Personalized Coaching
Your Personal Financial Advisor
Your virtual financial advisor will guide you through everything from how to get out of debt to preparing for a wedding to basic bookkeeping for your business.
Banzai Interactive Library
Banzai is your go-to financial sidekick, with free tools, articles, and coaches to help you budget, save, boost your credit, buy a home, plan for a baby, and more — all available to members and future members!
Financial Education for All
Courses for all ages!
Dig into the world of finances and life changes. Read articles, take courses walking you through real-life scenarios, or use one of our financial calculators to plan out your financial future.
Banzai in the Classroom
Bridging the funding gap
We are excited to partner with Banzai to offer free, engaging programs that meet state-mandated financial literacy requirements. We'll help you fill the gap with cutting-edge software, interactive classroom materials, and professional presentations.
Meeting you where you're at.
Financial Foundations
We'll help you lay the foundation from a financial wellness assessment to learning how to budget and the basics of savings.
College
Going to college? Let's go over all the expected and not-so-expected costs and how to make your dream school's cost possible.
Family & Kids
From marriage to growing your family to teaching your kids about finance, we have resources to help tackle all the financial decisions.
Investing & Retirment
We can help build your investment portfolio, start planning and saving for retirement, or even do estate planning.
Explore All the Financial Hot Topics
Borrowing and Credit
Improve knowledge of topics surrounding borrowing and credit.
Budgeting
Keep your finances on track with these budgeting articles, featuring activities focused on inflation, the 50/30/20 rule, savings, college & living costs, income & expenses, and more.
Housing
Understanding the housing market can help you gauge what financial steps are best for your future.
Insurance
Learn about concepts surrounding life insurance, health insurance, disability insurance, renter’s & homeowner’s insurance, auto insurance, etc.
Investing
Investing could be your big ticket to financial freedom. Here’s a comprehensive supply of investment articles and activities that teach everything from stock market basics to Bitcoin & NFTs.
Life Changes
Don’t let the fear of the unknown stop you from embracing life changes—explore your options with articles and activities about buying a house, getting married, preparing for children, and more.
Retirement
See if you’re ready for the future with this selection of articles on retirement.
Running a Business
Learn how to run a business effectively by exploring these noteworthy activities and articles about running a business, basic bookkeeping, getting SBA loans, keeping employees, and understanding workplace cybersecurity.
Saving
Build financial security through an effective saving strategy.
Taxes
Learn about taxes from this collection of activities & articles on tax topics including federal income tax brackets & statuses, filing & paying taxes, and receiving a tax return.
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Wherever you are on your financial journey, we make banking smart and simple.