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Money Experience Pro

Personal finance for young professionals

Financial education that shows millennials and Gen X how money relates to the things they really want in life.

Simulator

Users first set their priorities for each phase of life and then make career, personal, and lifestyle choices. As each choice is made, they can see how it aligns with their priorities and impacts their quality of life, as well as how it influences their finances.

Graphic novel

The graphic novel provides an important emotional context for the big life choices that occur in each phase of life. Relatable characters allow users to identify parallels to their own decision making processes and better empathize with their future selves.

Life chapters

Nine chapters walk users through the arc of life’s typical eras and “moments”. The chapters allow users to consider the major decisions in life, all the way through to those involved in planning for retirement.

Results & discussion

The tenth unit is a summary and analysis of the user’s whole life-arc of decision-making. Rich graphics and reports spark discussion and allow a moderator or facilitator to gain insights into how users made choices, and what consequences those choices had.

Example Implementations

There’s an Experience that’s right for you.

Group

sessions

  • 8-10 hour, in-session curriculum and integrated software offering.

  • Can be taught  as a one- or two-day intensive workshop, or as part of a longer professional development training.

  • Provides professional development for the instructor and extensive in-classroom tools, including user progress reports, issues monitoring, and automated grading.

Personal

portal

  • Self-paced, self-serve online resource for employees, staff, and the broader community of any organization.

  • No instructors or coaches required to deliver it.

  • Includes full simulator and life choices experience

  • Aggregated group reports on the population that give insight into users’ choices, priorities, goals, and knowledge of personal finance concepts.

One-on-one

coaching

  • Online, self-paced learning experience.

  • Geared toward HR reps, mentors, and other career coaches looking to make the most of their short windows of time with employees. 

  • Provides professional development for the coach and detailed reports on a user’s life choices, priorities, and goals for the coach to then discuss with the employee for efficient and productive advising sessions.

It's time to go Pro.

Money Experience products can be up and running in as little as a day. Are you ready to bring financial literacy to your community?