In HR, you understand the weight of financial worries on your workforce. A personal financial mentor is here to help lift that burden, providing clarity and guidance when they need it most. No more coming to you with finance questions, our mentors are a click away.
Our mentors offer one-on-one sessions designed to address your employees' specific concerns and help chart a clear path forward. Whether they're navigating debt, planning for a major life event, or simply looking to grow their savings, our mentors offer them the guidance they've been missing.
Financial education - not just for the 1%.
Quality financial guidance shouldn't be a luxury. Our mentors break down complex concepts into understandable, actionable advice, making expert financial knowledge accessible to all.
Education focused — minus the sales pitch.
No hidden agendas, no sneaky sales tactics. Just pure, unadulterated financial knowledge. With no strings attached to managing money, mentors provide actionable advice to empower personal financial planning.
Real talk about their financial goals.
We speak human, not finance-ese. Our mentors translate Wall Street jargon into words anyone can understand. Mentors demystify and break down complex financial concepts faster than you can say "compound interest."
Finding time for financial guidance is an important step in anyone's financial journey. Our flexible scheduling allows your employees to book focused, 20-minute sessions that fit their life and boost their financial confidence.

Every financial situation is unique. Your employees can browse our team of experienced mentors to find the expert whose skills and approach matches best.
Experience secure and confidential financial discussions through our state-of-the-art in-app video conferencing. Each session is transcribed and optionally recorded, allowing your employees to revisit valuable insights at their convenience.