Employee Financial Wellness Program
You’ve worked hard to build your business and have a workforce that furthers your mission. Let’s face it, your employees aren’t machines. They have their own lives with anxieties and stresses that inhibit efficiency. Their financial difficulties hurt your bottom line. That’s where my employee financial wellness program can help.

How an Employee Financial Wellness Program Can Help
An employee financial wellness program differs from a 401(k) in key ways. A retirement plan helps build a long-term nest egg, it does not address the financial challenges employees face in their daily lives.
A financial wellness program helps them take control of their finances. This program is a way to empower your workforce to make better financial decisions every day and to achieve financial freedom.
Your employees will receive detailed guidance in foundational financial literacy and behavior modification from an experienced financial coach.
Book Your Financial Wellness Program Consultation
What’s in the Program
My program has three main components: a financial stress survey, workshops, and individual financial coaching.
Workforce Survey
An anonymous questionnaire will help me understand how financial stress is affecting employees’ productivity. The survey will have a before and after component. Overall scores will be compared after completing the other aspects of the wellness program. Odds are you’ll be surprised just how much profit you’re missing out on due to employee financial stress.
Workshops
These interactive presentations cover personal finance in a comprehensive and relatable manner. Topics include spending plans, paying off debt, insurance, retirement planning, paying for college, and more. Workshops can encompass my standard presentations or be customized to your workforce’s unique needs.
Individual Financial Coaching
This will make the biggest difference for your workforce. Your employees work with me in private to create the structure for success. These sessions provided in conjunction with the workshops can equip your workforce to make good financial decisions. Your employees can continue working with me after the wellness sessions for greater impact in their personal lives.
Program Benefits for You as a Business Owner
Imagine never having another employee ask for a cash advance on their pay, taking out a 401(k) loan, or cash out their 401(k) early to pay the bills. My employee financial wellness program offers you that solution.
Investment in the wellness of your workforce, you will accomplish the following;
- Show your employees that you care about each of them. All of your employes have their own hopes, dreams, struggles, and obstacles. Offering them a means of handling their incomes effectively, show them that you want their family to be completely well. In turn, your employees will care for your business in the same manner you have taken care of them.
- Foster a more involved and productive workplace culture. Your business will become far more profitable, having fewer stressed employees with fewer sick days taken. When employees come to work, they are more engaged and have the capacity to take on new projects. Witch translates to more revenues coming in. Their success at home equals success for your business.
- Attract and retain talent. Compensation alone is no longer sufficient to have the best workforce. Employees want to know they are truly valued. Having an employee financial wellness program offers a benefit that incorporates more than just income, but also the guidance to use it effectively.
Free Your Workforce from Financial Stress
Don’t allow employee financial stress to weigh down your profitability. Help them become financially well by providing my program as an employment benefit.
By investing in your employees with this financial wellness program, you will see your workforce become more confident, engaged, and productive.
Book your free Wellness Program Consultation
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What Does Pricing Look Like?

Pricing depends on your specific situation. Think of it like taking your car to the body shop after an accident. They can’t determine the repair cost without first inspecting the car. That same principle applies to a coaching. Each person’s situation is different, and their needs are as well.
Some may need spending plan help, while others may have overwhelming debt and feel hopeless. My coaching fees depend on what you need and your personal financial situation. This is the purpose of the Initial Consult: to do that review and to know what the proper course of action.
As I make clear in my mission statement, my goal is to help you become independent. I have to do my part to ensure that you will be able to stay on course without continually needing my help.
As a coach, it’s my responsibility to help you be the hero of your story, not me.
No matter how miserable your situation may look today, there is hope for tomorrow. My financial coaching services can be applied to a wide variety of situations. I will help you see that the future doesn’t have to look as dark as it might today.