
The next-generation all-in-one platform to help consumers make smarter financial decisions.
How are we different? We provide free, personal, expert credit & debt coaching.

Why Credit & Debt?
- Our financial coaches are trained to build trusted, long-lasting relationships
- Proven 50% higher conversion rates than leading competitors
- Personalized budgeting platform and recommendation engine
- 80% of Americans have debt and 35% have low credit
Self-help only goes so far…

Why Credit & Debt?
- Our financial coaches are trained to build trusted, long-lasting relationships
- Proven 50% higher conversion rates than leading competitors
- Personalized budgeting platform and recommendation engine
- 80% of Americans have debt and 35% have low credit
Self-help only goes so far…
Solving
the Money
Problem
OUR SERVICES
➔ Credit and Debt Coaching
➔ First Time Home Buying
➔ Credit Repair
➔ Debt Consolidation Solutions
➔ Custom Credit & Personal Finance Alerts
➔ Personal Loans
➔ Identity Theft Protection & Credit Monitoring
➔ Student Loan Refinancing
➔ Credit Card Options
➔ Budgeting Tools & Resources
Solving
the Money
Problem
➔ Credit and Debt Coaching
➔ First Time Home Buying
➔ Credit Repair
➔ Debt Resolution Solutions
➔ Custom Credit & Personal Finance Alerts
➔ Personal Loans
➔ Identity Theft Protection & Credit Monitoring
➔ Student Loan Refinancing
➔ Credit Card Options
➔ Budgeting Tools & Resources
Money Sensei™ Technology
FinTech of the future
- Customized recommendations and alerts
- Personalized tips to optimize debt payoff and credit card usage
- Identify consumer behavior to recognize financial needs
- Safe and secure
- Take the DIY out of self-help platforms

COMPANY HIGHLIGHTS
With a 45-year history of financial coaching in the nonprofit industry, we bring something to the table that no one else can: real people, real options, and real money solutions.
- Established in 2019
- Personal expert coaches
- Proprietary technology provides members 24/7 access to their financial information, tools & resources
- Built to rapidly scale