Since 1989Independent and self-funded
Financial wellness starts with real education.
Live courses, on-demand recordings and 1:1 coaching taught by CERTIFIED FINANCIAL PLANNER® professionals. No products, no sales pitches. Several of our client partnerships span more than two decades.
- IACET accredited
- WBENC woman-owned
- Conflict-free
- U.S., Canada and global teams
Decades of real relationships
Teaching financial education in the workplace since 1989, a decade before “financial wellness” had a name.
We've been independent and self-funded from day one. No investors to answer to, no products to sell, just our clients and their employees. That's why our clients stay.
Founded by a CFP® professional who started teaching out of her garage, because people deserved education before making big money decisions. Our story →
- Partners since2003A global technology company23 years and counting
- Partners since2005A financial software company21 years and counting
- Partners since2008A global technology company18 years and counting
- Partners since2008A California county retirement system18 years and counting
Boutique by design
As a small, independent firm, we can say yes where larger providers can't. We customize existing courses, create new ones around your benefits and your people, and build programs for any size organization, from a single 30-minute session to a year-round series.
Financial wellness was in our classrooms long before it was an app.
Based on participant course evaluations, as of October 2026.
Programs built for the way your organization works
Employers
HR, benefits and L&D teams
Courses on stock plans, retirement, taxes and benefits, tailored to your plan documents and employee groups, including ERG sessions.
See employer programs →Public sector
Agencies, schools and retirement systems
Pensions, 457(b) and 403(b) plans, debt and budgeting, delivered by live webinar to every office and shift.
See public sector programs →Industries we serve
- Technology
- Biotechnology
- Financial software
- Public retirement systems
- Healthcare and hospitals
- Law and professional services
- Higher education and schools
- Media and entertainment
- Professional associations
50+ courses, led by CFP® professionals
Pick from the catalog or have us tailor a course to your workforce. Every course is shaped by participant feedback, and we read every evaluation.
NewJust added to the catalog
See all new courses →How it works
- 1
Tell us about your people
A short needs analysis covers your benefits, locations and what employees are asking about.
- 2
Get a tailored program
One webinar or a year-long series, with registration (single sign-on available), promotion and workbooks handled for you, plus monthly or quarterly feedback reports.
- 3
Learn live, then on demand
Employees ask a CFP® professional their real questions, recordings cover anyone who missed it, and 1:1 coaching with RightCapital goes deeper.
Why live education
Real questions, answered by a real CFP® professional
In an AI-driven world, nothing replaces a live instructor who can read the room and answer the question an employee was afraid to ask. Hear why from CFP® professional Akeiva M. Ellis, our content developer and instructor.
Watch the videoWhat attendees say
From course evaluations at Fortune 500 technology, biotechnology and financial software companies and public retirement systems.
“Best financial planning class I have ever taken. Packed with useful info.”
“This was eye opening and I have not even considered long term health care during retirement.”
“The instructor is absolutely excellent! I've taken another class from her on a different topic that was excellent as well!”
“Thank you! Well done - good and helpful information, presentation, and engagement.”
- “Presenter's energy level was off the charts! Very engaging.” — Attendee, global biotechnology company
- “This is the least boring tax presentation I've ever attended.” — Attendee, global biotechnology company
- “Very affable and knowledgeable instructor, kept course lively and informative.” — Attendee, Fortune 500 technology company
- “Absolutely excellent class! Thank you!” — Member, public retirement system
- “Great ENERGY!” — Attendee, Fortune 500 technology company
Try a class on us.
A complimentary pilot session for your team. No obligation, just insight.
Your Monthly Roadmap for Year-Round Success
Enhance your team's financial wellness with our expertly curated Financial Knowledge Planner. Built on our experience teaching workplace financial education since 1989, this invaluable resource offers a month-by-month guide to financial education that resonates with employees and delivers real results.
Enter your name and email address below to download our free monthly planner.
