How YOPE Works

How YOPE Works

How YOPE Works

Most stresses have a money-related component. So by making all areas of personal finance very simple to understand, members eliminate money-related stress from their lives and as a result become happier. Plus, we provide opportunities to reach financial goals FASTER!

Here's what you get as a YOPE member:

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Someone to give you guidance & accountability!

Your assigned Financial Consultant assesses your financial situation, helps you identify goals and develops an individualized strategy to help you achieve them. Each year members get three FREE 30-minute consultations via phone, in-person, or video-chat. Limit one free consultation per month. Members can schedule longer or more meetings, anytime, for just $40 an hour. Our staff is very knowledgeable, very discrete and very understanding of everyone's financial situation. We pride ourselves on empowering and supporting each and every member.

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Access to our video-based Learning Portal!

YOPE has created a curriculum for personal finance which is translated into four video modules that update regularly. Each module ranges from 14 minutes to 35 minutes in length. The video modules break down the areas of personal finance into easy-to-understand sections. Most sections consist of short quizzes to reinforce what you’ve learned. Even though everyone's financial situation is different, The Budgeting Module is included with everyone's membership because it's paramount to learning the next levels of money management.

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Monthly digital help to get you even closer!

Curb overspending with $10 credits to products and services you love, complimentary access to events so you can have fun on the cheap, and freelance remote work to reach your financial goals FASTER without changing your lifestyle. Plus, so much more!