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90% of people are missing at least one critical element in their financial plan
5 out of 10 people who think their plans are complete have significant gaps
90% of people aged 18-34 are overwhelmed by financial planning
Financial Wellness for the Next Generation
Financial planning shouldn't be frustrating, confusing or exclusive. We'll coach you through all 10 themes of financial wellness, from creating and sticking to a budget to planning for the future. No investor-speak, monthly fees or in-person meetings needed - just your phone and 3 minutes a week.

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The iOS app for OU Credit Union The Android app for OU Credit Union

Listen to the "Igniting Innovation: Meet Pocketnest" episode of our Wallet Watch Podcast featuring Jessica Willis, founder and CEO of Fin-Life.
Safe & secure with 256-bit encryption
Customizable advice specific to your lifestyle
Peace of mind covering all 10 financial bases

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The 411 on alternative investments - what they are, how they work, and if they're right for you

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Tips on how to build a stronger, more resilient budget during tumultuous times

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A quick and easy overview of stocks vs. bonds - and what they mean for your portfolio