SBIR-STTR Award

Get Sqwire - Financial Education on the go!
Award last edited on: 11/14/2021

Sponsored Program
SBIR
Awarding Agency
DOD : AF
Total Award Amount
$49,968
Award Phase
1
Solicitation Topic Code
J201-CSO1
Principal Investigator
Danijel Velicki

Company Information

Sqwire LLC

101 W Main Street Suite 430
Norfolk, VA 23510
   (757) 227-5000
   N/A
   www.getsqwire.com
Location: Single
Congr. District: 03
County: Norfolk city

Phase I

Contract Number: FA8649-20-P-0797
Start Date: 3/9/2020    Completed: 6/9/2020
Phase I year
2020
Phase I Amount
$49,968
Three major "buckets" organize the information to walk alongside users throughout the various seasons of life. Financial Stability - Establishing the foundation, disciplines and habits that will fuel healthy spending habits as life continues. This includes more basic topics like personal banking accounts, simple savings strategies, budgeting, car insurance, new jobs, health insurance, home/apartment rental, debt management and credit score. Financial Security - This designation digs deeper into the life milestones that users are likely to encounter as their careers are established and their families grow, focusing particularly on the protection of assets and proactive planning. Topics include life insurance, basic wills, marriage and having children, buying and selling homes, home insurance, tax planning, etc. Financial Freedom - Moving into the later, more complex seasons of life, this section focuses on simple investing, expanding real estate, more detailed budgeting, insurance and tax ramifications, estate planning, beginner entrepreneurship, caring for aging parents, crisis moments, etc. The Sqwire financial education curriculum is available and searchable in total (meaning no lessons are locked down, forced sequential or dripped over time), so users can openly explore and land directly in the information most relevant to their current circumstances and needs in life. We meet them where they're at and provide consumable information in a variety of simple formats (video, image, written content, etc.) because we understand that everyone learns differently. Should users decide they want to engage at a more personalized, direct level, there is a monthly subscription option (paid) that offers additional

Benefits:
Live chat during peak use hours (evenings and weekends) to get questions answered in real time Invites to live Q&A sessions with key experts discussing relevant topics. Access to special member perks from our robust network of preferred providers for those who want to take action in various areas (legal, tax, insurance, investments, real estate etc.) and are seeking trustworthy businesses who are invested in their learning and success. The Sqwire Support Team is available for all users, regardless of "level," and is constantly vetted for excellence. We make one-to-one introductions and help users take those first critical steps towards real change. As a note, all users receive the Sqwire life journal, a workbook that walks them through gathering and storing their important information in one place. As they work through the curriculum, they will be guided in completing accompanying sections, with the ultimate result being disaster and emergency preparedness. They will have all key information safely stored in a safe, security deposit box or otherwise, so that they or their loved ones can access what they need in an emergency situation.

Phase II

Contract Number: ----------
Start Date: 00/00/00    Completed: 00/00/00
Phase II year
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Phase II Amount
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