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Improve financial literacy. Enhance outcomes. 

A lack of financial education often leads to increased distress and decreased financial stability. Savology incorporates financial literacy in order to increase financial responsibility and decision-making.
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Savology Financial Literacy
Only 24 percent of millennials understand basic financial topics.
About 4 in 7 Americans are financially illiterate and report being unable to mange their finances.
Minority groups, on average, have between 9 and 16 percent lower financial literacy scores.

The benefits of financial literacy

Financial literacy enhances your financial planning experience. Here’s what financial literacy can do for you:
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Improved outcomes

As you develop your financial literacy, you’re more likely to set and reach your financial goals, often leading to less debt and more savings.

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Better decision-making

When you are better informed, you can mitigate financial crises and better handle them if they arise.

Decrease Financial Stress

Reduced stress

With the decreased burden of financial worry, you can experience greater focus and productivity in your daily life.

Multifaceted approach to improve financial literacy

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Literacy courses

We provide lessons on a variety of beginner and advanced topics including budgeting, credit, insurance, HSAs, and more.

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Live webinars

Each month we host live webinars with financial professionals and discuss important financial subjects.

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Provider reviews

A frequent question we get is which financial providers are best. We unbiasedly review and recommend the best platforms to make it easy.

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Financial coaches

You can meet with a financial coach to help you work through your financial plan and answer general or specific financial questions.

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Expert guides

We create expert guides on a variety of money topics to educate and provide recommendations to improve your financial standing.

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Planning modules

Whether you need help planning your budget, paying off debt, or something else, Savology planning modules help you take action.

Tania Muniz

Very helpful and easy-to-use

As a busy college student, Savology helped me to better organize my finances. The courses were easy-to-use and helped me to improve the way I set goals for my future. They taught me ideas like working on my core beliefs and believing in myself to move forward and focus on my future success.

Tania Muniz, Age 23


 

Andew Chistensen

Breadth and depth of knowledge

Savology is a great tool for people of any level of financial literacy. It has a variety of modules
to provide both breadth and depth of knowledge to anyone looking to understand and skillfully manage their finances.

Andrew Chistensen, Age 35


 

Elisa Allen

So much useful information

I’m so grateful for Savology! Savology has packed so much useful information into its courses and platform, making it easier for me to understand and organize my finances. I definitely recommend Savology to anyone trying to increase their knowledge and get back on top of their financial situation.

Elisa Allen, Age 30


 

Mike Wilkinson

So simple and straightforward

I made a Savology account a few weeks ago, and I have loved how everything is so simple and straightforward. The courses I have completed were very informative and I am looking forward to learning more!

Mike Wilkinson, Age 58


 

Our approach to financial literacy lessons

Financial Literacy - Retainable Education with Savology
Financial Literacy Progress Tracking with Savology
Financial Plan Integration
Savology Financial Literacy

Succinct & retainable education

Our courses are broken down into bite-sized pieces so they’re easier to retain. Each lesson is 10 minutes in length on average.

Personal progress tracking

Take the literacy pre-assessment to receive recommendations for which courses and resources you should review. As you move forward, you’ll see your corresponding literacy grade improve.

Financial plan integration

Savology pulls in your plan information during certain lesson components so you can check in and relate different lesson topics to your own personal financial situation.

Multimedia learning

Our courses utilize quick reads, videos, opinions polls, short quizzes, etc. We also offer monthly webinars, expert guides, and personalized financial coaching.

Better financial wellness for better outcomes

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Frequently asked questions (FAQs)

All of our literacy content is prepared and reviewed by financial professionals including Certified Financial Planners, personal finance professors, and personal finance experts.

We cover a wide range of beginner, intermediate, and advanced topics such as budgeting, net worth, insurance, health savings accounts, retirement planning, taxes, behavioral finance, etc.

To get access to Savology Literacy you need to have a Savology account through your employer or an advisor partner. 

Before taking any courses, watching any webinars, etc. we recommend you take the financial literacy pre-assessment to grade your literacy level in various financial areas. From there you’ll not only receive literacy recommendations but you’ll be able to see your grades improve as you complete courses and take the literacy quizzes.

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