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Give your employees financial peace of mind
Give your employees financial peace of mind
I've partnered with Daria Stellwag from Daria's Budgeting Center to provide a comprehensive Corporate Financial Wellness Program offering.
I've partnered with Daria Stellwag from Daria's Budgeting Center to provide a comprehensive Corporate Financial Wellness Program offering.
Our Corporate Financial Wellness Coaching program lays the foundation for your employees learning about their money and creating and maintaining a proper budget.
Our Corporate Financial Wellness Coaching program lays the foundation for your employees learning about their money and creating and maintaining a proper budget.
Currently, only 32% of Americans use a monthly budget. Yet, having a budget in place is key to reducing financial stress, paying off debt, creating a savings safety net and improving productivity in the workplace.
Currently, only 32% of Americans use a monthly budget. Yet, having a budget in place is key to reducing financial stress, paying off debt, creating a savings safety net and improving productivity in the workplace.
Our program focuses on an intuitive, functional and predictive budgeting system. Other programs force feed participants information about retirement and investing. They ignore the day-to-day financial struggles your employees are facing now.
Our program focuses on an intuitive, functional and predictive budgeting system. Other programs force feed participants information about retirement and investing. They ignore the day-to-day financial struggles your employees are facing now.
We take an innovative, goal-focused approach to budgeting and financial wellness that will leave your employees feeling empowered and in control.
We take an innovative, goal-focused approach to budgeting and financial wellness that will leave your employees feeling empowered and in control.
We partner with you to deliver a plan that works for your employees
We partner with you to deliver a plan that works for your employees
We work with you to schedule an employee financial workshop that covers the basics of personal financial health and works to your schedule.
We work with you to schedule an employee financial workshop that covers the basics of personal financial health and works to your schedule.
Sessions are based on your company schedule.
Sessions are based on your company schedule.
A Financial Stress Assessment for your organization is then performed to build a baseline understanding of the financial stress that is impacting your employees and the effect on your business.
A Financial Stress Assessment for your organization is then performed to build a baseline understanding of the financial stress that is impacting your employees and the effect on your business.
This foundational survey helps you determine the impact your employee's finances have on their sense of financial peace of mind, and how many work hours they are dealing with personal financial issues during the work week, and how much it is costing you in lost productivity.
This foundational survey helps you determine the impact your employee's finances have on their sense of financial peace of mind, and how many work hours they are dealing with personal financial issues during the work week, and how much it is costing you in lost productivity.
We then build a roadmap for your company to help your employee's build better, healthier money habits.
We then build a roadmap for your company to help your employee's build better, healthier money habits.
We design this roadmap to help your employees in the areas they need the most guidance. Custom made to address to the issues your employees need, as well as fit your budget.
We design this roadmap to help your employees in the areas they need the most guidance. Custom made to address to the issues your employees need, as well as fit your budget.
Employee benefits
Employee benefits
Get tools and techniques that can start using immediately.
Learn an efficient, new way of budgeting.
Reduced financial stress.
Set financial goals with a purpose.
Leave with a plan to pay off debt and save for the future.
Employer benefits
Employer benefits
Improved employee morale.
Improved productivity.
Reduced stress-related expenses.
Empower your employees.
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