Product
Product
Our one-of-a-kind bitesize learning portal features tailored content that is customized to your needs and interests! At signup, you’ll be prompted to answer three short questions to assess which financial topics you wish to address. Your learning path will be automatically built based on your answers. That’s it! You can change your learning path at any time.
Build your personal financial profile and watch as it grows!
Connect your accounts and add your expenses and debts to see your full financial picture at a glance!
Meet your Money Mentor and learn from a real person.
Schedule one-on-one meetings, keep notes, and grow your financial confidence with the help of your personal Money Mentor!
Test your knowledge and retain what you’ve covered.
Participate in fun and uplifting financial knowledge challenges, earn Quick Wins; financial knowledge achievements, and compare your progress with others!
Benefits
The sky is the limit when it comes to the ways our Money Mentorship program can improve your relationship with finances. Our learning portal can:
• Connect your accounts for an easy way to see your full financial picture
• Help you manage debt in a way that is easy to grasp
• Make one-on-one Money Mentor appointments for individualized help
• Create a custom learning path that only shows you the topics you’re interested in
Sign up today and take our 1-minute assessment to begin your journey to financial confidence.
