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Workplace Financial Wellness

Equip & empower your employees to gain control over their finances.

Similar to subsidizing or paying for gym memberships, there are real benefits to investing in the financial health and wellness of your employees or the clients you are providing service to.

Did You Know...

76% of Americans are living paycheck to paycheck

When asked what causes them the most stress in their lives, more employees say financial matters than those who answer with any other life stressor combined. (this included work, relationships, health concerns, and others).

49% of employees report spending more than three hours at work dealing with personal financial issues. 

78% of employees would be attracted to another company that cares more about financial well-being

58% of employees have less than $1,000 saved for unexpected emergencies.

The Program

How We Can Help...

My signature Money Battle Plan training program is what organizations looking to invest in the financial well-being of their employees need. This customizable program educates others on how to get organized, set spending priorities, attack debt, save with purpose, and maximize income. 

While serving as an Accredited Financial Counselor and Educator, I have helped over 100 individuals and families begin their journey to financial freedom by showing them how to create an action plan that equips them to regain control over their finances and set future life goals. 


Program offerings include large & small group workshops and/or one-on-one coaching, throughout civilian, military and veteran service organizations. 

Get  Started

If you’re ready to reduce employee financial stress, while increasing productivity, Schedule a FREE 30-Minute Consultation today so that we can develop a

Money Battle Plan together.

Why Partner with Dr. Ann?

Employee Benefits

Reduced financial anxiety    

Increased self-control & confidence 

Set priorities & goals 

Get strategies & resources they can use right away 

Learn to maximize income & save for the future

Employer Benefits



Decreased stress-related expenses   

Empower your employees

Increased productivity

Boost employee morale

Here's How It Works

Step 1.

Schedule A Call

Step 2.

Develop A Customized 

Money Battle Plan

Step 3.

Execute The Plan Together

See whom we've worked with

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