Boost confidence
Increase savings

Reduce stress
Decrease debt

Self-Paced Courses

Customized courses that employees can access any time.

Live Workshops

Interactive in-person or virtual workshops tailored to your employees’ needs.

Key Note Speaking

Key note or conference sessions to expose employees to financial concepts.

New hires

New employees make many big financial decisions in their first few weeks. Help them make effective decisions with training geared towards their specific needs.

Existing Employees

All employees can benefit from developing skills and strategies to more effectively manage their finances. Help your employees with training geared towards every day money management.

What makes us unique

The Thoughtful Wallet training is interactive and engaging. We use evidence-informed design that develops new skills and behaviors. Your employees will leave feeling more confident in their ability to manage their money. We help people go deeper than just focusing on the numbers of their budget. We help them understand their goals, values, and money beliefs to help them make the best choices for them in the future.