Business Offerings

Employee FINANCIAL WELLNESS

Personal Finance 101 - Employee Education Benefit

Perfect For: Organizations wanting to provide personal finance education and improve employee financial literacy

45-minute presentation + 15-minute Q&A


    • (10% discount if purchased with employee coaching)


INDIVIDUAL EMPLOYEE COACHING - Employee Empowerment Benefit

Perfect For: Organizations that want to change the course of their employee's life by providing 1-1 tactical financial support

50-minute goal-setting meeting per employee + financial plan emailed to the employee, ongoing email support, monthly office hours

    • 5 employee minimum
    • Discount provide for upfront payment