Employee Financial Wellness Workshops

What employers say.

“I have staff who have never been taught how to live within their means, budget and prioritize, and are struggling financially, unnecessarily. I worry about them going in a direction that will hurt them, and would love for them to learn some basic financial skills to help them in life.”

“I really care about my staff. Most of them are young and just starting out. They’re smart and capable, and I’d love to see them get the most from themselves. I truly believe being financially educated is a big part of that and would love to help them.”

The Power.

Financial wellbeing programs have been proven to yield a 300% ROI in terms of:

IMPROVED PRODUCTIVITY

REDUCED ABSENTEEISM

GENERAL HIGHER ENGAGEMENT

A no-brainer for employers
who care about their staff's wellbeing!

“Lunch & Learn” Workshops

Anytime during the workday!

Virtual or in-person one-hour workshops. Pick and choose, or invest in the six-workshop series for the complete Financial Wellness journey.

  • 1 - Why Manage Our Finances?

    We’ll discuss why common-sense financial management is rarely taught, or modeled well. We’ll look at the impact of society’s tactics. We’ll lay out the broad strokes to managing our personal finances well and discuss why these are so important to our wellness.

  • 2 - Prioritizing Our Goals

    We’ll talk about seven financial milestones to be achieved in our life for financial security, and where to consider fitting in other goals.

  • 3 - Our Relationship With Money

    We’ll talk about our money history, personality, and habits—understanding both our strengths and our challenges. We want to understand who we are with money so we can bring our spending under control and aligned with our values.

  • 4 - Systems That Work

    We’ll talk about systems that need to be put in place to know where our money is coming from, and where it’s going—so we make our money work for us!

  • 5 - What is "Financial Freedom?"

    How do we define financial freedom? How can me make it a reality in our lives? We’ll discuss experiencing freedom along the way, while we’re working hard towards ultimate “financial freedom.”

  • 6 - Your Investing Superpowers

    We’ll talk about the investing world and the superpowers you have for saving for your future—in language that normal people can understand!

It’s time. For your employees to get their finances in order. To feel unburdened. To stop struggling. To be more engaged with work because they’re carrying less stress. To perform better at their jobs because they’re able to focus on what matters most.

You may have questions about how this works. Reach out for a conversation and we’ll figure out together what works best for your organization. I can’t wait to get to know you and your staff, and provide this valuable resource to you!