Our app is designed as a single source of tailored financial education, offering practical guidance to enhance financial wellness. It caters
to a wide audience, including millennials, students, immigrants, small business owners, and retirees, by providing AI-generated tailored
plans, practical lessons, quizzes, and tools for effective financial decision-making.
The app empowers users through a variety of features such as Topic Discovery, Goal Design, and Progress Overviews. These tools help
users set and track multi-pronged financial goals, engage with personalized lessons and quizzes, and monitor their financial health in a
user-friendly format.
Our app stands out due to its commitment to being a trustworthy, single source for financial guidance that is both practical and
goals-based. It offers unique features like self-discovery modules, self-study options, quiz assessments, and integration with calendars for
next steps, all tailored to each user's specific needs.
To attract and engage users, our app offers an initial $10 incentive for new users, with additional earnings through referrals. We use
gamification, challenges, and streaks to keep users motivated, alongside community engagement through social media. The Financial
Health Score Service and a points value system, under development, will further drive user engagement.
Our team comprises industry veterans with extensive experience. Matthew, a Wells Fargo alum, brings 23 years of financial services
experience, while Michi, a former Google full stack developer, contributes 22 years of software engineering expertise. This combination
ensures a robust and user-friendly financial education platform.
