From Daily Stress to Steady Ground: Brogan’s Story

Meet Brogan, a LearnLux member and single mom of two who was struggling to support her family while juggling bills, budgeting, and long term financial planning.
“I am a single mom of two, and I have used LearnLux's budget tool to help provide for my family. I was struggling to be able to pay my bills, but being able to use LearnLux helped me come up with a plan. I was able to learn about my employer's benefits, learn about the 401(k) so I could invest into my future. It really has changed my life and helped me be able to live in a better way.” - Brogan S., Financial Services

For HR and Benefits leaders, Brogan’s experience shows how financial wellbeing programs can make a meaningful difference for employees who are living with day to day financial pressure. As a single mom of two, Brogan often struggled to cover her bills and felt overwhelmed by the responsibility of providing for her family on one income. Her employer already offered important benefits, including a 401(k), yet she did not have the guidance she needed to understand how to use them or how they could help her create long term stability.

Through LearnLux, Brogan was able to:

  • Use the budgeting tool to adjust spending and create a plan that fit her family’s reality
  • Stabilize her monthly finances and reduce the stress of trying to stretch every paycheck
  • Understand her employer sponsored benefits and how they support her long term goals
  • Learn how her 401(k) works and begin contributing with confidence
  • Build meaningful retirement savings while still taking care of her immediate needs

Brogan’s story is a reminder that many employees live close to the financial edge, even while working hard and accessing available benefits. When employers provide personalized financial guidance, individuals gain the knowledge and support they need to improve their financial situation, feel more in control of their lives, and engage more fully at work.

For workplaces, this leads to clear outcomes. Employees who stabilize their finances experience less stress, make better use of employer benefits, and show higher productivity and retention. A program that helps someone move out of the paycheck to paycheck cycle creates long lasting value for both the employee and the business.

Brogan's Financial Wellness Story

Hi, my name is Brogan and I am a single mom of two, and I have used LearnLux's budget tool to help my budget so that I could provide for my family. I was struggling to be able to pay my bills, but being able to use LearnLux helped me come up with a plan and fix my budget to be able to provide for my family in a better way.

I also was able to use the lessons to learn about my employer's benefits, learn about the 401(k) so I could invest into my future. And now I have a decent amount in my retirement and it's looking really great. It really has changed my life and helped me be able to live in a better way.

Thank you Brogan for sharing your LearnLux 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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