Give your teamfinancial confidence
The benefit your teamactually wants
Money stress shows up at work
Finances are consistently the #1 source of stress for employees, and it follows them into focus, productivity, and retention.
Financial wellness pays for itself
80% of employers say financial wellness support leads to more satisfied, loyal, engaged, and productive employees.
Most programs stop at the employee
Ours reaches the whole household, with a complete system for adults and an interactive money course for kids ages 8–14.
What's in acorporate package
The full adults program
The 50/20/30 masterclass and its planning tools, with a seat for every employee.
The kids course, for families
Employees' kids (ages 8–14) get the interactive money course, a benefit that reaches home.
Zero-lift rollout
We set up access for your whole team. Employees sign in and start in minutes, with no IT project required.
Optional live kickoff with Alexa
Launch the program with a live session or keynote from Alexa to get your team excited from day one.
How it works
- 1
Tell us about your team
Share your team size and what you want your people to get out of the program.
- 2
We tailor your package
Volume pricing based on your headcount, for kids, adults, or both programs.
- 3
Your team gets access
Employees onboard in minutes and start building their financial plans right away.