We believe there is no template for happiness.

Every generation has its own dreams. And its own ideas about success. But the only path to happiness is the one built on your individual goals and values.

The first step toward achieving your dreams? Giving them a name. That’s why everything we do is designed to discover what you really want.

Our courses, blog and digital tools are all designed around the things that matter to you, from advancing your career to building a home, being a good parent to simply finding balance, and everything in between.

We believe a solid financial footing makes your personal goals, whatever they may be, a lot more attainable. So we’re building Core Financial Courses on critical subjects like investments, debt, and inheritance. Our digital tools help you plan in confidence, with real-life measurable scenarios you can adapt for your goals.

Our courses, digital tools, and blog content come from our expert financial planners, experienced at translating your goals into easy-to-understand action plans. And if we’ve done our job, you’ll then be informed and empowered to use your finances to become the kind of Grownup you want to be. (And even enjoy the journey along the way.)

It’s not us—it’s you. We mean it.

The road to happiness and financial security starts and ends with you. So think of our courses, digital tools, and blog as your own personal navigators along the way. Whether you’re just exploring or ready to hit the road, use our digital products and services to get informed and inspired—then take action in pursuit of your personal goals and dreams.

Learn & Explore

This is the first step. The mind-expanding part of the process. It’s where we get everything out on the table: What you like about your life now. What you want. And what you dream—even if it seems impossible.

Define Goals

Next, we help assess your goals and options. We consider unconventional perspectives. We present ideas until the right one clicks. Basically, we separate your “must-haves” from your “live-withouts.”

Take Action

Finally, you'll draw a roadmap. We’ll provide benchmarks and mileposts to keep you moving toward your financial goals. And we’re always here to cheer you on, because big plans are best achieved in baby steps.

Meet our professional grownups.

Want to help the next generation embrace their inner adult? View open positions on the Society of Grownups team.

Careers at the Society

If you are a member of the press, this page is just for you! You'll find staff bios, high-res photos, and media coverage we've received.