Financial Planning with a Partner: Jenna's Story
Jenna and her husband met with a LearnLux CPA to get expert feedback on their finances, earning kudos for their retirement savings and practical tips to strengthen their plan.
“It was very helpful to have the feedback from the CPA through the LearnLux program. It was a great opportunity for my husband and I to get feedback and make sure that we remained on the same page and focused on a common goal.” Jenna R., Business Development
For HR and Benefits leaders, Jenna’s experience illustrates how expert, one-on-one guidance helps employees and their partners confirm what’s working, fine-tune what isn’t, and stay aligned on shared goals. Jenna and her husband try to stay on the same page with their finances, so they met together with a LearnLux CPA. He recognized the strong habits they had built over the years, including how they save in their 401(k)s and other investments, and offered practical insights on how to improve, like building up the cash in their savings.
With LearnLux, Jenna was able to:
- Meet with a LearnLux CPA alongside her husband
- Get kudos on how they’ve managed their finances over the years
- Get feedback and validation on their 401(k)s, other investments, and their alternative approach to retirement saving
- Receive practical insights and tips to improve their situation
- Start actively building a stronger cash position in their savings
- Stay on the same page with her husband and focused on a common goal
Jenna’s experience shows how financial wellbeing programs create value for employers as well. Financial decisions are rarely made alone, and when employees can bring a spouse or partner into the conversation, guidance reaches the whole household, where the real decisions get made. Jenna’s story also shows that financial wellbeing isn’t only for employees in crisis. Even employees who are already saving diligently benefit from expert validation and a second set of eyes, confirming what’s working in their retirement strategy and flagging gaps, like a thin cash cushion, before they become problems. And when employees like Jenna come away encouraging others to take advantage of the benefit, that peer advocacy drives broader engagement and reinforces an organization’s reputation as an employer that invests in its people.
Jenna’s LearnLux Story
My husband and I met with a LearnLux CPA a few months ago. We try to be on the same page with our finances most of the time, and it was very helpful to have the feedback from the CPA through the LearnLux program. He was able to actually provide us with some kudos for the way we had been doing our finances for so long, and then also provide some insights that were very helpful on things we could do to improve our situation.
He definitely suggested that we upped our cash position in our savings, which is something that we’re actively working on. He congratulated us for how we were saving in our 401(k)s and some of the other investments that we had moving forward. And although we were doing things in an alternative way than the majority of people, he definitely provided some insights and some kudos on the way that we had been saving for retirement. He gave us some good pointers and good tips.
I think overall it was a great opportunity for my husband and I to get feedback and make sure that we remained on the same page and focused on a common goal. The information was thorough. The CPA was kind. He was very helpful. He provided a lot of guidance and insight, and I look forward to working with LearnLux in the future.
I think this benefit and having this through our employer is an amazing opportunity that I think many people should take advantage of as they have this available to them, just to help get a pulse point of where they are with their financial life, where they’ve been, and then help them figure out if they’re on track to where they’re going and if not, what changes can they make or implement in order to get better and improve.
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.