For employers and credit unions
Financial wellness your people will actually use
WalletPrep gives your team a personal money plan, short lessons with practice, daily challenges and a daily email. Plain language, no sales pitch, built for people who are just getting started.
What your team gets
A plan for their situation
A 2-minute checkup turns into step-by-step priorities: emergency fund, your 401(k) match, debt payoff, then investing.
145 short lessons
From reading a paycheck to Roth vs traditional, each with a picture, the facts worth keeping and practice questions.
Habits, not one-off webinars
Daily money game, challenges like a no-spend week, and a streak that brings people back.
Your benefits, explained
Lessons on the 401(k) match, HSAs and health insurance help people use the benefits you already pay for.
How a pilot works
- Pick a groupA team, a location or a new-hire class.
- Add your benefitsWe point the plan at your 401(k) match and HSA so the advice fits your plan.
- LaunchYour people get a link and the daily email. Personal progress stays private to each person.
- Review togetherAfter 60 days we look at participation with you and decide on next steps.
What we won't do
No selling financial products to your employees, no individual data shared with you, and no lessons changed by sponsors. How we make money.
Start a pilot
Tell us about your team and we'll set up a free 60-day pilot.