Workplace Financial Wellness

More than 60% of workers say financial stress impacts their focus at work. I help organizations like yours support employee well-being through confidential financial coaching and group education, designed for real-life decisions—paying off debt, managing caregiving, building savings, and more.

(All sessions are available virtually or on-site.)

• One 60-minute session for up to 30 employees
• Topics: Budgeting, Credit, Debt Payoff, or Smart Money Moves for Parents
• Includes follow-up PDF resource and group Q&A

• 4 weekly coaching sessions for groups of 10–15
• Includes session recordings + custom financial planning tools
• Optional add-on: Individual 1:1 coaching at $200 per session

• Bi-weekly workshops (live or virtual)
• Up to 20 one-on-one sessions per month included
• Quarterly reporting on utilization & outcomes
• Custom email support line for staff

✔ Financially secure employees are 7x more likely to be engaged (PwC)
✔ Helps reduce absenteeism and turnover (ADP)
✔ Especially valuable for caregivers and staff navigating debt or transitions (Yahoo!Finance)