Financial Education
that Actually Works
Goalsetter delivers modern, engaging financial education that turns learning into action. Whether in a classroom, on a campus, or in the workplace, we help people build real financial confidence—and use it.
Built for Every Learning Environment
Goalsetter’s personalized, AI-driven financial education meets learners wherever they are on their financial journey, and takes them where they want to go.
Middle and High School Students
Goalsetter helps K–12 schools meet financial literacy mandates with engaging, standards-aligned lessons that are easy for teachers to deliver and track.
Why it Works
- Fully built, classroom-ready lessons—no DIY or curriculum development required
- Automatic grading and real-time dashboards
- National and state standards aligned, with clear crosswalks for compliance
- Designed for how students actually learn: video, quizzes, games, and discussion
- Works in classrooms, hybrid settings, or 1:1 learning environments
Colleges & Universities
Goalsetter equips college students with practical financial skills to navigate real-world money decisions during and after college.
Why it Works
- Mobile-friendly, self-guided lessons students can access instantly, covering budgeting, credit, investing, and long-term planning.
- Supports student wellness, career readiness, and post-grad outcomes
- Scales easily across across departments and campuses.
- Flexible configuration for general education, first-year experience, or co-curricular use
Goalsetter for the Workplace
Goalsetter helps employers turn complex benefits and financial decisions into clear, engaging learning experiences employees actually understand and use.
Why it Works
- Gamified lessons that guide employees through benefits enrollment and 401(k) selection
- Replaces dense handbooks and PDFs with interactive, easy-to-digest education
- Improves both benefits utilization and employee financial confidence
- Supports financial wellness across income levels and life stages
Goalsetter for Financial Institutions and Advisors
Goalsetter helps financial institutions retain clients, preserve assets across generations, and educate entire families—not just account holders.
Why it Works
- Strengthens client loyalty by offering real financial education that translates to products and services.
- Supports multigenerational wealth transfer by educating both parents and next-generation clients, together.
- Helps retain assets by preparing inheritors to manage money responsibly
- Easily deployed as a family finance benefit for clients at any life stage.
We deliver outcomes
Goalsetter isn’t another content library or DIY curriculum. It’s a proven, turnkey financial education system designed to meet real-world requirements, deliver measurable outcomes, and work seamlessly for classrooms, campuses, workplaces, and financial institutions.
Engaging, Scalable Financial Education
Interactive videos, quizzes, games, and personalized learning paths designed to keep learners engaged and thriving.
Learning journeys built for today’s learning environments
Designed for classroom settings, mobile phones, group instruction, remote learning, and everything in between.
Data-backed results that turn knowledge into behavior
Access real-time data on participation, progress, and outcomes to drive impact and accountability.
Mastery
0
%
Goalsetter’s financial education platform has been proven to help students achieve an average 85% mastery score.
4 out of 5
Save & Invest More
4 out of 5 student learners indicate that they save or invest more because of Goalsetter.
Open New Accounts
0
%
35% of adult learners open a new investment account or financial vehicle based on something they learned on Goalsetter.
Engaging Scalable Financial Education
Interactive videos, quizzes, games, and personalized learning paths designed to keep learners engaged and thriving.
Engaging Scalable Financial Education
Interactive videos, quizzes, games, and personalized learning paths designed to keep learners engaged and thriving.
Engaging Scalable Financial Education
Interactive videos, quizzes, games, and personalized learning paths designed to keep learners engaged and thriving.
Engaging Scalable Financial Education
Interactive videos, quizzes, games, and personalized learning paths designed to keep learners engaged and thriving.
Engaging Scalable Financial Education
Interactive videos, quizzes, games, and personalized learning paths designed to keep learners engaged and thriving.
Engaging Scalable Financial Education
Interactive videos, quizzes, games, and personalized learning paths designed to keep learners engaged and thriving.
Meet Goalsetter
A complete ecosystem for engaging financial learning.
Choose the platform that best fits your needs, or use both together.
Goalsetter Classroom
Easy for teachers. Engaging for students.
- Assign lessons and track progress in one dashboard
- Automatically grade quizzes and assessments
- Content is aligned with state and national standards
- Customize pacing, content, and delivery models
- Launch in under 6 weeks—no technical setup required
Moneylingo
Mobile Learning. Real Life Lessons.
- A mobile-first financial education experience
- Game based learning turns dense topics into easy learning
- Short, fun, and designed for consistent engagement.
- Covers earning, saving, spending, investing, credit, and risk
- Can be used standalone or inside Goalsetter Classroom
See it in Action
Our award winning curriculum delivers results for learners at every level.
MODULE 1
Managing Credit
MANAGING CREDIT – Borrowing Isn’t Free Money
Students learn how credit cards, loans, interest, and credit scores really work. Goalsetter shows how today’s choices affect future opportunities. With lessons like Down with the Down Payment, students understand both the costs and benefits of borrowing.
MODULE 2
Managing Risk
MANAGING RISK – Protect the Bag
Goalsetter teaches how insurance, emergency funds, and planning reduce financial setbacks. Through videos and scenarios, students explore accidents, unexpected expenses, and how preparation changes outcomes.
MODULE 3
Saving
SAVING – Make Your Money Move (Without Spending It)
Goalsetter turns saving into a flex. Students learn why saving matters, how to do it consistently, and the tradeoffs between brands and stashing cash. Through short videos, interactive quizzes, and savings challenges, saving becomes a power move — not a sacrifice.
MODULE 4
Earning Income
EARNING INCOME – Money Follows Skills
Goalsetter reframes income as something you build. Students explore jobs, side hustles, entrepreneurship, and the link between skills and earning potential. With videos like You’ve Got to Train for the Game, earning feels personal, empowering, and achievable.
MODULE 5
Spending
SPENDING – Know the Game Before You Play It
Spending is where financial literacy comes to life. Goalsetter teaches how prices are set, how marketing shapes decisions, and how to spot value versus hype. Interactive scenarios help students practice smart choices before the stakes are high.
MODULE 6
Investment
Investing - Make Your Money Work Harder Than You Do
Students learn investing fundamentals — including stocks, ETFs, and compound growth — through engaging videos and gamified simulations. The focus is on ownership, patience, and using investing as a tool for independence, not hype.
Real people.
Real Impact.
Goalsetter drives measurable knowledge gains and measurable outcomes too.
Because financial education only matters if it works.
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Frequently Asked Questions
Is Goalsetter free for schools?
Yes—K–12 schools and colleges can sign up for free access to a limited set of full lessons (not a demo).
Is the free version a demo or real curriculum?
It’s real curriculum. You get full lessons to use with learners, just fewer modules than the paid version.
How do we sign up for free access?
Create an account on the signup page, then start using the included modules immediately.
What’s included in the free access version?
A light version of the platform with a small selection of complete lessons/modules so you can evaluate quality and fit.