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Money & Life
McLean, Virginia, United States
What it is
Money & Life is a free web program for financial well-being from Capital One. It combines short self-guided exercises, on-demand workshop videos, and one-on-one mentoring. Exercises take about 5–10 minutes and help participants divide financial goals into smaller steps while considering spending trade-offs. Workshop videos are also 5–10 minutes. Participants can book up to three free mentoring sessions, each approximately one hour, either virtually or at Capital One Cafés. Capital One-certified mentors help clarify goals and build a plan. The program is open to everyone in the United States, whether or not they are Capital One customers, though participants must be at least 18 to book mentoring. Exercises and workshops work on smartphones, tablets, and desktops. Mentors do not use spreadsheets, account details, or other financial information, and they do not discuss Capital One products or services. The program states that mentors are not financial advisors, tax experts, or accountants, and that it is not financial advising.
For and against
For
- Free access for everyone in the U.S.
- Three free mentoring sessions available
- Short exercises and workshop videos
- Virtual or Capital One Café mentoring
- Works on phone, tablet, and desktop
Against
- Mentoring requires participants to be at least 18
- Not financial advising
- Mentors do not provide tax or accounting expertise
The verdict
Money & Life offers brief educational activities plus up to three mentoring conversations at no cost. Its stated limits on advice and financial information define what the sessions cover.
Who it suits
It suits U.S. adults seeking guided exercises, educational videos, and limited mentoring for spending, saving, goals, values, or money communication. Mentoring bookings require age 18 or older.
Plans and prices
Money & Life Program
Free for everyone · Up to three free 60-minute mentoring sessions
Read 2 Oct 2026 · capitalone.com
On the record
- Device access
- Exercises and workshops can be completed virtually via smartphone, tablet or desktop.capitalone.com · read 2 Oct 2026
- 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.capitalone.com · read 2 Oct 2026
- Maker
- Capital One says it serves more than 100 million customers across a diverse set of businesses.capitalone.com · read 2 Oct 2026
- Mentor credentials
- Money & Life Mentors are Capital One certified mentors who help participants clarify goals and build a plan.capitalone.com · read 2 Oct 2026
- Mentoring
- Participants can book up to three free mentoring sessions, each approximately one hour.capitalone.com · read 2 Oct 2026
- Mentoring format
- Mentoring is available at Capital One Cafés and virtually.capitalone.com · read 2 Oct 2026
- Not financial advice
- The program says its mentors are not financial advisors, tax experts or accountants, and the program is not financial advising.capitalone.com · read 2 Oct 2026
- Product discussions
- Mentors will not bring up Capital One products or services during a mentoring session.capitalone.com · read 2 Oct 2026
- Purpose
- The program provides self-guided exercises, one-on-one mentoring and on-demand workshops to support financial well-being.capitalone.com · read 2 Oct 2026
- Session preparation
- Mentors do not use spreadsheets, account information or other financial information during sessions.capitalone.com · read 2 Oct 2026
- 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.capitalone.com · read 2 Oct 2026
- Workshops
- The program offers 5–10 minute on-demand workshop videos.capitalone.com · read 2 Oct 2026
