Everyone on your
payroll has money questions
they’ve never asked anyone.
Give every employee direct, one-on-one access to a real financial coach—no products, no commissions, no sales agenda. They get honest answers to real money questions. You get a team that makes better decisions and finally uses the benefits you already pay for. Not another portal. Not another webinar.
Right now, every employee talks directly to Tony—not a call center, not a rotating pool of coaches.
The kinds of questions we hear
Real questions, answered in plain English — free. Tap any one
$0
products, commissions, or sales agenda. Ever.
1
flat annual fee, sized to your team — every employee is eligible, with a pool of private coaching sessions built in and no per-session billing.
0
payroll integrations or employee financial data required to start.
Not sure yet? Start small.
The 90-Day Financial Wellness Pilot
Your company already pays for benefits. We give employees a person who helps them actually understand and use them—and somewhere trusted to go with the money questions that don’t fit inside a benefits portal. Not another portal. Not another webinar. Not another financial company looking for leads.
Give employees access to a real financial coach for 90 days—help them understand their benefits, make better financial decisions, and get trusted answers to real money questions.
- No complicated integrations
- No payroll integration or employee financial data required
- No long-term commitment
$9,500 for companies under 100 employees
$5,000 credits toward your first year if you continue.
How it works
A conversation, not a procurement cycle.
01
See your price, no call required
Your price is set by headcount, not negotiated — see it below. Then we get your coach ready and set a launch date.
02
Everyone on payroll gets access
Private sessions with the same coach every time, by phone, email, or Zoom. A spouse or partner is always welcome.
03
You see the impact, not the details
Aggregate reporting on participation and themes — never a name, a number, or a situation.
Pricing, published
A firm annual fee for your size — not a quote behind a form.
One annual fee, sized to your team. Every employee is eligible to participate, with a pool of private coaching sessions built into every plan—no surprise per-session billing.
up to 100 employees
$18k/yr
Starter
up to 200 employees
$24k/yr
Core
up to 350 employees
$32k/yr
Growth
up to 500 employees
$40k/yr
Scale
We come to them.
Most financial wellness waits for someone to log in — which is why most of it sits unused. We show up by phone, email, and Zoom, and reach out first.
Partners welcome.
Money is a household decision. A plan the other person never heard is a plan that doesn’t happen — a spouse or partner can always sit in.
Anything counts.
Not just 401(k) and budgeting. A parent they help. A move. A medical bill. Nobody has a 401(k) question in June.
What people bring
“Anything counts” means what it says.
Six real openers, and how a coach actually starts each one. Tap any of them.
What it sounds like
Not a portal. An actual conversation.
Pick a scenario and step through it beat by beat — the same pace an actual session moves at.
This example is illustrative, written in the voice we actually use — not a real transcript. Real sessions are never recorded, and nothing said in one ever leaves the conversation. “Try it with your own question” opens our AI money coach, a separate live tool — not a substitute for a real session, but a real, unscripted way to see how it thinks.
Most of what we built,
you don’t have to pay for.
Real tools, usable today, whether your employer works with us or not. If they’re useful, that tells you something about how we’d treat your team.
AI Money Coach
Ask any money question in plain English, anytime. Trained in our coaching approach — it never pitches you anything.
Open it401(k) questions, answered
A searchable library of plain-English answers — match, vesting, rollovers, fees, leaving a job.
Open itFree 401(k) plan benchmark
Answer a few questions about your match and vesting, see how your plan compares to published industry data.
Open itFrom the schools, teams, and communities Tony’s worked with
“Tony, you are an incredible gift to this community. Thank you for your continued partnership.”
Tacoma Public Schools
These are about talks, trainings, and partnerships — not private 1:1 coaching sessions, which are never recorded and never shared.
Why this corner exists
“When I was 12, the power company shut our lights off while my mom was at work. We weren’t careless with money — we just had no one to talk to about it. I built this to be the person my family didn’t have.”
— Tony, founder
The whole story →The questions worth asking any financial wellness vendor.
Bring one question about your team.
No pitch deck — just a conversation about whether this is a fit, and a real number for your size before you hang up.
Talk to us