for when financial stress rises and cookie cutter solutions don't work
Micro-businesses and non-profit organizations don't always have the resources for an employee benefits plan. On top of that, inflation and a consumer culture is eating away everyone's paycheck which adds stress and discontentment when bonuses and pay raises just aren't possible. When jobs are plenty and great workers are few, it makes it hard to retain great people when the larger competition is offering so many extras. A company who cares about workers and makes them feel valued is often what keeps those precious people around.
believe employers have a responsibility to help employees improve their financial well-being
Source: 2022 Purchasing Power Harris Poll Survey Report
financially stressed employees are twice as likely to look for a new job
Source: 2022 PwC employee financial wellness survey
of financially stressed employees would move to a company that cares about their financial health
Source: 2022 PwC employee financial wellness survey
Implementing and running a high-quality financial wellness program is a very cost-effective way to help your people refocus, gain control, and make a plan so their existing paycheck not only covers their bills - it also has some leftovers. In fact, when they learn to master money, it will feel like they got at 15% raise!
A holistic financial wellness program can be implemented seamlessly and easily using our experience and access to extensive resources.
Our programs help your people to:
…and so much more
Trying to understand money and finances can be confusing and emotional. Our financial workshops are designed to deliver complex concepts in an easy to understand way, free from jargon.
We have taught financial literacy for many years, developed our own courses, have done extensive training, provide industry-leading programs and resources, and have a strong network of international colleagues supporting us. We also know that money is only the visible part — there is a lot more going on than unplanned spending.
We provide industry-leading proprietary tools and resources that allow our clients to move quickly past basic budget and debt reduction conversations to strategic coaching that results in sustainable and transformational growth.
We are not licensed for and DO NOT give legal, accounting, or investment advice, nor do we sell any financial or insurance products. We don't earn any commissions nor do we receive any monetary gain for referrals to licensed professionals in these areas.
We pride ourselves on delivering informative, engaging presentations which are interactive and really get people motivated. Our material has been approved by pastors, specialists, and industry-leading financial coaches.
Every program has visuals, handouts, interaction, opportunities to ask questions, and encouragement to dig deeper into the topic.
Better Priorities | Wiser Decisions | Clearer Communication
have proactive spending plans within 2 months
report peace within 30 days
report stronger relationships after 3 months
We have an unbiased, refreshing approach to financial coaching that does not involve selling our clients insurance, investments, or any other financial products. In fact, we aren't licensed to sell any of them.
We will explain financial tools, help clients understand their options, help them know what questions to ask, and how to choose the right person to help them so they are empowered with everything they need to make a confident decision.
We do have several resources, including online courses, education programs, and master classes that can be used to enhance the coaching process, as well as coaching specialists that can be called in for unique situations. These may include an additional charge.
Our programs are always customized.
We have some proprietary framework and tend to use resources that have proven to be effective. the key Our financial wellness programs are modular so we will work with you to adapt our concepts, principles, action items, and resources to the unique needs of your team and organization.
How people work with money is as unique as their financial situation and goals. Books, courses, and ‘self-help’ programs can work, but what we’ve found is that you can’t put individuals and their unique relationships with money into a box.
While we have a proven proprietary coaching system, instead of funneling our clients into a black-and-white set of steps, we customize coaching to individuals in a judgment-free atmosphere.
We start by guiding the client towards defining wealth and happiness (Refocus). The coach then injects tools and accountability to help them follow through (Gain Control). Then, the client creates a long-term, sustainable plan for success (Set a Plan). The next step is the most fun as clients experience reaching their financial sweet spot (Build Capacity).
It’s important to remember that results vary by participant and the effort they put in. Every person has unique objectives, personal definitions of success, and specific obstacles they are trying to overcome financially. We believe that it’s far more useful to focus on building a strong foundation when it comes to mindset, behavior, and habits, to ensure consistent, sustainable results.
However, most of our clients begin feeling a sense of ‘peace’ right from their first interaction, experience improvement in their relationships and sleep within 45 days, and report improved psychological well-being after working with us.
And while it varies from person to person, clients who fully implement the program have reported an improvement of over $600 in cash flow per month, and 94% have an emergency fund established within 45 days.
We don’t believe in quick fixes and band-aids that temporarily solve financial problems but do nothing for our clients in the long run.
By addressing the root of their relationship with money, we support them as they build solid money habits, strengthen their relationships with their loved ones, and embark on the path to a sustainable financial future.
Program costs vary depending on what you want and the budget available. We are happy to talk numbers after we meet for a Discovery Call. If you'd like to move forward, we'll hold a more in-depth consultation to drill down specifics and write up a proposal defining exactly what you want and the financial investment involved.
Private sessions are completely confidential.
Group sessions are harder to control given there are other people involved. Participants never have to share anything they don't want to. When personal numbers are being looked at, we discuss general concepts as a group and only look at personal numbers when the participant asks for help.
We do not collect any personal data (such as social security numbers, bank account info, etc). We do not share contact information with any outside agency, vendor, or partner.
We believe our clients need to feel safe in their coaching relationship and we’ll do everything we can to make them feel comfortable.
Everything we do starts with a Discovery Call.
Let's have a conversation! There's no commitment required.
If during your Discovery Call, it's determined we're a good fit, we will set up a time for an in-depth consultation to drill down specifics. After the consultation, we will create a proposal which you can review and take to key people in your leadership to get their input. When you're ready to go, just let us know.
90 minutes
sent within 1 week
agreement & invoice sent
The Accountable Network, an industry leader since 2009, brings together the top coaches trained by Coach Connections, LLC to collaborate and serve you.
You have the opportunity to benefit from this large team of the best financial coaches in the world which gives you an endless resource of knowledge and expertise to help you navigate anything your congregation can throw at you.
Using the proprietary tools and resources available through the Accountable Network will allow your congregation to move quickly past basic budget and debt reduction conversations to strategic biblical-based stewardship that results in sustainable and transformational growth.
Check out their Blog Posts:
What is a Financial Coach?
How to Support Employees with a Holistic Financial Wellness Program