Success Stories

Get ready for tax season and maximize your refund. Take advantage of the biggest refund opportunities and set yourself up for future financial success. Discover smart savings strategies, how to build a strong financial foundation, and how to plan for a future free from financial stress.

Your relationships can enhance your financial well-being. Discover the power of social support in overcoming financial stress and building resilience. Whether it’s significant others, family, friends, or mentors, your people can accompany you on the path to financial balance. Strengthen your network and lift each other up!

Dream big, make a plan, and set research-backed goals to make meaningful financial progress this year. Did you know writing down your goals and giving advice to others boost motivation and keep you on track. You’ll leave with a clear money plan, actionable steps, and the science behind turning your financial dreams into reality.

Holiday Survival Guide sets you up to enjoy the holidays without overspending or over extending yourself. Make a gifting plan and tap into the science of gratitude. Giving can feel good and be financially healthy — because with a balanced plan, joy and mindful spending go hand in hand.

Generational wealth is more than money — it’s values, traditions, and opportunities passed down through family, culture, and community. Define what it means to leave a legacy, especially when it feels like you’re starting from scratch. Align spending, gratitude, and joyful giving to build a foundation that lasts for generations.

Skip the stress with a plan that lets you celebrate fully. Unlock the power of your mind to spend less overall this holiday season with very little effort and align holiday spending with your values — so you can enjoy the season without the financial hangover. Your joyful (and stress-free) holiday season starts now!

Get clear on the Public Service Loans Forgiven (PSLF) requirements, confirm your eligibility, and take the next steps to unlock full loan forgiveness. Leave with a clear, personalized plan and the confidence to not just move forward, but to support your colleagues in getting their PSLF, too!

We’re going back to the basics — that build lasting peace of mind. We’ll revisit the three core principles of money-life balance: make a plan, build savings, and spend on what brings you joy — with a clear focus on preparing for retirement. Whether you’re just getting started or recalibrating your goals, you’ll leave with practical tools to align your daily habits with the retirement you envision.