“LearnLux has helped me a lot by setting up smart financial goals, specific, measurable, and realistic for me to achieve. They've also helped me set up a faster payment plan for my car loan, which I use to get to work, snowballing out one of my highest interest debts. Right now we're prioritizing building an emergency savings fund and should be on track for my savings goal by April of next year. On top of all that, I had more disposable income than I had thought initially. We're able to afford a new puppy for our household. So, thanks LearnLux.” - Cali C., Product
For HR and Benefits leaders, Cali’s story demonstrates how a financial wellbeing program can empower employees who never had access to financial education before.
Through LearnLux, Cali was able to:
With the right support, employees can feel more confident, reduce financial stress, and make progress toward goals that once felt out of reach. This translates to improved engagement, better financial stability, and stronger overall wellbeing across the workforce.
Hi, I'm Cali, and LearnLux has helped me a lot by setting up smart financial goals, and by that I mean that there's specific, measurable, bite sized goals that are realistic for me to achieve. I grew up in a poor metropolitan area where education of any kind wasn't very prominent, especially not financial education.
So there were many people in my life living paycheck to paycheck and most people were renting their homes instead of owning their homes. There was no such thing as emergency savings or responsible credit card usage, or even estate planning. So all of these things I've learned a lot about through LearnLux.
About three years ago, my partner and I bought a house and have been struggling with the upkeep. Since I've started working with LearnLux's financial planners, they've helped me tackle big expenses like saving for a fence repair, taking advantage of my employer's company match for my retirement accounts, and maxing out my Roth IRAs.
They've also helped me set up a faster payment plan for my car loan, which I use to get to work, snowballing out one of my highest interest debts. Right now we're prioritizing building an emergency savings fund and should be on track for my savings goal by April of next year.
On top of all that, I had more disposable income than I had thought initially. And with all the calculations, we're able to afford a new puppy for our household.
Thank you Cali for sharing your LearnLux story!
