Vision-led foresight-first financial wellbeing wellness resources.

STARTER KITEMPLOYER’S GUIDEPATHFINDER OVERVIEWSUPER-TOOL DEMOSMONEY MATTERS COURSE SAMPLESBUDGETEER COURSE SAMPLES

FREE How to build a zero-cost employee financial wellbeing platform and curate your first initiative.

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Strapped for time…

Time to kill…

SUPER-TOOL DEMOS

Employed • Business • Personal

8m • Money Mapping for Salaried Employees

8m • Multi-Income • Location • Budget

6m • Sabbaticals • Career Breaks • Gap Years


SUPER-TOOL Xtra • Practical money skills demystified, fast financial plans, models, and goals for life. More

MONEY MATTERS COURSE

Mindset • Mapping • Samples

22m • Truth Time

6m • Wild Lessons

6m • Fail Forward


MONEY MATTERS Vision-Led Mindset Mapping • Learn to see and change your money-future mind. More

BUDGETEER COURSE

Quickstart • Use Case • Samples

34m • Building your first Flowcast

4m • Wealth Planner

4m • Sales Pipeline


BUDGETEER Forecasting • Budget your personal money and business finance like a pro. More