Money & Life

7.0easy start · #5 of 26
in Financial Wellness Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

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Money & Life is ranked #5 of 26 in financial wellness software on The Geeks Club. It runs on Web. There is a free plan.

Money & Life plans and pricing

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Money & Life Program Free Free for everyone · Up to three free 60-minute mentoring sessions capitalone.com · 2 Oct 2026

Compared on financial wellness software

Free plan: Yes
1:1 coaching: Yes
Personalized action plans: Yes
Education library: Yes
Access channels: web_and_mobile
Financial topic coverage: spending, saving, financial goals, money and values, communication about money

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The record

Purpose: The program provides self-guided exercises, one-on-one mentoring and on-demand workshops to support financial well-being.
Exercises: Its virtual exercises are designed to take 5–10 minutes and help people break financial goals into smaller steps and consider spending trade-offs.
Mentoring: Participants can book up to three free mentoring sessions, each approximately one hour.
Workshops: The program offers 5–10 minute on-demand workshop videos.
Who can participate: The program is open to everyone in the U.S., whether or not they are Capital One customers, and participants must be at least 18 to book mentoring.
Mentor credentials: Money & Life Mentors are Capital One certified mentors who help participants clarify goals and build a plan.
Not financial advice: The program says its mentors are not financial advisors, tax experts or accountants, and the program is not financial advising.
Mentoring format: Mentoring is available at Capital One Cafés and virtually.
Device access: Exercises and workshops can be completed virtually via smartphone, tablet or desktop.
Session preparation: Mentors do not use spreadsheets, account information or other financial information during sessions.
Product discussions: Mentors will not bring up Capital One products or services during a mentoring session.
Maker: Capital One says it serves more than 100 million customers across a diverse set of businesses.
Founded: 1988
Headquarters: McLean, Virginia, United States
Price from: Free

Where it ranks on The Geeks Club

Best Financial Wellness Software in 2026#5 of 26

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Sources

capitalone.com/local/money-and-life/· checked 2 Oct 2026
capitalone.com/about/· checked 2 Oct 2026