Our Approach

Everyone has a different idea of what financial success looks like, but a one-size-fits-all solution to achieving it just doesn’t make sense. That’s why we’re taking a different approach – one that aligns financial decisions with personal values.

In Good Company workshop attendee looking at a worksheet during class

Personal Finance Should Be Personal

At In Good Company, we believe building a better financial future starts by asking yourself what matters most to you. It may be your relationships, your security or your adventures. Whatever your answer may be, we believe the best way to achieve financial success is with a plan that takes those values into consideration. By aligning your financial decisions with your personal values, you can take advantage of the present and invest in your well-being for the future.

Our Recipe for Financial Education

The Experience

We strive to create a comfortable, engaging and collaborative experience that starts an honest conversation about personal finance.

In Good Company workshop attendees listening to class speaker
In Good Company workshop attendees networking

The Team

Our team of advisors, researchers and designers work together to provide reliable and relatable financial know-how.

The Next Step

Whether it’s in a workshop or a one-on-one with an advisor, we give our participants the opportunity to put what they learned into action.

In Good Company workshop attendees working on an activity on tablets
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It’s Time to Invest in Your Employees’ Financial Well-Being

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