One of the greatest ways to improve the quality of your life is to improve the quality of your money

Have Emily Speak At Your Next Event:

Our company facilitates financial wellness programming through keynote speaking, workshops, webinars and educational conference sessions

Video Credit: Greater Brands & Market Like A Mogul Live

 WAYS WE WORK WITH ORGANIZATIONS

Signature Talk:

The One Thing You Need to Feel Better About Your Money:

It’s Not a Budget, It’s Clarity

This talk can facilitated as 45-60 minute conference educational session or workshop or small employee group at your location. Session abstract below:

In a world often fraught with financial anxiety, individuals seek peace of mind and confidence in their financial decisions. This presentation delves into the crucial concept of financial clarity as the ultimate catalyst for improved money management and well-being. Dispelling the conventional notion of making more money or budgeting, we explore how gaining clarity about your current financial position, spending patterns, and future aspirations empowers individuals to make informed choices and conquer financial challenges with confidence. Attendees will discover how adopting clarity as the cornerstone of their financial strategy can pave the way towards a more secure financial future.

Audience Members will:

  • Understand the importance of financial clarity

  • Recognize the role of clarity driven financial strategies in improving financial wellbeing

  • Demonstration of three clarity driven strategies that learners can apply immediately

The goal of this talk is to encourage audience members to take action towards greater financial strength and nudge them to get on the path to financial success. Audience participation, engagement and sharing of personal insights is encouraged throughout the presentation.

Corporate Financial Wellness Programming

Employee Benefit

Our company partners with Employers to facilitate financial wellness programming as an employee benefit.

Worksite financial wellness is here to stay and unfortunately most corporate financial wellness is future focused (i.e. retirement and insurance). Most employers offer support for retirement planning and even resources to support employee insurance needs but very few offer support for employees to make impactful change to their day-to-day financial circumstances today.

  • 166 million Americans are living paycheck to paycheck on a razor thin budget (64%) - per Lending Club survey Jan 2023

  • 73% of Americans rank finances as the number 1 stress in their life, 80%+ of Gen Z’ers & Millennials - per Credit Wise survey Dec 2022

  • 60% of respondents to the 2018 National Financial Capability Study indicated feeling anxiety from personal finances before the pandemic

Major factors contributing to high levels of financial anxiety and stress include:

  • Lack of assets and insufficient income

  • High levels of consumer and student loan debt

  • Money Management challenges and

  • Low financial literacy

Some of your employees are in these numbers and they are likely suffering in silence.

Financial wellness and mental health are closely related, when a person feels out of control financially, adverse behavior may begin to impact other areas of their lives, including their work life. Financial wellbeing is achieved when people are in control of their money and their lives. Our financial wellness programming provides support that helps your employees create a greater sense of financial wellbeing. We help companies foster a culture of financial wellness and the support to help their workforce better manage their money during critical economic times.

Here’s the good news. Financial wellness solutions can be implemented as simple as bringing a finance professional into your workplace (or virtually) to speak with your employees about budgeting and saving for a one time speaking engagement; hosting employee engagement activities during Financial Literacy Month (April) or Financial Wellness Month (January) could be an example of this.

More elaborate financial wellness solutions could include offering recurring monthly or quarterly workshops and/or one on one on site financial coaching sessions to help individuals cope with anxiety and stress stemming from their financial situation. In addition, establishing a Financial Wellness Center as a go to reservoir of financial literacy resources could also be a way to implement a financial wellness solution in your workplace. Regardless, how you choose to implement financial wellness solutions, your work force will benefit in a way that:

  • Increases employee engagement and morale

  • Enhances company culture because it let’s employees know you care about their wellbeing

  • Improves their experience as an employee at your company

  • Increases productivity as well as decreased absenteeism and turnover

Both employers and employees win, when financial wellness solutions are implemented in the workplace. Our company can tailor solutions to your exact needs and budget.

Our signature Corporate Financial Wellness Program, Expand Your Paycheck Possibilities, is a 5 session workshop series designed to awaken employees to additional possibilities of their paycheck when they build more financial confidence and gain control of their monthly cashflow.

Below are a few additional ways we can partner together to implement financial wellness solutions for your company.

  • Keynote Speeches

  • On-Demand Licensed Financial Education Programs

  • Live & Virtual Workshops & Training Programs

  • On Site One-on-One Financial Coaching

  • Distribute Financial Literacy Materials & Newsletters

We focus on the day to day management of personal finances, we do not provide advice related to investments, taxes or insurance, nor do we sell any financial products.

Our workshops and presentations are fun, relevant, in depth and engaging. We would love to support you in bringing financial education and support to your workforce as an employee benefit, please click the ‘Schedule a Strategy Call’ button below to begin the conversation.