Help Your Employees Attain Financial Stability*
- Provide Personal Financial Coaching as an Employee Benefit
- Help Reduce Employee Stress
- Strengthen Employee Retention
* We help your employees' monthly finances run most efficiently through coaching and tracking their money for them. We do not provide investment or tax advice, but we're glad to make referrals.

77% of American Employees are Financially Stressed,
Costing Organizations in Turnover, Productivity, & Healthcare


– Personal finance stress makes employees 220% more likely to look for another job
– Financially stressed employees miss an extra 16 days of work per year
– 59% of American adults live paycheck-to-paycheck
According to the Mind over Money survey by Capital One and The Decision Lab (3/2022)
Optimized Personal Finances as an Employee Benefit
- We help your employees optimize their personal finances for growth
- We do all the administrative work for your employees
- Your employees can check their spending plan & real-time financial wellbeing in an easy-to-use mobile app


How It Works


Proven Process
- We help your employees gain clarity on their finances, maximize their spending plan, and optimize their cash flow for growth.


Professional Management
- We do all the personal finance administrative work for your employees — from categorizing transactions, to refining strategy, to helping them stay on track for long-term success.


Insightful Dashboard App
- Your employees can check their spending plan & real-time financial wellbeing in an easy-to-use mobile app. We utilize cutting-edge Life Style Plan™ (LSP) software to track income, bills, spending, savings funds, and investments for them all in one place. LSP will never have access to their money, only transaction data.
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