Small Steps: Shaina's Story

Meet Shaina, a LearnLux member who once felt overwhelmed by budgeting, planning, and managing her day-to-day finances. With clear, judgment-free guidance, she was able to build confidence, take meaningful action, and make real progress toward her financial goals.
“Before using LearnLux, I often felt overwhelmed and unsure about my finances, specifically when it came to budgeting and planning for my future. Using their personalized courses and tools, I was able to get myself a budget that I can actually stick to, I set up an emergency fund, and started regularly contributing to my 401(k). Those are some things I'm pretty proud of, so thank you, LearnLux. It felt judgment free and it helped empower me.” - Shaina O., Customer Experience

For HR and Benefits leaders, Shaina’s experience shows how LearnLux helps employees move from uncertainty to empowerment. Personalized lessons and easy-to-use tools helped her create a realistic budget, build savings, and begin investing in her future. When employees gain clarity and confidence, they make smarter choices that improve both personal wellbeing and workplace performance.

Shaina's Financial Wellness Story

Before using LearnLux, I often felt overwhelmed and unsure about my finances, specifically when it came to budgeting and planning for my future. I wasn't sure how I was gonna get that done and still manage my day-to-day finances. So using their personalized courses and the tools that they have available, I was able to get myself a budget that I can actually stick to, and have, I was able to set up an emergency fund, and start regularly contributing to my 401(k).

So those are some things I'm pretty proud of. All it took was one small step at a time, so thank you, LearnLux. Thanks for having those resources available. It felt judgment free and it helped empower me, so super grateful for you. Thank you.

Thank you, Shaina, 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.

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