Providing Financial Wellness Solutions

Are your employees money smart?

You care about your employees...

You treat them well, offer benefits and competitive pay, and wish you could pay them more.

But when you can’t, there IS something you can do that will have a HUGE impact on their day-to-day lives and their futures – that will reduce stress and provide hope.

Give your employees the benefit of financial education! them relieve financial stress!

Money frequently ranks as the leading cause of stress in the United States.

When employees stay up at night worrying about their personal finances, they come to work fatigued and unable to focus.

Absenteeism and turnover increase. Businesses lose billions every year.

We can help!

We can help your employees begin to master their money with compassion and without judgement, relieving financial stress!

Workplace Money Smarts offers:

Financial Wellness Workshops

1-1 Money Coaching for Your Employees

Customized Employee Programs

In-person or online trainings focus on:

  • Aligning spending with goals and values
  • Basic principles of money management
  • Budgeting
  • Debt pay-down
  • Credit
  • Relationships and money
  • and more …

Individual coaching sessions for employees to:

  • Get a clear picture of their financial situation
  • Create an easy-to-use budget 
  • Make customized debt pay-down and savings plans
  • Implement money management systems that work for their lives … and more

What are your group’s particular needs?

  • Learning about and enrolling in the retirement plan you offer?
  • Struggling with always-changing income?
  • Feeling the crush of student or consumer debt?
  • We can create programs to address your needs and concerns

We empower your employees to reduce stress in their lives – and, ultimately, to be happier and more productive – by taking control of their money.

Workplace Money Smarts is brought to you by:

Debra Jacobs

Caroleen Verly

Workplace Money Smarts was born out of a shared desire to help more people achieve financial wellness.