Supported, Not Judged: Jeanine’s Story

Meet Jeanine, a LearnLux member who used to feel intimidated by the idea of financial planning. Like many people, she worried that sharing her finances would lead to judgment or embarrassment.
I always was intimidated by [financial planning] and thinking, when they look at my stuff, they're gonna be like, "what kind of mess is this?" But I had an opportunity to join a call, and meet some of the LearnLux staff, which are simply amazing and so very helpful in creating your budget. What I loved about it is it didn't make you feel dumb and silly, which was one of my fears. Kudos to the LearnLux staff for just doing a fantastic job. - Jeanine E., Sr. Associate

For HR and Benefits leaders, Jeanine’s story is a powerful reminder that financial intimidation can keep even the most motivated employees from engaging with their finances. Jeanine wasn’t avoiding financial planning because she didn’t care — she was afraid of being judged, overwhelmed by the idea of showing her numbers and worried someone would look at her budget and think, "what kind of mess is this?"

LearnLux changed that by meeting her with patience, kindness, and judgment free support. Through the platform, Jeanine was able to:

  • Overcome her fears and talk openly about her finances without feeling embarrassed
  • Experience warm, supportive guidance from LearnLux staff who made budgeting feel safe and simple
  • Build a personal budget she can easily update each month
  • Use the tool regularly to adjust spending, stay organized, and increase what she saves
  • Shift from feeling intimidated to feeling empowered and in control

Jeanine’s experience shows how emotional barriers, not just financial ones, can prevent employees from taking the first step. When organizations offer approachable, compassionate financial wellbeing support, employees feel safe enough to engage, confident enough to take action, and encouraged enough to keep going.

This leads to stronger benefit utilization, reduced financial stress, and a more supported, empowered workforce.

Jeanine's Financial Wellness Story

 Hi, my name is Jeanine, and I just wanna share a little bit about my LearnLux experience with my own personal budget. In the past, I've been offered many opportunities to join webinars or phone calls or things like that to learn about financial planning. I always was intimidated by that word and thinking, oh my gosh, when they look at my stuff, they're gonna be like, "what kind of mess is this?"

But I had an opportunity to join a call, and meet some of the LearnLux staff, which are simply amazing and so very helpful in creating your budget. So we were able to walk through and set some things up, and I just love the ease of the tool. It is so easy to make updates, changes, do preliminary previews to see what things could look like if you adjust here or there.

And, what I loved about it is it didn't make you feel dumb and silly, which was kind of one of my fears or intimidation thoughts about financial planning. It's kind of a big word, but they made it so very simple and the tool is so easy to manage, and I just absolutely love it. I use it every month to make adjustments, see where my finances are at, to allow me to put a little bit more into savings every month. So again, I am so thankful I joined that first call. And again, kudos to the LearnLux staff for just doing a fantastic job and helping us to get our finances and our budget online for our future. So again, thank you so much for your help. I very much appreciate it.

Thank you for sharing your LearnLux Story, Jeanine!

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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