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  • How is the Financial Gym helping people with their financial literacy?
  • How is the Financial Gym helping people with their financial literacy?
    @FinancialGym | Twitter (2020) ©
CASE STUDY

The Financial Gym: getting Americans financially fit

The Financial Gym sets its members up with personal trainers and clearly defines plans to get their relationship with money back on track. In the wake of the pandemic, its approach is more relevant than ever.

Location United States

Scope
“I just feel unloveable. Who would want to marry me with all of this debt?” Shannon McLay says hearing these words from a client she was giving pro-bono financial advice to while she was working at Bank of America Merrill Lynch is what set her on the path to “becoming the worst financial advisor ever. I loved people with no money.” [1] In 2015, McLay decided to leave the corporate finance world and set up her own business. Her mission was to offer financial help to anyone who needed it, regardless of their bank balance (at Merrill, ...

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