For credit unions, community banks, employers, and associations
The education you cannot write yourself.
You are not allowed to tell members what to do with their money, and anything your own staff writes reads as a pitch for your products, because it is one. This site never recommends a product, including yours, was built that way from the first line, checks every sentence for it, and can carry your name.
What you are paying for
Credibility, which is the one thing a financial institution cannot manufacture. A member who learns what a fee is from a page with your name on it, and finds that the page never once steered them toward you, trusts you more than any brochure could make them. The dashboard gives your board a number: roads started, lessons finished, games played, with no names. The branch gets printed cards. Your marketing team gets a plain email to send. Your compliance officer gets a site that was designed around their rule rather than in spite of it.
Why it is different from what is on your shelf
A vendor's generic videos are watched once by nobody. Your own newsletter is marketing with a lesson stapled to the front, and members know it. This is a rehearsal: a member does the arithmetic with their own numbers, plays thirty years of real returns, and comes back when life changes, because their place remembers. It costs $1.20 a member a year at the first tier and less on the unlimited plan, and the content is not customized to your products and will not be, because the moment it is, the trust is gone.
What a partner gets
Your logo and name on the roads and on the note at the top of every lesson your members open. A join code that lands them on the road that fits them, a first paycheck, a working life, a business. An aggregate dashboard that shows roads started, lessons finished, and games played, with no names, which is a number for your board. Printed cards for the branch, the lobby, or the break room, and a plain email your marketing team can send.
What it never does
No member data reaches you, ever; you get counts and never a list. The content is not customized to your products and will not be, because the moment it is, it is marketing and the trust is gone. Nothing on the site recommends a product, an account, or a fund, including yours, and every sentence is checked for advice language before a member reads it.
What it costs
$2,400 a year for up to 2,000 members or employees, $6,000 a year unlimited, billed annually on invoice, net thirty, after a short partner agreement that says what each side does.
Start
Write to admin@wealthyhabitat.com. The agreement and a one page summary for your marketing director come back the same day.