THE VALUE OF EMPLOYEE FINANCIAL TRAINING

Empower Your Workforce, Enhance Your Org

Financial stress affects the majority of employees, regardless of income level. This stress doesn't stay at home—it follows your team to work, impacting focus, engagement, and productivity.

SCHEDULE A FREE CONSULTATION

Financial Well-Being Plays a Key Role in Personal & Professional Success

  • Reduced Workplace Stress

    Empower employees to manage personal finances effectively.

  • Increased Productivity

    Fewer money-related distractions mean more focus on work.

  • Improved Retention

    Show your investment in employee well-being, increasing loyalty.

  • Enhanced Morale

    Financial confidence leads to happier, more engaged employees.

  • Attract Top Talent

    Companies that prioritize employee well-being are seen as forward-thinking and caring.

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Financial Education Topics

Engaging presentations designed to help individuals navigate financial journeys—whether they're planning for retirement, managing debt, or saving for life’s milestones.

Money Mindset

Behavioral insights into your money habits and guidance for balance.

Budgeting

Build a realistic budget that aligns with your lifestyle.

Debt

Prioritize debt payoff and break free from financial stress.

Credit

Improve credit scores and maintain healthy credit habits.

Student Loans

Understand repayment options and secure sufficient coverage.

Home Buying

Navigate the home-buying process with confidence.

Estate Planning

Learn why having a will is essential for everyone.

Risk Management

Protect your assets with the right insurance coverage.

Transitions

Adjust your finances for life changes, like a new job or growing family

Retirement

Maximize employer-sponsored benefits or save independently.

I tailor each presentation to match your group’s unique needs.

  • Attendees receive a complimentary 20-minute one-on-one coaching session for personalized advice and next steps.

  • BONUS: The purchaser maintains the rights to duplicate and distribute presentation content within their organization.

Group Session Package

$600

For Groups of <50

Customized Pricing Available for Groups of 50+

  • Initial 30-minute needs assessment call (2+ weeks before presentation).
  • Custom content development.
  • 30-minute content review and refinement (week of presentation).
  • Delivery of group presentation (45-60 minutes).
  • Optional: 20-minute complimentary, confidential consultations for attendees.