Independent financial information for big life events: Stephanie's LearnLux story

After her and her husband both remarried, Stephanie needed to get her overall financial health in order. Through partnering with the LearnLux financial wellbeing program, she now feels like she has a financial plan moving forwards.
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“Many sources are biased, and advisors often try to sell you certain products. For me, LearnLux is a great platform because they offer independent financial information.” - Stephanie M., Sales Support Coordinator

Meet Stephanie, a LearnLux member who needed a new financial plan after remarrying.

For HR and Benefits teams, Stephanie's story highlights the holistic impact of the LearnLux financial wellbeing program during key life events and beyond. Stephanie uses LearnLux's financial education lessons to learn about a variety of topics, including wills. She plans on scheduling a call with a financial coach to continue creating her personalized financial plan.

Stephanie's Financial Wellness Story

LearnLux has improved my financial decision-making.

I have been remarried within the last few years, and my husband and I both have children from previous marriages. We knew we needed to get our finances in order [and] get our wills in order.

There were a lot of questions we had, but didn’t know who to ask, or didn’t have someone we trusted. We also don’t have all the expertise needed for a complete financial plan.

I found the LearnLux platform has videos, information, and links to all kinds of resources that are sometimes difficult to find in the real world. Many sources are biased, and advisors often try to sell you certain products.

For me, LearnLux is a great platform because they offer independent financial information. I really appreciate the LearnLux platform. Financial education is so important in today's society, and I think people don’t always know where to go to get it. I think it’s a great benefit that many companies offer to their employees, and LearnLux is a fantastic platform to make that happen.

Thank you to Stephanie for sharing her story!

About LearnLux

LearnLux is the leading provider of employee financial wellness that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™ professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more.

Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. Our holistic financial wellness benefit helps employees feel great about their money, allowing their work and wellbeing to thrive.

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