We believe everyone can benefit from a solid financial education. We work with small business owners to provide them and their employees with the resources they need to meet their financial goals through small group workshops and one-on-one financial coaching.
Why Choose Us?
- We are committed to continuing education
- We believe in not only educating you and your employees, but also ourselves. We get to know you and your industry while staying on top of current financial news and updates.
- We offer individual solutions
- Each coaching session focuses on the individual or couple we meet with. There is no one-size-fits-all solution when it comes to personal finance.
- We provide positive financial outcomes
- We help employees reduce the stress and anxiety surrounding their personal finances, resulting in better job performance and overall employee well-being.
What Do We Offer?
- Small Group Workshops
- For Owners & Employees
- One Day, 6-Hour Hands-on Learning for up to 20 Employees Per Class
- Workshops Start at $800 for 10 people; Additional $50 per person for 11-20 people
- 1 -1 Financial Coaching
- For Employees & Their Spouses/Partners
- One Hour Sessions
- One Session Included With a Small Group Workshop
- Financial Education Packages
- One Small Group Workshop for Owner(s) & All Employees Two Times a Year
- Up To Two 1 – 1 Financial Coaching Sessions per Month per Employee
- Ongoing Support via Email for All Employees
- Financial Education Packages Start at $150 per Employee per Month
