Tools & resources
Useful things you can do right now, on your own, for free. If you want to go deeper on any of this, that’s what the coaching is for.
401(k) questions, answered
A free, searchable library of plain-English answers — employer match, vesting, rollovers, fees, leaving a job. No signup, no pitch.
Open toolAI Money Coach
Ask any money question in plain English, anytime. An AI trained in our coaching approach — not an advisor, and it never pitches you anything.
Open tool401(k) & employer match calculator
See how much of your employer match you're actually using — and what it could grow to over time.
Open toolDebt payoff planner
Enter your debts and compare payoff strategies. See which order saves you the most in interest.
Open toolEmergency fund calculator
Find out how many months your savings would cover, and what a solid target looks like for you.
Open toolMonthly budget builder
A quick way to see where your money goes each month — and whether the balance feels right.
Open toolBenefits checkup
A walkthrough of common employer benefits most people underuse. You might have more than you think.
Open toolFinancial wellness checkup
Ten questions, two minutes. A quick way to notice where money feels manageable and where it doesn't.
Open toolWant this for your whole team?
These tools can get anyone started on their own. A coach in the building — grounded in your actual plan documents — is what gets people the rest of the way.
See the employer program