Firstly

Firstly

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Firstly enables users to create and share step-by-step guides for personal and work processes.

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Firstly is a financial wellness platform specifically designed to cater to the Sandwich Generation, which includes individuals who are simultaneously supporting their children and aging parents. The platform provides a comprehensive suite of tools and resources to help users make informed financial decisions, set and achieve retirement savings goals, monitor bills, and teach children about saving. It also offers planning tools for major life events such as college funding and long-term care for parents.

Firstly operates in the personal finance market and primarily serves multigenerational families. Its business model revolves around offering a subscription-based service through its app, which is set to launch in the fall. The company generates revenue by providing premium features and personalized financial advice to its users.

Keywords: financial wellness, Sandwich Generation, budgeting, saving, retirement planning, college funding, long-term care, multigenerational families, personal finance, subscription service.

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