A financial wellbeing system that actually works
Choose your team size and the level of support you prefer
Basic
Per employee / mo
$1.50
$1,800 billed annually
🛡️ 14-Day Money Back
Full Refund: If you don't like the platform within the first 2 weeks, we will give you all your money back.
•
Cancel AnytimeTotal Control: No restrictive long-term lock-ins. You have the flexibility to pause or end your subscription at any point.
The Platform (the what)
Financial Foundations OS™
All Lessons: Your team gets 24/7 access to every video and course on how to manage money better.
Personal Wealth Dashboard
Actionable Tools: Interactive trackers and budgeting tools that help employees visualize and reach their individual goals.
Adoption & Success (the how)
Weekly "Money Minute"
Continuous Engagement: High-impact, bite-sized nudges delivered once a week to keep financial wellness top-of-mind.
Launch & Rollout Playbook
Live "Ask-Anything" Q&As
Monthly Theme Masterclasses
On-Demand Replay Vault
Direct Expert Support
Quarterly Impact Reporting
1:1 Coaching (white glove)
Org-Wide 1:1 Coaching
Custom Financial Workshops
Best adoption & value
Core
Per employee / mo
$3
$3,600 billed annually
🛡️ 14-Day Money Back
Full Refund: If you don't like the platform within the first 2 weeks, we will give you all your money back.
•
Cancel AnytimeTotal Control: No restrictive long-term lock-ins. You have the flexibility to pause or end your subscription at any point.
The Platform (the what)
Financial Foundations OS™
All Lessons: Your team gets 24/7 access to every video and course on how to manage money better.
Personal Wealth Dashboard
Actionable Tools: Interactive trackers and budgeting tools that help employees visualize and reach their individual goals.
Adoption & Success (the how)
Weekly "Money Minute"
Continuous Engagement: High-impact, bite-sized nudges delivered once a week to keep financial wellness top-of-mind.
Launch & Rollout Playbook
Turnkey Adoption: Proven communication templates and promotional assets to ensure a successful, high-participation launch.
Live "Ask-Anything" Q&As
Expert Access: Interactive sessions where employees get real-time, professional answers to their questions.
Monthly Theme Masterclasses
Monthly Classes: Every month we host a class on big topics like buying a house, getting out of debt, or investing.
On-Demand Replay Vault
Watch Later: If someone misses a live class, they can watch the recording whenever they have time.
Direct Expert Support
Help Desk: If your team has trouble logging in or has a question, email us and we’ll help right away.
Quarterly Impact Reporting
Usage Reports: Every three months, we show you how many people are using the platform and attending online events.
1:1 Coaching (white glove)
Org-Wide 1:1 Coaching
Custom Financial Workshops
Premium
Per employee / mo
$16
$19,200 billed annually
Contact Sales
🛡️ 14-Day Money Back
Full Refund: If you don't like the platform within the first 2 weeks, we will give you all your money back.
•
Cancel AnytimeTotal Control: No restrictive long-term lock-ins. You have the flexibility to pause or end your subscription at any point.
The Platform (the what)
Financial Foundations OS™
All Lessons: Your team gets 24/7 access to every video and course on how to manage money better.
Personal Wealth Dashboard
Actionable Tools: Interactive trackers and budgeting tools that help employees visualize and reach their individual goals.
Adoption & Success (the how)
Weekly "Money Minute"
Continuous Engagement: High-impact, bite-sized nudges delivered once a week to keep financial wellness top-of-mind.
Launch & Rollout Playbook
Turnkey Adoption: Proven communication templates and promotional assets to ensure a successful, high-participation launch.
Live "Ask-Anything" Q&As
Expert Access: Interactive sessions where employees get real-time, professional answers to their questions.
Monthly Theme Masterclasses
Monthly Classes: Every month we host a class on big topics like buying a house, getting out of debt, or investing.
On-Demand Replay Vault
Watch Later: If someone misses a live class, they can watch the recording whenever they have time.
Direct Expert Support
Help Desk: If your team has trouble logging in or has a question, email us and we’ll help right away.
Quarterly Impact Reporting
Usage Reports: Every three months, we show you how many people are using the platform and attending online events.
1:1 Coaching (white glove)
Org-Wide 1:1 Coaching
1:1 Meetings: Every employee can book a private call with a money expert to talk about their specific situation.
Custom Financial Workshops
Team Training: We create custom events for your organization based on what your employees need to learn most.
Or, book a demo here
Book My Demo
The benefit they actually use
Hear directly from the people whose financial lives have been transformed.
★★★★★
Mel Warren
★★★★★
Rochann De Bruyn
★★★★★
Jill Sorensen
★★★★★
The results speak for themselves.
Read how employees are transforming their financial lives using the exact tools included in the plans above.
Stephanie Murray
★★★★★"I'm loving it! I'm new to Budgeting and this has been really helpful!"
Cocofusia
★★★★★"This tool is so useful as it is helpful. I highly recommend as it has significantly helped me to keep track of my finances."
Denys Shliakhov
★★★★★"A very convenient and easy-to-understand table for managing my personal budget. Everything is at your fingertips."
Symone
★★★★★"I strongly recommend this product if you are looking to get your finances in order, and gain discipline with your money."
Abigail Emerson
★★★★★"Super fun and easy to use!! Its making me realize how much I actually spend"
Sara Merriman
★★★★★"Easy to use, very insightful and any questions I have had, I've had very quick replies from the shop."
Arianna
★★★★★"This product was phenomenal! It makes 100% sense and I love how you can do a Plan and then an Actual"
Kate
★★★★★"This is exactly what I needed. I’ve tried other products like this before and this is the only one that has been worth it."
Maka
★★★★★"Loved how adorable it is! The instructions are self-explanatory."
Jess
★★★★★"Exactly as described. Very easy to use!"
Mary Beth
★★★★★"This is such a helpful product! The 'planned' versus 'actual' has really helped me become better at budgeting."
Ruth
★★★★★"Tried to make one myself, but no. This one is the one! Its easy to understand."
Aimee
★★★★★"I can already tell it’s going to make budgeting less stressful and actually enjoyable."
Awa
★★★★★"I absolutely love the monthly budget! It’s super easy to use and really helps me keep track of my expenses."
Brittany Atkins
★★★★★"Clean and organized very effectively. It auto updates and the program cover the topics I wanted."
Ruth
★★★★★"I’ve been looking for something like this for a long time. Most of the ones I found were just too complicated."
Diana Win Dee
★★★★★"Great product! Made my life soooo much easier...love the colours too!"
Shannon
★★★★★"Super easy to use, detailed instructions! Very helpful!"
Alex
★★★★★"It’s been a game-changer for my weekly routine!"
Daniel
★★★★★"Very impressive layout and features."
Pao
★★★★★"I loved this format! Thank you so much for creating this."
Julia
★★★★★"Super easy to use and very organized. Love it!"
Sheleen Estridge
★★★★★"Just what I needed. Really straightforward to use. Thank you!"
Jane
★★★★★"I love it, Thank you!"
Meghan
★★★★★"So cute super easy to use and the shop responds fast!"
LaDonna Harris
★★★★★"Very easy to use!"
Melanie Allgood
★★★★★"Highly recommended!"
Shirley Ramirez
★★★★★"Love it! I appreciate how all the aspects work well together."
Mana Mincheva
★★★★★"It is fantastic and easy to use! Thank you!"
Melissa McDonald
★★★★★"Exactly what I needed to track expenses and easy to use! Thank you for making these."
Sophie Nash
★★★★★"I’ve just started filling this out... I’m confident it’ll help me manage my money better."
Cindy
★★★★★"It's so easy to use! (And also comes in pink, my fave colour)"
Tessa
★★★★★"Perfect and easy to use!!"
Kelli Lyons
★★★★★"Love it and it is very functional, thank you!"
Andie Wald
★★★★★"Great product, easy to use. Happy with it!"
Jill Sorenson
★★★★★"This is a really well thought out tool. Its layout is intuitive."
Carolina de Masi
★★★★★"Very good file, complete and coherent!"
Maria Makling
★★★★★"Very easy to use and also super useful!!! I LOVE IT! 😍"
Ashley Morrison
★★★★★"Every aspect that I could think of is included!"
Sadie
★★★★★"This is so cute and so easy to use! <3"
Evelyn
★★★★★"Exactly what I needed, Thank you!"
Abdalbari
★★★★★"Best value for money I'd pay more for what i got to be honest!"
Chloe
★★★★★"Great product, perfect for me!"
Miranda Mora
★★★★★"Good for what I needed!"
Ruairi Kernan
★★★★★"Just what i needed, well thought out!"
noemilinares
★★★★★"Love this product!"
Meghan
★★★★★"Helpful and easy to use!"
Iryna
★★★★★"It was very helpful! Thank you!"
Brenda
★★★★★"Beautiful program made with love"
Valerie
★★★★★"Easy to use."
Andrew Norris
★★★★★"Great and easy to use!"
Pavlina
★★★★★"Very useful, thank you!"
Leila Lawson
★★★★★"Works great for what I needed!"
D
Danielle Randolph
★★★★★"Love my Budget Planner. Really helping me get back on track financially."
L
Latoya
★★★★★"Love it, I use this planner everyday! It is helping me get my life on track."
C
Chelsea Wood
★★★★★"Love this budget tracker! Great quality."
K
Katie
★★★★★"As a newlywed, I was trying to figure out how to keep track of more bills... I LOVE IT."
M
Margie
★★★★★"Highly recommended... it saved me hours of stress! THANK YOU"
C
Camille Gushway
★★★★★"Great spreadsheet for tracking spending."
S
Soriya
★★★★★"My monthly tracking doesn't have to be so paper cluttered anymore. I love the simple minimalistic design!"
B
Brooklyn Berwick
★★★★★"Easy and fast set up! Would recommend."
M
Muhammad E.
★★★★★"Amazing Fantastic Wonderful and easy to use."
C
Cait
★★★★★"Really easy to set up... a simple aesthetic that makes money management a little less stressful."
J
Jade Johnston
★★★★★"Nice and organized! easy to use."
E
Emily
★★★★★"Really helps motivate me to actually track my budget."
T
Tessa
★★★★★"Amazing!! Just what I needed."
V
Valeria
★★★★★"Instant download. Clear instructions. Simple to navigate."
M
Michelle
★★★★★"Great ideas... seems a lot easier than creating my own so thank you."
R
Raelyn
★★★★★"The budget tracker is so easy to use! i’ve already recommended it to some of my coworkers lol"
L
Lucrezia
★★★★★"Really useful! It helps me a lot for my budgeting."
E
Emily
★★★★★"Really great budget template... Best price for what you're getting."
S
Seeburgermolly
★★★★★"Great for organizing your month!"
D
Dominique
★★★★★"Works great! Very detailed and thorough."
M
Mlewoods
★★★★★"Sooooo great! It was easy to download and easy to customize!"
C
Christine
★★★★★"Not complicated to use. Nothing to formulate... Exactly what I was looking for."
S
Sidney
★★★★★"Works perfectly i enjoy it!"
N
Nakia
★★★★★"Found it very easy to use and very customizable."
S
Selma
★★★★★"They fixed it right away... beautiful and seems to be simple to use."
E
Elizabeth
★★★★★"Very well put together spreadsheet."
E
Emma
★★★★★"Great template. Much easier/time saving than designing myself. Would recommend."
M
Marina
★★★★★"Great product for a great price. Seller answered my question promptly."
B
Biljana
★★★★★"Very clear and easy to understand... If you have any questions, they respond immediately."
M
Meagen
★★★★★"Perfect and so easy to use if you aren’t tech savvy. Love it."
C
Courtney
★★★★★"Seller is so lovely, helpful and responsive. Will certainly purchase from in future."
K
Kenzie
★★★★★"This budget tracker has everything you need! Seller was also super helpful."
R
Rachel
★★★★★"I LOVE this budget planner! It’s so easy to use and thorough yet concise!"
K
Kathleen
★★★★★"Super helpful, definitely recommend this to anyone who budgets :)"
C
Charmayneshop
★★★★★"Great budgeting guide for your finances and business."
A
Amber
★★★★★"It’s easy to understand but detailed and makes me feel like I’m on top of my finances!"
S
Sue
★★★★★"Great product! I love the aesthetic and the blush pink. Thank you"
J
Jazmin
★★★★★"This way has been helpful to me and shows me just how much I spent on fast food…eeek. Anyways. Love it."
M
Marwa
★★★★★"User-friendly and extremely helpful for budgeting!"
S
Storm
★★★★★"Second purchase from this seller... not worried I will be back!"
M
Maria
★★★★★"Great product. Quick delivery. So many compliments"
N
Niki
★★★★★"I love this so much. Great quality and super easy to use."
D
Devon
★★★★★"Exactly what I was looking for."
M
Melissa
★★★★★"Awesome item to support budgeting, and keep your expenses organized."
B
Brooke
★★★★★"So pretty and does what I need it to do. Fingers crossed it actually helps me budget."
A
Alejandra
★★★★★"Is really easy to use and the seller kindly helped me with some request."
L
Levi
★★★★★"Very useful and designed well. Would recommend for sure!"
K
Kate
★★★★★"Other I have purchases were too complicated for what I needed and this was pefect."
B
Brittany Davies
★★★★★"Great, very useful! Would suggest to people!"
R
Rachelseo1
★★★★★"Super easy to use and came with instructions so it was simple."
I
Izzy
★★★★★"This one I update daily still. The design is user friendly whilst also being very aesthetically pleasing."
H
Helen
★★★★★"Very helpful spreadsheet to help me keep organised with my finances."
T
Terrica
★★★★★"It's super pretty and very functional! I use it on my iPad and it works like a dream :)"
R
Reisha
★★★★★"This spreadsheet makes budgeting easy! So glad I purchased it."
Z
Zoey
★★★★★"Awesome template. Very cheap compared to value."
R
Regina
★★★★★"Easy to understand and useful! I love it!"
S
Sivagowsi
★★★★★"Affordable and clear budget tracker. Great customer service from the seller."