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Personal Financial Wellness
Corporate Financial Wellness

© 2018-2019 Shake Your Money Tree

CREATING A FINANCIAL WELLNESS STRATEGY

First, let’s get real. There is no single solution that fits every person’s needs.  How do you cut through the clutter and figure out the right solution, for the right situation, at the right time?

Part 3 in this 3-part video series walks you through how to create a strategy that works, how to measure success, and steps you can take to bring the gift of financial literacy to your organization - without breaking the bank or taking up a lot of your time.

INSIGHTS INTO THE EMPLOYEE MINDSET

Let's play the Financial Wheel of Life... no matter how much you pay your employees, chances are, they're living paycheck to paycheck, but just what are they spending their paychecks on? And if you do want to bring financial literacy to your workplace, what does that look like?

Part 2 in this 3-part video series gets inside the mind of your employees to see where their financial worries stem from and provides guidance on just what financial wellness even is.

EMPLOYEE FINANCIAL STRESS IS IMPACTING YOUR COMPANY

The evidence is clear: people are experiencing increased financial pressures, mounting debt, and reduced savings. And because money is so personal, you may not even realize they have issues until it's too late.

Part 1 in this 3-part video series tackles the need for financial wellness in the workplace, and how employee financial stress is negatively impacting your company's bottom line.