Welcome To Expedition Money!

You’ve chosen a financial-wellness program that truly works—one packed with more features than nearly anything else available. By doing so, you’ve shown how committed you are to your people and their future. Here’s how to help them begin their expedition toward financial independence.
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Philosophy, Launch, Utilization, and Insights

Program & Launch Training!

This Is Expedition Money

Understanding Financial Wellness

The Program Design

Administering The Program

Leveraging The Platform

Launching The Program

Marketing Strategies

Measuring Success

Bonus: Q&A

Session 1
Introduction to Expedition Money



  • Welcome and Introduction
  • Overview of Expedition Money Financial Wellness Program
  • Importance and Benefits of Financial Wellness
  • Key Components of the Program
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Session 2
Understanding Financial Wellness



  • Defining Financial Wellness
  • Factors Affecting Financial Wellness
  • Assessing Individual Financial Health
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Session 3
Design of the Expedition Money Program



  • What we've learned about people's needs
  • The Philosophy
  • The CLIMB Framework (Cash flow mastery, Locking in progress, Increasing net worth, Maximizing wealth, Beyond financial independence)
  • The Tools and Resources
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Session 4
Administering the Program



  • Staff Roles and Responsibilities
  • Participant Onboarding Process
  • Data and Analysis
  • Activating/deactivating Users
  • Intaking Members and Prospects
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Session 5
Leveraging Expedition Money's Digital Platform



  • Introduction to Online Tools and Resources
  • Navigating the Credit Improvement Center
  • Co-working Sessions and Book Club Administration
  • Ensuring Data Security and Privacy
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Session 6
Launching Expedition Money


  • Planning and Execution of the Launch
  • Training Staff for the Launch
  • Implementing Feedback Mechanisms
  • Associational charter
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Session 7
Communication and Marketing Strategies


  • Members vs Prospects
  • Crafting Effective Messaging
  • Engaging Participants through Various Channels
  • Promoting Expedition Money Within the Organization
  • Getting the message out
  • Keeping the program top of mind
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Session 8
Measuring Success and Evaluating Impact


  • Key Performance Indicators (KPIs)
  • Deep Assessment
  • Quick confidence tracking
  • Tracking Participant Engagement and Progress
  • Feedback Collection and Analysis
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Bonus Session
Wrap-Up and Q&A



  • Recap of Key Points
  • Addressing Participant Questions and Concerns
  • Next Steps and Action Items
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Download the program launch checklist!

Email Templates

Pre-Launch Emails

To inform people that the program is coming.

Launch Emails

Announcing that the program is launching.

Engagement Emails

Encouraging people to use the program.

Non-Launchers

Reaching out to people who haven't registered.

Promotional Supplies

Posters

Wall posters are available to promote the Expedition Money program throughout your workplace to build awareness.

Getting Started Guides

The Expedition Money Quick Start Guide is your roadmap to get started right away on your financial journey.

Brochures

Brochures are available that give employees a peek at the financial independence journey.

Carabiners

Small Expedition Money–branded carabiners available as fun and practical promotional giveaways to help spread the word.

How To Add Users

Whether you're welcoming a new team member or adding hundreds—or even thousands—of users to your account, connecting them to financial wellness is simple. Just watch the video for step-by-step instructions.
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Getting people to use it

How To Promote On Social Media

Your people won’t always jump into the program right away. Often, they won’t seek help until they’re facing a specific financial challenge. That’s why it’s important to use social media to regularly remind them that Expedition Money is available—and to explain how we can help. When the time comes, they’ll know exactly where to turn.
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Answers to your questions

FAQ's

Pursuing Financial Wellness To Change Lives

At Expedition Money, we don't fixate on sweeping, universal metrics. Our focus is on empowering each person to achieve their unique aspirations and dreams. We offer the structure and insights; you supply the drive and dream power. Together, we ascend the path to financial wellness with Expedition Money.
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Let Us Help

We know your time is valuable when you're running a business or organization. If you have any questions, need assistance, or would like us to make a change to your account, we're here to help.

Simply send us an email at info@expedition.money or click the button below to compose a message now. We typically respond and complete requests within one business day.