Employee Financial Wellness

Happy Employees
Perform Better

Financial stress is the #1 stressor for your employees — 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 — 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 — 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 — all under one ongoing contract.

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.

STEP 03

We Deliver

Workshops, coaching, digital tools — 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.

Making Sense of My Money
Building a Budget That Works
Emergency Fund & Safety Net
Getting Out of Debt
Investing Fundamentals
Rent vs. Buy Decision
Goal-Setting & Roadmapping
Making Sense of Your Benefits
HSA, FSA & Benefits Optimization
Financial Independence (FI)
Money Mindset & Values
Major Purchases & Life Events

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

Let's Build Your Program

Happier Employees

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

Lower Turnover

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

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 — this is what your employees would experience.

Making Sense of My Money — Part 1
▶
Watch Video

Making Sense of My Money — Part 1

Medora West & Valeria Fournet

Making Sense of My Money — Part 2
▶
Watch Video

Making Sense of My Money — Part 2

Medora West & Valeria Fournet

Making Sense of My Money — Part 3
▶
Watch Video

Making Sense of My Money — Part 3

Medora West & Valeria Fournet

What People Say

★★★★★

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

— Ashraf Farassati

CEO of Travel Through Trauma

★★★★★

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

— LAUNCH Workshop Attendee

LAUNCH

★★★★★

“The course was awesome! I've done financial literacy classes before and I still learned a lot!”

— 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 — no commitment required.