Personal Financial Wellness
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Corporate Financial Wellness

© 2018-2020 Shake Your Money Tree

HOST A CLASS

Are you a business or local organization who knows your people might be struggling financially, and want to help?

Let's face it - none of us went to money school.

We're lucky if we learned how to balance a checkbook, let alone basic financial literacy. And we're just expected to know how to manage our money!?

Why host a financial wellness educational event?

  • It’s effective. Reduced financial stress helps increase productivity.

  • It’s positive. Boost appreciation for your company or organization.

  • It’s simple. We take care of setting up the classes, and any follow-up questions can be directed toward us.

 

We make it easy to talk about money!

Our approach is rooted in behavioral finance: in essence, knowing and understanding 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!

We offer a variety of topics as 60-minute interactive sessions. You can elect to offer just one session, or a series designed to take a deeper dive.

Together let's help your people improve their financial wellbeing - they'll love you for it!

AVAILABLE CLASSES

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 the basics of financial literacy - from budgeting to dealing with debt, and saving and protecting their financial wellbeing.

BUDGETING BASICS

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.

DEALING WTH DEBT

This session instead 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. 

MANAGING CREDIT

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 much more. This class is a great starting point to raise awareness, increase skills and knowledge related to personal finance, and to give employees helpful resources.

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.

THREE WAYS TO ENGAGE

OUR EXPERTISE

We are not aligned with any product providers and have a non-solicitous approach.

NOTES:

  • Onsite classes are designed for up to 50 people and can include virtual attendees, based on available technology. Inquire for costs of larger groups.

  • Travel expenses excluded for sites outside of Southern California.

  • We are not aligned with any product providers and have a non-solicitous approach.

1

NEEDS EVALUATION

  • Assess gaps in coverage available to employees

  • Perform Employee Assessment to include: identification of current financial literacy levels, group financial health assessment (with scoring and benchmarking), and a needs and interests survey

  • Develop full financial wellness strategy

2

WORKSITE CLASSES

  • One-hour onsite sessions

  • Booked as a single class or a series of classes

  • Instructor stays for questions after the class and provides email for private follow-up by students

  • All classes include handouts, fun treats, and a raffle prize

3

COACHING

  • Virtual or onsite one-on-one private coaching available 

  • 20 or 30-minute sessions per participant

  • Scheduled at their convenience

  • No selling of products or vendor solutions

 

ORGANIZATIONAL FINANCIAL CONSULTATION

Not sure how to get started?
 
Improving the financial wellbeing of your workforce can drastically increase productivity, while decreasing turnover, dissatisfaction, absenteeism, and presenteeism.
 
If you want to explore how your organization can offer financial literacy education to your employees, without breaking the bank, reach out to book a discovery call to discuss your options.