Partnerships

Let’s Make Wellness Happen

At Smile Money, we specialize in financial wellness that drives personal growth, professional success, and happier communities. By partnering with us, your organization can champion holistic wellness while reaping the benefits of increased employee engagement, productivity, and community impact.

USAA
Wisconsin CUL
Rutgers University
Prudential

Some of our past and current partners.

Why Partner with Us?

    • Proven Expertise: We’re leaders in financial wellness and personal development.

    • Flexible Solutions: Tailored programs to meet your organization’s unique needs.

    • Positive ROI: Our initiatives foster healthier, happier, and more financially savvy individuals.

Are you a credit union? Learn about the CU Well Collective, our premier partner program .


We approach financial wellness through a holistic framework where money isn’t the goal, money is the tool to achieve the goals. 

The Budgetnista
Norwich University
FinCon
Sentinel Credit Union

Some of our past and current partners.


Here are some ways to partner with us:

Academy Access

Our signature course, Smile Money Blueprint, helps improve financial well-being and provides practical steps toward financial freedom. The academy isn’t simply about budgeting, getting out of debt, or improving credit scores. We believe employees need a bolder vision to work towards. Our goal is to help them go beyond financial education and reach financial independence.

Bulk memberships: Whether you’re a team of 2 or 1,000, you can give your team access to our premium financial wellness resources and tools at discounted rates.


Wellness@Work Programs

All our sessions combine our wellness approach of breath, movement, and mindfulness while incorporating financial lessons and life skills training.

    • Academy: Give your team access to the Smile Money Blueprint, a signature course to help them achieve financial independence.

    • Breakfast Club and Lunch and Learns: Interactive sessions on topics like financial planning, budgeting, and achieving work-life balance.

    • Wellness Activity: A wellness activity to keep the body moving that incorporates financial lessons: Beer, Budgets, Bow, Yoga Financial Flow, Walk to FI (financial independence).

    • Retreats: Immersive experiences to recharge, align, and empower your high-performers and help them from burning out.  

    • Seminars and Workshops: These are offered online and in person to equip your team with actionable financial wellness sessions.

    • Book Clubs at Work: Foster team bonding and learning with curated reading lists on financial and personal growth topics. Get author engagement, too!


Breakfast Chat in Ann Arbor
Pizza and Beer in Missouri
Beer Garden Event in Dallas
Money mindfulness

Photos from our financial wellness activities.

 


Make Your Community Smile

Community events: Collaborate with us to create impactful community events promoting financial knowledge and wellness.

Custom Wellness Events: Host bespoke in-person or virtual wellness events tailored to your organization’s goals, from live author readings to hosting vetted financial content creators.

Brand Collaboration

Co-create campaigns or sponsor content that aligns your brand with financial wellness and personal growth.

Content Licensing

Use our expertly crafted email series, articles, guides, and videos to elevate your internal or external communication efforts. 

Have another idea? We can customize a bespoke program and experience.

Jason Vitug at USAA
Jason Vitug at TOP Credit Union
Jason Vitug at UCLA with Wescom
Wellness session with Lake Trust

Photos from our financial wellness activities.

We look forward to hearing from you!

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