Financial Wellness Classes
THE TWO BIGGEST PRODUCTIVITY LOSSES FOR EMPLOYERS ARE EMPLOYEE FINANCIAL AND PHYSICAL DISTRESS
I help employers bring the gift of financial literacy to the workplace so they can help employees improve their financial wellbeing, be more productive and present while on the job, and reduce healthcare costs associated with financial stress.
LET'S FACE IT, NONE OF US WENT TO MONEY SCHOOL
Most families have fixed expenses that they expect to pay each month, leaving little wiggle room in their budget for unexpected expenses. A financial shock, such as a car repair or a loss of income from fluctuating work hours or a pay cut, makes stretching those dollars even more difficult - and American households are at the center of a struggle to achieve and maintain financial security.
This is the reason why financial literacy can be such a critical step toward bridging the gap between financial disaster and financial security and why YOU, as an employer, should help employees NOW.
WHY HOST A FINANCIAL WELLNESS CLASS?
LUNCH-N-LEARN STYLE CLASSES ARE EFFECTIVE
Most employees don't take the time, or have the wherewithal, to find financial resources or improve their financial literacy all on their own. Financial wellness classes increase knowledge, help reduce financial stress, and boost appreciation of your organization!
WE OFFER A VARIETY OF TOPICS
Personal finance isn't just personal and it isn't only about managing money. It's about understanding the root causes of why we make money decisions, how we manage money with and for others, and creating a healthy balance of spending and saving, while managing our credit and online identity.
WE MAKE IT EASY TO TALK ABOUT MONEY
Our approach is rooted in behavioral finance. We know and understand that people are - first and foremost - humans, with faults and fears, and irrational behaviors. We offer practical tips and tools, aligning mindset with actions - making learning about money fun, not boring!
AVAILABLE CLASSES
1
INTRO TO FINANCIAL WELLNESS
In this interactive workshop participants take a simple emotional money assessment to gain insights into how they view and use money. They'll also learn tips and techniques for overcoming financial stress and creating greater financial wellbeing. This comprehensive workshop touches on all the basics of financial literacy - from budgeting to dealing with debt, and saving and protecting their self and stuff.
2
BUDGETING BASICS WORKSHOP
Budgeting is about finding a balance between wants and needs: to prioritize value-based spending that helps participants reach their financial goals. Participants will learn how to spend and save purposefully and mindfully, through budgeting tools and techniques, then create their own budget during the workshop.
3
DEALING WITH DEBT
This session focuses on teaching participants how to get into the driver's seat with managing and reducing their debt (car loans, student loans, credit cards, mortgages), without asking them to share personal info. We offer tips, strategies, and resources to help participants manage their debt so it doesn't manage them.
4
MANAGING CREDIT & ONLINE IDENTITY
The more employees know about credit, the more power they have to handle it responsibly. This course focuses on diving deep into why credit is so important, using it wisely, how to build credit without breaking the bank, credit reports and FICO scores, and how to protect their online identity. This class is a great starting point to raise awareness, increase skills and knowledge related to personal finance, and to give employees helpful resources.
5
ALL ABOUT SAVING & PROTECTING
Good financial habits are built over time. Saving money for a specific goal (new home, car or college), or a future goal (retirement) requires small habits practiced daily. And protecting money is just as important - through the right insurance vehicles and monitoring for identity theft. In this course, participants will learn ways to save more, the types of insurance to have and how to protect their identity.
6
HOW TO LIVE FRUGALLY WITHOUT LOSING YOUR LUNCH
Living a frugal lifestyle is about mindset, not deprivation! In this class, employees will learn tips and tricks to make living frugally easy and fun and create powerful shifts in their money habits and mindset to build the perfect balance between spending and happiness.
7
DEALING WITH COLLEGE COSTS
In this class employees will learn how to deal with existing student loans and how to afford and save up for a child’s college education. We will review resources and strategies for paying off student loans, terms to know, timetables and estimates for college planning, and 7 things they may not know about 529 plans and financial student aid.
8
UNDERSTANDING YOUR MONEY STYLE
Most people have a complicated relationship with money, some of which can be self-defeating and self-destructive and lead to emotional distress, anxiety, and shame. In this class, we will identify the most common money personality traits and "disorders”, understand their root causes, and provide suggestions for how to address them to live a healthier financial life!
9
MANAGING MONEY WITH & FOR A LOVED ONE
Money is a minefield when it comes to managing it with or for someone else. In this class, employees will learn how to boost financial communications with a significant other, get them on board with mutual financial goals, and deal with differing financial habits. They will also get tips for how to help an aging parent manage their money and protect them against financial missteps such as scams or identity theft.
About Our Classes
We are not aligned with any product providers and have a non-solicitous approach. All classes are held virtually, as a 60-minute lunch-n-learn style session and include electronic worksheets and a raffle prize. Classes are $437 per session for up to 100 attendees. Class recordings available upon request for added charge.
WANT TO GIVE YOUR EMPLOYEES MORE INDIVIDUAL HELP?
GET YOUR TEAM STARTED WITH THE...
Grow Your Money Mojo
21-DAY ONLINE CHALLENGE
YOUR EMPLOYEES
Can Achieve Financial Wellness!
Money problems follow
employees to work.
But you can help them break the cycle of stress and worry by giving them access to the tools to change the way they think about, and handle, money forever.
Your employees hate feeling out of control with their money, yet they also don't know where to turn for help - this is where you can help!
LET'S TAKE YOUR EMPLOYEES FROM FINANCIALLY STRESSING...
TO FINANCIALLY THRIVING!
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This 21-Day challenge is full of actionable steps to help them confidently transform their approach to money and figure out what style of money management works best for them.
HOW THIS CHALLENGE WILL HELP YOUR EMPLOYEES
GAIN CONTROL OF THEIR MONEY
Starting immediately, employees will receive access to all 21 days of the challenge.
These short lessons will get them to start thinking differently about their approach to money and give them actionable steps to begin making progress in each area of their financial life.
Each lesson includes a video overview, accompanying audio version, and a worksheet to put what they learn into immediate action.
WEEK 1
This week is focused on helping participants understand why they make the money decisions they do, so they can start making wiser, healthier decisions going forward.
DAY 1: Getting Real About Money
DAY 2: Decide Your Destination
DAY 3: Challenge Yourself
DAY 4: Mastering Your Money Mentality
DAY 5: Get Rid of Limiting Beliefs
DAY 6: What's Your Financial Identity?
DAY 7: Buyer Beware!
WEEK 2
This week is focused on taking charge of the tactical aspects of money management: spending, budgeting, saving and debt management.
DAY 8: Inspiration & Accountability
DAY 9: Let's Talk Dollars & Sense
DAY 10: Get Real with Your Spending
DAY 11: Let Go of Your Budgeting Baggage
DAY 12: Psychology of Saving Up
DAY 13: Debt is More Than State of Money
DAY 14: Supercharge Your Savings
WEEK 3
This week is focused on creating a fab financial future through investing, protecting your financial identity, and planning for the unexpected.
DAY 15: Investing in You and Your Future
DAY 16: Getting Clear About Credit
DAY 17: Protecting Your Financial Identity
DAY 18: Peace of Mind Planning
DAY 19: Contingency Planning
DAY 20: Organizing Your Financial Life
DAY 21: Get a Happiness Boost
SIMPLE PRICING & IMPLEMENTATION
$1 Set-Up Fee Per Eligible Employee
$3 One-Time Fee Per Eligible Employee
EMPLOYEE MONEY STRESS IS IMPACTING YOUR BOTTOM LINE, EVERY DAY OF EVERY WEEK. NOW YOU CAN DO SOMETHING ABOUT IT!
Once you make the decision to help your employees gain control over their money mindset and spending habits, it's easy to get started! Simply click on the button below to schedule a planning call and we'll handle the rest!
We'll provide the promotional materials, a customized email with link to start the challenge, and reporting on who has completed it so you can provide your own incentives.