Employee Financial Wellness

Happy Employees
Perform Better

Financial stress is the #1 stressor for your employees β€” and it follows them to work. We fix that with workshops and coaching tailored to your team. The result? More focused employees, less turnover, and a culture people don't want to leave.

The Cost of Financial Stress at Work

Your employees are struggling β€” and it's affecting your bottom line.

7 in 10

Employees feel stressed about their financial situation

55%

Say financial stress directly impacts their work performance

2 in 3

Are considering leaving their job due to financial pressure

Offer financial wellness and you reduce that stress β€” directly impacting retention, focus, and performance.

How It Works

Workshops + Coaching,
Built Around Your Team

We don't do one-size-fits-all. You pick the topics that matter most to your employees, we design the program, deliver the workshops, and provide private 1-on-1 coaching β€” all under one ongoing contract.

πŸ“ž
STEP 01

Discovery Call

We learn about your team, your culture, and what your employees are dealing with. Free, no commitment.

🎨
STEP 02

Custom Program

We mix and match topics, set a schedule that works for your team, and send you a clear proposal.

πŸš€
STEP 03

We Deliver

Workshops, coaching, digital tools β€” we handle everything. You just watch your team thrive.

Mix & Match

Pick the Topics Your Team Needs

Every program is built from your selection. Choose from our workshop library and we'll sequence them into a curriculum that makes sense for your employees.

πŸ’°Making Sense of My Money
πŸ“ŠBuilding a Budget That Works
🏦Emergency Fund & Safety Net
πŸ’³Getting Out of Debt
πŸ“ˆInvesting Fundamentals
🏠Rent vs. Buy Decision
🎯Goal-Setting & Roadmapping
🧾Making Sense of Your Benefits
πŸ₯HSA, FSA & Benefits Optimization
🌱Financial Independence (FI)
🧠Money Mindset & Values
πŸš—Major Purchases & Life Events

Don't see what you need? We build custom topics too.

πŸ“… Let's Build Your Program
😊

Happier Employees

Less financial stress means more mental bandwidth for work β€” and a better day-to-day experience.

πŸ“‰

Lower Turnover

Employees who feel supported financially are far less likely to job-hop for a raise.

πŸ“ˆ

Better Performance

Financially stable employees focus more, show up more, and contribute more to your bottom line.

See Us in Action

Real Workshops. Real Energy.

Watch us lead a live workshop β€” this is what your employees would experience.

Making Sense of My Money β€” Part 1
β–Ά
Watch Video

Making Sense of My Money β€” Part 1

Medora West & Valeria Fournet

Making Sense of My Money β€” Part 2
β–Ά
Watch Video

Making Sense of My Money β€” Part 2

Medora West & Valeria Fournet

Making Sense of My Money β€” Part 3
β–Ά
Watch Video

Making Sense of My Money β€” Part 3

Medora West & Valeria Fournet

What People Say

β˜…β˜…β˜…β˜…β˜…

β€œTheir approach is not just about finances…it's about understanding your relationship with money and how your personal history shapes it.”

β€” Ashraf Farassati

CEO of Travel Through Trauma

β˜…β˜…β˜…β˜…β˜…

β€œFinancial presentations can be dry and hard to follow, not with Medora and Val! They made the content easy to understand and the class engaging!”

β€” LAUNCH Workshop Attendee

LAUNCH

β˜…β˜…β˜…β˜…β˜…

β€œThe course was awesome! I've done financial literacy classes before and I still learned a lot!”

β€” Workshop Participant

Roper Young Professionals Network

Ready to Invest in Your Team?

Start with a free 30-minute discovery call. We'll learn about your company, share what a program could look like, and send you a custom proposal β€” no commitment required.