Corporate Wellness Financial Coaching

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Our Corporate Wellness Financial Coaching program helps your employees understand their money and build and maintain a proper budget. With only 32% of Americans using a monthly budget, it's no surprise that budgeting is crucial for reducing financial stress, paying off debt, building a savings safety net, and boosting workplace productivity.

Unlike other programs that focus solely on retirement and investing, we address the day-to-day financial challenges your employees face. Our program emphasizes an intuitive, functional, and predictive budgeting system.

We take an innovative, goal-focused approach to budgeting and financial wellness that leaves your employees feeling empowered and in control.

We collaborate with you to schedule an employee financial workshop that covers the basics of personal financial health while fitting your schedule. Following the workshop, we conduct a Financial Stress Assessment for your organization to establish a baseline understanding of the financial stress impacting your employees and your business.

This foundational survey reveals how your employees' finances affect their peace of mind, how many work hours they spend dealing with personal financial issues, and the cost to your company in lost productivity. Based on these insights, we create a customized roadmap to help your employees build healthier money habits, focusing on the areas where they need the most guidance—all within your budget.