Facing Financial Changes: Toska's Story

Meet Toska, a LearnLux member who turned to the program during a period of major life changes. Facing credit card debt and the need to refocus on her financial wellbeing, she began using LearnLux as a guide toward greater stability and long-term confidence.
“I had a lot of life changes and accumulated some credit card debt, and I realized that I needed to make changes to really focus on my financial wellbeing. LearnLux has really become a very helpful tool, and I plan on learning how to not only budget and save, but plan for my retirement and plan for my future goals.” — Toska, LearnLux Member

For HR and Benefits leaders, Toska’s experience highlights the meaningful progress employees can make with LearnLux Financial Wellbeing. She uses digital tools, self-paced lessons, and one-on-one financial planner support to understand where she stands today and what changes she needs to make for the future.

Toska values her workplace’s financial wellbeing program and sees LearnLux as a crucial partner in navigating goals, budgeting, saving, and preparing for long-term success.

Toska's Financial Wellness Story

Hello, my name is Toska and I’m happy to share my experience with LearnLux. I started really utilizing the program because I was in a position with a lot of life changes and had accumulated some credit card debt. I realized I needed to make changes to truly focus on my financial wellbeing.

As I explored LearnLux, I discovered not only informational videos and budgeting tools but also the opportunity to meet with an advisor for a one-on-one conversation about my goals, my current situation, and the changes I needed to make to set myself up for success. And that’s exactly what I did.

I was made to feel very comfortable. I received practical, personalized advice, value-based budgeting exercises, and a helpful recap of our discussion along with a plan for future sessions. LearnLux has become an incredibly helpful tool, and I plan to continue using it to secure my financial wellbeing, my sense of comfort, and my financial fluency, learning how to not only budget and save, but also plan for my retirement and future goals.

Thank you to Toska for sharing her 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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