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.

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The Stats

Did You Know...

76% of Americans are living paycheck to paycheck

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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 other).

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

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

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

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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. 

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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.