Get In Touch
541 Melville Ave, Palo Alto, CA 94301,
ask@ohio.clbthemes.com
Ph: +1.831.705.5448
Work Inquiries
work@ohio.clbthemes.com
Ph: +1.831.306.6725

For Over 20 Years

we’ve helped financial providers, employers, and government agencies measure and improve financial aptitude, behavior & confidence

About Us

Tired of confusing financial jargons?

We simplify personal finance, focusing on building lasting habits over rigid rules. Just like any skill, mastering your finances takes time and practice. That’s why we offer an affordable subscription based program with a minimalist approach. We track your progress and help you develop the financial behaviors that lead to long-term success.

Looking to empower your employees?

WageSmart is our holistic solution for employers that tackles employee financial wellness. It helps your employees manage their financial behavior while providing you with valuable insights into their financial well-being. This translates to a more productive and engaged workforce.

Vision

To become your trusted guide on the path to financial well-being

Mission

Empower individuals to achieve financial freedom through a holistic approach that uses data to build lasting financial habits

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