Creating an Empowering Budget: Jacob's LearnLux Story

Jacob had been struggling to balance his income with his expenses, especially as his bills increased due to his wife’s reduced work hours during her pregnancy. By canceling unused subscriptions and reducing entertainment costs, Jacob cuts his spending, ultimately improving his family's financial stability.
"LearnLux has helped me learn to create my own budget and track what's coming in and what's going out. Now, I'm not losing as much money per month, and we're in a much better financial position." - Jacob M., Project Specialist

For HR & benefits leaders, Jacob's story highlights the benefits of offering employees a trusted financial wellbeing program with simple yet powerful budgeting tools.

Upon signing up for LearnLux, Jacob uses the budgeting tool to properly track his family's monthly spend. After seeing the many unnecessary expenses he was partaking in, he prepares his family to cut back, vastly improving his financial wellness.

Let's cheer on Jacob to continue making strides!

Jacob's Financial Wellness Story

Over the past few months, I've been struggling financially, just trying to match what I'm spending with how much I'm making on a month-to-month basis.

LearnLux has helped me learn to create my own budget and track what's coming in and what's going out.

Over the past few months, I've started gathering more bills as my wife is pregnant and unable to work full time, and we have a toddler. I've been trying to manage paying school bills, all of our house bills, and more. LearnLux showed me how to create my own budget. I took that and saw what I was spending monthly.

I realized I had subscription services I wasn't using much, so I decided to cancel those. It really helped me put things into perspective—like noticing I was spending a lot on entertainment and needed to cut back. Now, I'm not losing as much money per month, and we're in a much better financial position.

Thank you, LearnLux, for showing me how to do that.

Thank you to Jacob for sharing his 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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