Empowering the Pursuit
of Financial Happiness.

Financial Wellness Solutions

Our free financial wellness programs empower people to make the best financial decisions and develop a healthy relationship with money.

We provide free educational tools and personal guidance to instill financial confidence in our members and community.


Our free e-courses and tools are designed to make financial education fun and engaging. Through games, calculators, full instructional courses and brief videos that clarify common financial questions, you’ll gain confidence and control of your finances.

Online Financial Wellness
At Work Financial Wellness


We help businesses, organizations and employees learn how to best manage their money. Our Certified Financial Wellness Coaches will come to you and lead workshops on financial topics catered to your most needed information.


We believe it's never too early to learn smart money management. That's why we offer free on-site classes and assemblies for students on a wide variety of financial topics. Knowledge is power and we want to share what we know.

At School Financial Wellness

All of our Associates are Certified Financial Wellness Coaches and available to coach members in person at a Financial Center, your workplace or organization, or by phone, chat, or video.

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