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Financial Wellness Curricula & Partnerships

The Foundation’s financial education outreach includes, but not limited to, the promotion and teaching of the following curricula and partnerships.

Preferred Financial Wellness Service Providers

Featured Partner: Credit Mountain

Credit MountainCredit Mountain offers groundbreaking technology that will increase opportunities for credit unions to engage with their members while providing personalized credit-improvement plans—all through a user-friendly mobile app. The Credit Mountain service equips users with the tools needed to improve their credit health. Credit unions can then track members’ progress and make offers that help them achieve their financial goals. The service will also help credit unions meet their strategic goals, such as acquiring new members, offering credit counseling at scale, and increasing and diversifying their loan portfolios.


BALANCEBALANCE is a national nonprofit organization working to break the cycle of generational poverty by empowering individuals and families to take control of their financial lives. BALANCE educates, informs, and supports consumers to achieve their financial goals through debt reduction, credit score improvement, budgeting, and homeownership. As a full-service financial coaching and housing counseling agency, BALANCE provides a suite of services to clients nationwide. Programs include housing services, financial counseling and debt management services, and community outreach and education.

BALANCE Informational Webinar

Watch the webinar to learn more about what BALANCE has to offer.

Free one-on-one financial counseling through BALANCE is available for credit union staff in the Cornerstone region. 

Best Money Moves

Best Money MovesBest Money Moves is an award-winning mobile-first financial wellness program that combines technology, information, and tools to help a credit union's members measure and reduce their level of financial stress in 15 categories. Additionally, the platform offers a marketplace of best-in-class solutions where credit unions can showcase their products and services. Some great Best Money Moves features are the built-in triggers and alerts that help users understand their underlying financial stressors and personalize the information users are then offered. The resources available to users include more than 900 pieces of content. Users and their families can also participate in live monthly webinars that feature subject matter experts.

Best Money Moves Informational Webinar

Watch the webinar to learn more about what Best Money Moves has to offer.

GreenPath Financial Wellness

GreenPathGreenPath Financial Wellness is a leading national nonprofit whose mission is to empower people to lead financially healthy lives. GreenPath partners with mission-aligned credit unions to engage their members and provide access to free, one-on-one financial counseling, debt management services, and financial education resources. GreenPath anchors their work with empathy coaching, human-centered design, and behavioral economics practices. GreenPath’s financial counseling is free, confidential, and designed to help ease financial stress.

GreenPath Informational Webinar

Watch the webinar to learn more about what GreenPath has to offer.

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Knowledge of Financial Education (KOFE)

KOFEKnowledge of Financial Education (KOFE), a product of Consolidated Credit, is Cornerstone Foundation’s first Preferred Financial Wellness Service Provider. KOFE is an online financial wellness benefits platform designed to connect users with the tools they need to be financially successful. It uses a three-pronged approach to financial education: Self-Paced Financial Education, Classroom Learning, and One-on-One Coaching.

KOFE Informational Webinar

Watch the webinar to learn about all the great features KOFE has to offer. 

KOFE Talk Podcast

KOFE Talk Podcast

Executive Director Courtney Moran joined KOFE Talk Podcast to discuss the similarities and differences between banks and credit unions and offer tips on choosing the right one for your money.  Listen to the full episode.

Money Habitudes

Money Habitudes Informational Webinar

Watch the webinar to learn about all the great features Money Habitudes has to offer. 




No Jargon. No Numbers. User Friendly & Instant InsightsMoney Habitudes spelled out with the s as a dollar sign on a deck of colorful speech bubbles.

Money Habitudes is a game-like assessment – played either via physical cards or online – to help people understand and talk about their finances in a fun, constructive way. It also allows people to pinpoint underlying financial habits, attitudes and motivations to make real behavior changes.

Money Habitudes helps financial professionals bring emotions and personal stories into the conversation without getting touchy-feely. You can use this activity to work with individuals, couples, and groups of any size as a stand-alone activity or to supplement other programs.

Please enter your referral code at checkout: Cornerstone2024

Money Mammals

Money MammalsThe Money Mammals World Just Got Even Wider! 

The Money Mammals Kids Club is now a part of The Art of Allowance Project, an umbrella program that also includes ADOLESCENT$, a new portal for tweens and teens. Learn how the more encompassing Art of Allowance Project helps parents raise money-smart kids of all ages while helping credit unions develop lifelong members. You’ll also hear about Cornerstone Foundation program grants that are available for our members.

New Money Mammals: Reimagined Youth Program Webinar

Watch to see how this exciting program helps make money smarts fun for the entire family.

ep. 45 of The Art of Allowance Podcast

The Art of Allowance Podcast

Executive Director Courtney Moran joined The Art of Allowance Podcast to discuss the importance of consistency when teaching money smarts in credit unions, families and schools. Listen to the full episode.


PlinqitPlinqit is a mobile platform that is unlike any other savings app on the market. It pays users for engaging with content and advice and helps them set savings goals that they fund from their checking account. It will allow member credit unions to create higher user engagement rates and more natural cross-selling opportunities.

Plinqit Informational Webinar

Watch the webinar to learn more about Plinqit and their savings platform.

Sammy the Savings Rabbit

Sammy the RabbitSammy is a larger than life size rabbit whose mission is to encourage kids and their families to “Get in the Habit” of saving money. Sammy is “Changing Children’s Lives One Dime at a Time” through workbooks, story books, music, and personal appearances.

Sammy the Rabbit Informational Webinar

Watch the webinar to learn about the Sammy the Savings Rabbit children’s educational program.

Other Providers


Biz Kid$Biz Kid$ is a financial literacy initiative that includes an award winning TV series, free classroom curriculum, outreach activities, a website and a monthly online newsletter targeting children 9 – 16 years old. Please watch the video to see how Cornerstone Foundation supports and partners with Biz Kid$.

Councils for Economic Education

Cornerstone and HeartlandCornerstone Foundation partners with state Councils in various ways by providing teacher training opportunities and free, downloadable financial education curriculum for the classrooms that is professionally written and meets states standards. The Councils also partner with their state Jump$tart Coalitions and other government and community organizations to collaborate to offer programs and resources for educators. 

Financial Knowledge Organization for Youth | CEE


For questions about any financial wellness educational programs, please contact Emily Moreno, Program Director.