Financial Wellness Invitation Templates

These templates have everything your team needs to get started, including instructions on how to sign up as well as links to great resources for new budgeters. Feel free to edit these templates to fit your needs—or create your own from scratch!

You can send these invitations via email, post it in your work chat, or even send via text message—the invitation links will work on both desktop and mobile. In our experience, email or team chat (like Slack) work best—it’s easy to include as much (or as little) information as you want, and your team can return to it later if they aren’t quite ready to sign up.

Anything underlined needs to be replaced with your company info or your Financial Wellness sign up link.

Introduction Templates

Follow-Up Templates

Reengagement Blurbs

Option 1

A New (Your Company Name) Benefit: Free Budgeting Software

(Greeting of choice),
We’re excited to introduce a new addition to our benefits package: Financial Wellness by YNAB.
As an employee of (your company here), you’re now eligible for a complimentary subscription to You Need a Budget, an award-winning budgeting app and money management method that helps you gain total control of your finances.
Make your paychecks more powerful by putting your money to work for you.

<Sign Up for YNAB>

(REPLACE THE ABOVE TEXT WITH YOUR SIGNUP  LINK BEFORE SENDING)
Your financial details will remain completely confidential; YNAB doesn’t sell your data and we do not (and will never) have access to your information. 
If you need help setting up your budget, check out the Ultimate Getting Started Guide, YNAB’s YouTube channel, or sign up for a live budget workshop.
We hope you take advantage of this opportunity and we welcome your feedback!
Sincerely,

(Your Name Here)

Option 2

New Benefit: You’re Invited to Financial Wellness by YNAB

(Your company here) is adding Financial Wellness by YNAB to our benefits package.

What does that mean?

As an employee of (your company name here), you’re entitled to a complimentary subscription to You Need a Budget, an award-winning budgeting app and money management method that helps you give every dollar a job, plan for future expenses, make changes to your spending, and increase your net worth.

How can YNAB help me?

Self-care isn’t limited to the gym or the spa. Get a comprehensive view of your finances, align your spending with your priorities, create a plan to pay down debt, and set spending and saving targets to manage expenses and achieve goals. Basically—eliminate financial anxiety once and for all with YNAB’s four simple rules and an app.

What about privacy?

Your budget is yours and only yours. All of your data will remain private—it won’t ever be sold or shared with anyone (including your workplace). Your budget will remain yours and go wherever you go as long as you choose to use it!

How do I sign up?

Just click the link below. If you need help setting up your budget, check out the Ultimate Getting Started Guide, YNAB’s YouTube channel, or sign up for a live budget workshop.

<Redeem Your Free YNAB Subscription>

(REPLACE THE ABOVE TEXT WITH YOUR SIGNUP  LINK HERE BEFORE SENDING)
As always, we welcome any feedback you may have!
Happy Budgeting,

(Your Name Here)

Option 3

New Wellness Benefit

Hi there,
I’m happy to announce we’ve partnered with YNAB (short for You Need A Budget) to provide you with a free subscription to their money management app.

YNAB is a budgeting method and software that can help you reach your financial goals. Want to buy a house? Planning for a new baby? Just want to stop stressing about money? YNAB can help you make the most of each paycheck. On average, new YNAB budgeters save $600 by month two and more than $6,000 their first year.

All of our financial situations are unique, but YNAB has solutions no matter where you are in your financial journey.
Budgeting with a partner? So are a lot of us. Does your household income change paycheck to paycheck? They’ve got you covered. Are you trying to pay off debt? Pop into a live Q&A session to chat about it. Something completely different and totally unique? Reach out to YNAB’s Support Team (they’re fantastic) and they will set you on the path to budgeting success!

What about privacy?

Your budget is yours and only yours. All of your data will remain private—it won’t ever be sold or shared with anyone (including [Company Name]). Your budget will remain yours and go wherever you go as long as you choose to use it!
To get started, just click this link and signup. It’s already 100% paid for by the company.

(ADD YOUR SIGNUP LINK BEFORE SENDING)

Option 4

You have a new company benefit! Sign up for YNAB for free.

Hi there,
We’re YNAB (short for You Need A Budget), and we’re sharing the happy news that [Company Name] is providing you with a free subscription to our money management app!

Why should you care?

What if your bills rolled in and instead of piling up, you just paid them? No sweat. What if you didn’t even realize it was payday because you had money in the bank and weren’t desperate for that check to arrive? Forget everything you think you know about budgeting and prepare to experience total control.
YNAB is a budgeting method and software that can help you stop living paycheck-to-paycheck, get out of debt, and save more money. On average, new YNAB budgeters save $600 by month two and more than $6,000 their first year.
But what if your financial situation is unique? We can help! Budgeting with a partner?  So are a lot of us. Does your household income change paycheck to paycheck?  They’ve got you covered. Are you trying to pay off debt?  Pop into a live Q&A session to chat about it. Something completely different and totally unique? Reach out to YNAB’s Support Team (they’re fantastic) and they will set you on the path to budgeting success!

What about privacy?

Your budget is yours and only yours. All of your data will remain private—it won’t ever be sold or shared with anyone (including [Company Name]). Your budget will remain yours and go wherever you go as long as you choose to use it!
To get started, just  click this link and signup.
(ADD YOUR SIGNUP LINK BEFORE SENDING)

You can do this! Right now! For free (thanks, boss)!

Option 1

Self-care isn’t limited to the gym or the spa, which is why we’ve added Financial Wellness by YNAB to our benefits package! Get a comprehensive view of your finances, align your spending with your priorities, create a plan to pay down debt, and set spending and saving targets to manage expenses and achieve goals. Basically—eliminate financial anxiety once and for all with four simple rules and an app.

Sign up for your free subscription today. (insert link)

Option 2

As an employee of (your company name here), you’re entitled to a complimentary subscription to You Need a Budget, an award-winning budgeting app and money management method that helps you give every dollar a job, plan for future expenses, make changes to your spending, and increase your net worth. On average, new YNAB budgeters save $600 by month two and more than $6,000 their first year!

Sign up for your free subscription today. (insert link)

Option 3

Did you know that we offer budgeting as a benefit? That’s right, (your company here) has added Financial Wellness by YNAB to our benefits package. Why? We want to empower our employees to gain total control of their finances with an award-winning money management method that helps make paychecks more powerful.

Engagement Email

Action Item: Activate your free YNAB subscription

Hi there,
Don’t forget that we’ve added Financial Wellness by YNAB to our benefits package! Sign up today for a free subscription (valued at $99 per year) that includes:
An award-winning budgeting app with a flexible, four-step method for gaining total control of your finances.
Integrated features like a loan planner to organize and visualize a debt paydown plan, spending and saving targets to manage expenses and meet goals, and reports to track your net worth, spending, and income vs. expenses.
Educational opportunities and a content library that includes live workshops, videos, blogs, podcasts, newsletters, community challenges, and one-on-one support.
Data privacy—your financial information isn’t shared with your employer and YNAB doesn’t sell your data. Your employer will only know if you’ve signed up or not signed up (because they get charged per license used).
The opportunity to change the way you think (and feel) about money—for good. Budgeting doesn’t have to be restrictive; it’s actually empowering to make sure your spending aligns with your priorities.
Signing up is the first step...so go ahead and check that off of your list right now and you’ll be well on your way to less money stress.
Click here to get started. (include sign up link)

Engagement Blurb

Have you signed up for your free YNAB subscription? On average, new YNAB budgeters save $600 by month two and more than $6,000 their first year! Sign up for your free subscription today to gain total control of your finances. (insert link)
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