We made it easy, so you can live your life.

We want you to have as little manual work as possible. Sit back and relax while workplay works in the background so you don't have to.

Workplay makes financial planning SIMPLE.

We first start out by collecting all the data necessary to make smart and informed decisions. Then, we figure out your financial goals in life, and create a plan to help you get there.

1

Onboard and connect accounts

Get a personalized roadmap for every stage—whether you’re tackling debt, saving for a home, or planning for retirement. Your goals, your pace.

2

We create the plan

We turn financial jargon into friendly, actionable advice. Know exactly what to do next, and why it matters for your future.

3

Support every step

Wherever you are on your financial path, we’re here to help you move forward—one achievable step at a time.

Workplay breaks up financial planning into steps.

Each module creates your custom financial blueprint. These aren't your typical modules. We aim to make every step as fast and seamless as possible so each user has a minimal amount of work.

Open a high yield savings account

Opening a High-Yield Savings Account is one of the easiest ways to grow your money faster with little risk. This blueprint shows you how to pick the right account so your savings work harder for you.

Rent reporting

If you pay rent every month, you should get credit for it. This blueprint will automatically build your credit as you rent and report your rent payments to credit bureaus. This way, your biggest expense finally boosts your credit score.

Get started with investing

Investing can feel intimidating, but this module makes it simple and approachable. It will do the heavy lifting for you and show you where to begin and why starting small is often the smartest move. By the end, you’ll walk away with a clear, personalized plan to start growing your wealth with confidence.

Get a Pet

Adopting a pet is exciting, but it also comes with new expenses. This blueprint helps you prepare for the upfront costs of adoption, the monthly care budget, and the unexpected vet bills that may come along the way. With a clear plan, you’ll know exactly what it takes.

All blueprints

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Your financial journey starts here

Take the next step toward financial confidence. Whether you’re building your savings, tackling debt, or planning for the future, we’re here to guide you with practical, personalized advice. Join a community that believes everyone deserves a clear path to financial well-being—no jargon, no judgment, just real progress.

Get Started