Meet Aimee, our virtual financial coach.

Aimee is the only AI-powered virtual financial coach backed by human planners and 25 years of live coaching experience.

Our coaches are at the core of what we do. With Aimee, their knowledge, expertise, and proven strategies are amplified allowing us to reach and positively impact millions.

Aimee feels like having a conversation with a trusted coach.

For employees, working with Aimee is like talking with a coach who naturally relates to their challenges and is as invested in their goals as they are.

Within minutes Aimee gets to know employees and generates a unique Financial Wellness Score™ based on where they are and personalized Action Plan to get them where they want to be.

Each employee’s Action Plan breaks down the path to financial wellness into straightforward, attainable action steps.

Aimee makes financial wellness fun and addictive (in a good way).

The more employees interact, the more deeply personalized their experience becomes.

Scores rise in real-time as employees take action, and progress is visualized and celebrated, creating a sense of accomplishment with every step forward.

As employees progress, Aimee motivates, nudges, and adapts to support their changing needs.

Aimee eliminates friction to keep employees moving forward.

Integrates benefits
Aimee highlights each employee’s unique benefits exactly as they are needed, increasing awareness and usage. For example, an Aimee action step around increasing retirement savings can include direct access to the employee’s 401(k) plan.

To the point
Employees can also ask Aimee any financial question and get an instant answer culled from content written by our team of CFP® financial coaches only—ensuring both safety and accuracy.

Virtual coaching is even better when paired with live coaching. Our system seamlessly connects the two so live coaches can pick up where Aimee left off and vice versa.

What employees are saying about Aimee

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Interested in learning more about how
we change financial lives?