Income Changes: Dana's Story

For HR and Benefits leaders, Dana’s experience highlights how financial wellbeing programs can support employees during moments of transition, whether planned or unexpected.

With LearnLux, Dana was able to:

• Use the Financial Checkup tool to get a full, organized view of her income, expenses, savings, and debt
  
• Track her spending using the budgeting tool to identify waste, unused subscriptions, and opportunities to save
  
• Make intentional changes that aligned with her goals
  
• Build an emergency savings fund within six months
  
• Gain confidence and clarity in her financial decisions
  

Employees often face income changes, family transitions, or shifts in financial responsibilities. When they have access to guidance and easy to use tools, they are better equipped to navigate those changes, stay focused at work, and feel more secure.

Hey everyone, Dana coming from South Dakota here. Just wanted to share my experience with LearnLux with you today. I had a pretty big change to my household income earlier this year and I remembered at that time that my employer offered LearnLux to us as an extra benefit. So I decided to check into it, and I am certainly glad that I did.

I was able to use their financial checkup tool and really lay out all my expenses, my debt, and then from there I used their budgeting tool to track my spending. I was able to see where my money was going, cancel a few things that I didn't really need. And then my overall goal was to build up a little bit of extra savings and after probably six months, I feel comfortable having that built up a little bit and I couldn't have done everything without LearnLux.

So I highly recommend jumping in, watching their videos, using their tools. It's very easy to use and I think you'll be very happy in the end that you did.

Thank you Dana for sharing your LearnLux story!