Features
Everyone deserves a financial plan.
Each employee receives a personalized financial plan designed around their unique goals. Plans include strategies for cash-flow management, retirement planning, benefits decision assistance, equity compensation, total rewards, and more.
Here’s how we do it.
Guidance from Certified Financial Planner® Professionals
Each employees' plan breaks down into easy-to-follow steps that meet your workforce’s needs and goals.
For employers, LearnLux Certified Financial Planner® professionals are an extension of your benefits team. LearnLux Planners are on call to field tough financial questions at any time, with extra support for new hire onboarding, open enrollment, equity events, and more. They handle every financial and benefits topic for your team — especially those you don’t have time to address, or can’t due to compliance.
We follow fiduciary standards, meaning we always act in employees’ best interest and never sell products or data.
LearnLux Certified Financial Planner® professionals are:
- Accredited with the highest certification in financial planning
- Employed directly by LearnLux
- Available to answer one-off questions and create full financial plans
- Judgment-free
💡 LearnLux Planners help employees reach their financial goals without pushing products or making referral commissions.
Benefits Education and Total Rewards Tools
Custom benefits portal
Each employee’s financial plan takes their unique benefits into consideration. Employers can easily link all key benefits in one place, which creates a valuable tool for employee education during onboarding, open enrollment, and qualifying life events.
Total rewards visualization
Spotlight valuable employee benefits beyond onboarding and open enrollment. Total rewards tools help employees understand the full picture of their total compensation, equity, health insurance, retirement contributions, PTO, voluntary benefits, and more.
Digital Planning
Financial checkup
Interactive financial assessments identify areas where an employee is struggling or thriving and help build a personalized plan.
Cashflow tool
Budgeting and cashflow management helps each employee make the most of their paycheck. Discover opportunities to save, invest, pay down debt, make pre-tax contributions and map the path to a bright financial future.
Interactive Content
A wide range of topics
Financial wellbeing topics include budgeting, credit, debt & loans, taxes, insurance, retirement, estate planning, home ownership & renting, equity & stock compensation, investing & financial planning, cryptocurrency & blockchain, and more!
A variety of formats
LearnLux digital content is accessible, engaging, and personalized based on employees’ inputs. In addition to self-paced learning, LearnLux Planners host lively digital events on timely topics that employees can attend in real time or watch on demand.
The UX in LearnLux stands for “user experience.” We’re proud to create powerful personal finance tools that people love to use.
