FLAGSHIP PRODUCT

The Guided Financial Decision Experience

A learning system that moves beyond passive information. People work through a decision, see the financial consequence, receive clear guidance, and reflect on what the choice protects or changes.

DESIGNED TO GROW WITH THE LEARNER

Two paths, one shared purpose.

ADULT VERSION

Everyday money decisions across life stages

Planned topics range from paychecks, budgeting, and emergency savings to insurance, major purchases, credit, investing, entrepreneurship, and retirement. The long-term plan is a subscription experience that expands through new financial modules over time.

STUDENT VERSION

Four years of guided learning and growth

The planned high-school experience grows from freshman through senior year. Students complete guided lessons, discuss tradeoffs in class, and build a yearly record of what they learned and how their thinking developed. Teachers receive tools to identify concepts that need more discussion.

Massachusetts’ proposed statewide graduation framework includes financial literacy as a recommended graduation expectation, creating a timely opportunity for practical learning materials. The framework remains a recommendation, not a current statewide mandate.

FEATURED PROTOTYPE

My First Paycheck

Jordan has started a steady job. The prototype guides Jordan from a sample paystub through a flexible spending plan, savings, regular expenses, one optional purchase, and a final review.

My First Paycheck is the first prototype in a planned financial journey. It may first be offered as a standalone workshop for youth organizations while the broader experience is developed.

See the complete journey ↓

THE PROTOTYPE JOURNEY

Nine steps, each with a clear goal.

  1. Meet Jordan‍

    GOAL: Start with a relatable financial moment.

  2. Build guardrails

    GOAL: Make money patterns easier to notice.

  3. Understand pay

    GOAL: Begin with what is actually available.

  4. Plan the paycheck

    GOAL: Decide what the paycheck needs to do.

  5. Save

    GOAL: Turn a savings intention into action.

  6. Cover needs

    GOAL: Compare the plan with real activity.

  7. Choose

    GOAL: See the tradeoff without judging the choice.

  8. Review

    GOAL: See the full story of where the money went.

  9. Apply

    GOAL: Apply the lesson at any job or life stage.

CONTINUE EXPLORING

See how the financial experience fits the larger portfolio.

Explore all three products