Services

As a small business owner committed to the health and well-being of your staff, you’re looking for affordable ways to make a difference in their lives. We can help! With empathy and encouragement – and without judgment – we’ll work with your employees to change their relationship with their money. Our programs are flexible, accommodating to your needs, and fun!

Financial Wellness Workshops

Our workshops cover foundational money skills such as budgeting, debt pay down, and savings plans, as well as deeper topics such as aligning your values and your spending, addressing money and relationships, and how to talk to your kids about money. 

Individualized Coaching

In addition to group workshops, we also offer packages of 1:1 coaching sessions for employees. Offer your employees the opportunity to work 1:1 with our financial coaches for individualized coaching support.

Custom Packages

Sometimes our standard offerings are not the right fit for your business. We can develop a customized financial wellness workshop or design other customized solutions to best fit your needs. Please contact us to discuss these options further.

Interactive

Your program was wonderful! I loved how it was interactive even though you were on Zoom, and people were writing notes the entire time. We received great feedback.
- G.S.

Your program was wonderful! I loved how it was interactive even though you were on Zoom, and people were writing notes the entire time. We received great feedback.
- G.S.

Your program was wonderful! I loved how it was interactive even though you were on Zoom, and people were writing notes the entire time. We received great feedback.
- G.S.

Women's Group

Thank you so much for giving the Financial Wellness 101 talk to our women's group. It was very informative and interesting. You are a really great presenter and I look forward to having you present something for this same group again. Thank you again!
- S.L.

Thank you so much for giving the Financial Wellness 101 talk to our women's group. It was very informative and interesting. You are a really great presenter and I look forward to having you present something for this same group again. Thank you again!
- S.L.

Thank you so much for giving the Financial Wellness 101 talk to our women's group. It was very informative and interesting. You are a really great presenter and I look forward to having you present something for this same group again. Thank you again!
- S.L.

Needed Info

The presentation was fantastic! It's SUCH desperately needed information!
- M.K.

The presentation was fantastic! It's SUCH desperately needed information!
- M.K.

The presentation was fantastic! It's SUCH desperately needed information!
- M.K.

PNWBD

PNWBD LOVED your presentation! Thank you so much!
- S.H.

PNWBD LOVED your presentation! Thank you so much!
- S.H.

PNWBD LOVED your presentation! Thank you so much!
- S.H.

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