Employee Wellbeing

We Help Your Employees
Win with Money

You give your team a paycheck. We give them a plan to use it wisely. When people feel safe with their money, they can focus on doing their best work.

Trusted by HR Leaders From
Read Client Stories →

A complete ecosystem for financial wellbeing.

01
The Core Solution

The Employee Program

A comprehensive system of courses, tools, and coaching to reduce financial stress and improve retention.

See The Program →
02
Free Tools

HR Resource Library

Download ready-to-use tools to make your job easier. Includes our Financial ROI Calculator and Onboarding Checklists.

Access the Hub →
03
Weekly Guidance

Wellbeing Newsletter

Practical guidance every Tuesday morning to help you increase your team's financial wellness.

★★★★★

100,000+ employees have rated our tools and courses 4.88/5

Kate
Kate
★★★★★
This is exactly what I needed in order to properly and aesthetically track income and expenses. I’ve tried other products like this before and this is the only one that has been worth it.
Sara
Sara Merriman
★★★★★
Easy to use, very insightful and any questions I have had, I've had very quick replies from the shop.
Cocofusia
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.
Symone
Symone
★★★★★
I strongly recommend this product if you are looking to get your finances in order, and gain discipline with your money.
Mary Beth
Mary Beth
★★★★★
This is such a helpful product! The "planned" versus "actual" has really helped me become better at budgeting. Thank you!
Ruth
Ruth
★★★★★
I've been looking for such program that fits my life for a few years. Tried to make one myself, but no. This one is the one! Its easy to understand.
Aimee
Aimee
★★★★★
The product itself is so easy to use and beautifully organized. I can already tell it’s going to make budgeting less stressful and actually enjoyable.
Awa
Awa
★★★★★
I absolutely love the monthly budget! It’s super easy to use and really helps me keep track of my expenses. I also adore the cute, clean design.
Denys
Denys Shliakhov
★★★★★
A very convenient and easy-to-understand table for managing my personal budget. Everything is at your fingertips: income, expenses, and balance.
Brittany
Brittany Atkins
★★★★★
Clean and organized very effectively. It auto updates and the program cover the topics I wanted.
Ruth
Ruth
★★★★★
I’ve been looking for something like this for a long time. Most of the ones I found were just too complicated. This one is easy to use.
Abigail
Abigail Emerson
★★★★★
Super fun and easy to use!! Its making me realize how much I actually spend
Arianna
Arianna
★★★★★
This product was phenomenal! It makes 100% sense and I love how you can do a Plan and then an Actual
Jess
Jess
★★★★★
Exactly as described. Very easy to use!
Maka
Maka
★★★★★
Loved how adorable it is! The instructions are self-explanatory.
Stephanie
Stephanie Murray
★★★★★
I'm loving it! I'm new to Budgeting and this has been really helpful!
Diana
Diana Win Dee
★★★★★
Great product! Made my life soooo much easier...love the colours too!
Shannon
Shannon
★★★★★
Super easy to use, detailed instructions! Very helpful!
Alex
Alex
★★★★★
It’s been a game-changer for my weekly routine!
Daniel
Daniel
★★★★★
Very impressive layout and features.
Pao
Pao
★★★★★
I loved this format! Thank you so much for creating this.
Julia
Julia
★★★★★
Super easy to use and very organized. Love it!
Sheleen
Sheleen Estridge
★★★★★
Just what I needed. Really straightforward to use. Thank you!
Jane
Jane
★★★★★
I love it, Thank you!
Meghan
Meghan
★★★★★
So cute super easy to use and the shop responds fast!
LaDonna
LaDonna Harris
★★★★★
Very easy to use!
Melanie
Melanie Allgood
★★★★★
Highly recommended!
Shirley
Shirley Ramirez
★★★★★
Love it! I appreciate how all the aspects work well together.
Mana
Mana Mincheva
★★★★★
It is fantastic and easy to use! Thank you!
Melissa
Melissa McDonald
★★★★★
Exactly what I needed to track expenses and easy to use! Thank you for making these.
Sophie
Sophie Nash
★★★★★
I’ve just started filling this out and although the set up is taking a while, I’m confident it’ll help me manage my money better.
Cindy
Cindy
★★★★★
It's so easy to use! (And also comes in pink, my fave colour)
Tessa
Tessa
★★★★★
Perfect and easy to use!!
Kelli
Kelli Lyons
★★★★★
Love it and it is very functional, thank you!
Andie
Andie Wald
★★★★★
Great product, easy to use. Happy with it!
Jill
Jill Sorenson
★★★★★
This is a really well thought out tool. Its layout is intuitive and additions can be made easily.
Carolina
Carolina de Masi
★★★★★
Very good file, complete and coherent!
Maria
Maria Makling
★★★★★
Very easy to use and also super useful!!! I LOVE IT! 😍
Ashley
Ashley Morrison
★★★★★
Every aspect that I could think of is included!
Sadie
Sadie
★★★★★
This is so cute and so easy to use! <3
Evelyn
Evelyn
★★★★★
Exactly what I needed, Thank you!
Abdalbari
Abdalbari
★★★★★
Best value for money I'd pay more for what i got to be honest!
Chloe
Chloe
★★★★★
Great product, perfect for me!
Miranda Mora
Miranda Mora
★★★★★
Good for what I needed!
Ruairi Kernan
Ruairi Kernan
★★★★★
Just what i needed, well thought out!
noemilinares
noemilinares
★★★★★
Love this product!
Meghan
Meghan
★★★★★
Helpful and easy to use!
Iryna
Iryna
★★★★★
It was very helpful! Thank you!
Brenda
Brenda
★★★★★
Beautiful program made with love
Valerie
Valerie
★★★★★
Easy to use.
Andrew Norris
Andrew Norris
★★★★★
Great and easy to use!
Pavlina
Pavlina
★★★★★
Very useful, thank you!
Leila Lawson
Leila Lawson
★★★★★
Works great for what I needed!
The Evidence

Transform your employees’ financial wellbeing

See how our courses, tools, and small-group sessions are helping employees feel more in control.

See Results →
The Next Step

Build a better, smarter money system

Simple pricing for teams of all sizes. Give your team the ultimate benefit.

See Our Pricing →