Family Finances: Sarah V's LearnLux Story

Meet Sarah, a LearnLux member who discovered how much clarity and control a structured budgeting tool can bring to family finances.
"The LearnLux budgeting tool has been a lifesaver for my husband and I in terms of learning how to manage our money. It's been life changing for us because we've been able to create savings goals for ourselves, whether it be for Christmas presents for our kids or a vacation. We've been able to do so much more with our kids because of it. I honestly don't know how I went without using it before, but I know going forward I will always be using it." - Sarah V., Operations Supervisor

For HR and Benefits leaders, Sarah’s experience shows how financial wellbeing tools can transform daily financial habits for employees with families.

Thanks to LearnLux, Sarah and her husband were able to:

  • Clearly see their monthly expenses and how their income covers them
  • Understand exactly how much money they have left over each month
  • Build savings goals for holidays, vacations, and special moments with their kids
  • Create a sustainable budgeting routine that empowers long term planning
  • Increase their confidence and sense of financial control

Family budgeting is one of the most common sources of stress for employees. When they have access to tools that simplify the process and highlight opportunities to save, they are more financially secure and more present at work.

Sarah V's Financial Wellness Story

Hello, the LearnLux budgeting tool has been a lifesaver for my husband and I in terms of learning how to not only budget our money but manage our money. I really enjoy the budgeting tool because it allows me to go in every single month and plug in all of our expenses for the month and see how it divvies up our paychecks to cover all of those expenses.

I also really like the fact that not only are we able to see where our money is going for expenses, we're also able to see the extra money that we have left over. Not a lot of people know right off the bat whether or not they're going to have extra money left over for the month, and the budgeting tool has been really great in allowing us to see how much money we have to put toward expenses and how much is extra.

It has been life changing for us because we've been able to save up quite a bit of money. We've also been able to create savings goals for ourselves, whether it be for Christmas presents for our kids or a vacation. Using the budgeting tool every month has allowed us to save a significant amount of money and put aside money for those things.

We've been able to do so much more with our kids because of it. I honestly don't know how I went without using it before, but I know going forward I will always be using it.

Thank you, Sarah, 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.

Explore workplace financial wellbeing

Request a demo to see LearnLux in action.
For partnerships and RFPs, reach out to: partner@learnlux.com