Worldwide households reached
Deduplicated unique households with evidence of meaningful authorized engagement within the reporting period, across all countries including the United States.
Verification: Dated engagement event, permissioned household ID, residence-country data and deduplicationUnited States households reached
Subset of worldwide reached households resident in the United States, never added to worldwide reach.
Verification: Same standards as worldwide reach with verified geographyMeaningfully engaged households
Households completing a qualifying educational, organizational, planning or appropriately authorized partnership activity.
Verification: Documented event, qualified household identifier, consent and reporting windowHouseholds making documented financial progress
Households with verified improvement against a dated baseline and a documented indicator; separate from the three-outcome qualification.
Verification: Consent-based baseline and follow-up evidenceVerified debt-free households
Households with no qualifying outstanding personal debts including primary-home mortgage debt.
Verification: Authorized debt evidence, verification date and defined inclusion policyVerified outright homeowner households
Households owning a primary residence without qualifying mortgage or ownership liens.
Verification: Authorized primary-residence ownership and lien evidenceVerified $1M+ financial-asset households
Households with at least USD 1,000,000 in qualifying savings and investment assets excluding primary-home equity, using consistent account, liability and FX treatment.
Verification: Permissioned dated asset records, joint-asset deduplication and documented conversion methodologyHouseholds meeting all three outcomes
Unique households simultaneously verified debt-free, primary-homeowners outright and holding at least USD 1,000,000 qualifying savings/investments.
Verification: All three qualifying states simultaneously valid, with evidence and provenanceVerified financial education participation
Consent-based household or individual learning completion with age-appropriate measurement, not a claim of future wealth.
Verification: Actual completion evidence and appropriate minor protectionsVerified successor households
Distinct participating households of subsequent generations with lawful relationship authorization and independent outcome tracking.
Verification: Independent consent, separate household identity and dated participation