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Money Sanity U®

Subscription Based Platform

Money Sanity U® is a subscription-based platform designed to provide your clients and/or employees with access to tools and resources to proactively address the topic of money and the role it plays in their lives. Money Sanity U® is research-based and offers unique insights and relatable examples–all designed to reduce stress by generating meaningful conversations, actionable ideas, and healthy habits.

Money Sanity U®

Videos and Activities

Money Sanity U® contains thoughtfully designed learning tracks to help users of the platform address a wide variety of money issues. Within each learning track are animated videos, activities, conversation starters, and resources designed to guide the user through the topic and take action.

Who Is It For?

The Money Sanity U® platform is a co-branded financial tool for organizations to provide to their clients and/or employees to help them take action so they can improve their financial wellbeing and become more confident and successful with money.

Sample Topics

A small sample of topics include: Anxiety and Money, Investing Basics, Budgeting, Impact Investing, Kids & Allowance, Money & Relationships, Planning for Retirement, Saving for College.

Interested in Money Sanity U®?

Schedule a Demo