For qualifying employers, we can install a workplace Summit ATM – or a Personal Teller Machine, to connect via video to an actual teller. We can even create an on-site Summit branch!
On-demand Education. For Unique Individuals.
Each of your employees is on their own journey through life, with unique financial needs and goals. Our program lets them help themselves to an all-you-can-learn buffet of financial education any time, through your company's unique online education portal. No need to be a Summit member. This content is for everyone.
On-demand personal financial education
Grow your knowledge with our on-demand modules designed to elevate your financial life. From building savings to mastering money management, we provide the tools you need to achieve your financial goals with ease. Available wherever you go!
Explore more free money smarts resources
Our website is full of
free resources
>>
and handy calculators – plus blog posts, podcasts and personal stories from Project Money teams – to inspire action to spend smart, save more and build wealth.
Next-level Guidance. Personalized Progress
As with anything in life, engaging in healthy habits is the key to ongoing wellness. For your employees who are Summit members already – and for those who become Summit members – we offer these extra tools and incentives to help them kick their financial wellness up a notch.
One-on-one coaching
To answer questions and help build a plan for their next financial goal.