” echoed the Director of Community Relations.

Take Control of Your Financial Future, Today!
Join the hundreds of Phoebe Putney employees who have already benefited from Plannery. Learn more at Planneryapp.com/phoebe

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Plannery Lending Disclosure^Ⓛ
‍Not all applicants will qualify. Loans are subject to approval and verification of credit and employment information. Rates and terms are subject to change without notice. Loan amounts range from $1,050 to $21,000, with repayment terms from 12 to 60 months. Annual Percentage Rates (APRs) range from 13.13% to 30.61%, as of June 15, 2026, based on creditworthiness and other factors. State minimum lending laws may apply. Loan minimums vary by state. Applications are for loans offered, made by, decisioned and owned by FinWise Bank, a Utah chartered bank.

Equifax Optimal Path Disclosure^Ⓒ^‍The credit score shown is your Equifax VantageScore® 3.0, provided solely by Equifax. It is not a score from any other credit bureau and may differ from scores used by lenders. Any projected score changes or recommendations are based on Equifax modeling. Actual results may vary, as your credit score is influenced by many factors that can change over time. This feature is intended to serve as a guidance tool only, not a guarantee or final determination of your credit standing.

Time and Money Saved for individual customer^Ⓢ
‍Estimated savings are based on a comparison of customers existing obligations and assumes acceptance of their Plannery loan offer, along with consistent, on-time payments. Savings are not guaranteed and may vary based on individual repayment behavior.

Customer Testimonials^Ⓣ
‍Testimonials are provided by real customers. No compensation or incentives were given in exchange for their feedback.

Average time and money saved with Plannery^Ⓐ
‍Averages based on Plannery loan offers for all loans funded since May 2024-June 15, 2026, calculated against each borrower's existing debts paid at minimum payments. Faster payoff and lower monthly payment are alternative outcomes; the average payment reduction of $141.77 amonth applies to the 57% who lowered their payment. Individual results vary.

Below Marketing Rates^Ⓜ
^‍Healthcare workers who qualify with Plannery get an APR about 22% lower than the market average, roughly 5.4 percentage points
Average based on Plannery quoted APRs for applicants since Q3 2025-June 2026 who received an offer, compared with LendingTree average all-offer APRs by credit tier (Q4 2025 marketplace data). APR includes interest and fees. Savings depend on credit profile and terms. Not all applicants qualify

Plannery as an employee benefit^Ⓔ
^‍Plannery is an optional program, not a recommendation from your employer. Your employer gets no financial benefit from employees applying for or being approved for Plannery.

Time to see offer^Ⓠ
^‍Based on Plannery web applications completed in a single session from April 2025 to June 2026 who reached an offer. The median time from selecting goals to viewing a loan offer was approximately 3.2 minutes, with about 78% viewing their offer within 5 minutes.