We believe that getting good with your money is all about getting good with your life
How we help
We help organizations make the most of the benefits they offer through a combination of in-person, online, and asynchronous education that breaks down the world of personal finance into personalized action-oriented steps that fit directly into your organization’s offerings.
- Financial Education Workshops
Smart employers know that a comprehensive benefits package is an asset in recruiting and retaining a talented and diverse workforce. Yet the average team member’s knowledge of personal financial management is extraordinarily low. Team members fail to understand and use benefits because they don’t have a clear picture of their own personal finances. We provide high-energy workshops that give employees a full picture of personal finance, so they can select benefits that let them thrive.
Most importantly, we provide a clear link between knowledge and specific actions they can take to reduce debt, maximize savings, enjoy life now, and provide financial security for the future, so they can start taking life-changing steps right away. While our workshops are comprehensive and truly change participants’ lives, a clear link to specific organizational resources is essential for long-term success. Before each workshop, we work with the benefits, human resources, and leadership teams to evaluate common questions and current resources, so actionable steps are readily transparent.
- Financial Learning Management
We provide tailored learning resources to organizations of all sizes to support employees’ decision-making when selecting benefits, making elections, and finally making sense of money management.
We can:
- Build you a digital resource library
- Create a strategy for getting “how to” items to your organization
- Create scripts and how-to videos, infographics, dashboards, and one-pagers on financial management relevant to your organization
- Provide and customize videos on personal finance
- Create messaging and communications
We provide compassionate expertise that energizes and encourages meaningful action around money. We’d love to help your organization thrive.