Path courses

Email courses for each money stage.

Segmented sequences help users keep moving after the first signup.

Budget

Budget Reset

Seven emails for payday setup, fixed costs, flexible spending, and weekly review.

Debt

Debt Reset

Seven emails for balances, APR, payoff method, payment rhythm, and motivation.

Emergency

Emergency Fund Sprint

Four weeks to build the first starter buffer and protect it.

Investing

First Investing Month

Beginner education around readiness, risk, accounts, fees, and consistency.