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Create A Culture That Retains Excellent People

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.

72%

believe employers have a responsibility to help employees improve their financial well-being

Source: 2022 Purchasing Power Harris Poll Survey Report

2X

financially stressed employees are twice as likely to look for a new job

Source: 2022 PwC employee financial wellness survey

Financially stressed Millennials and Gen Zers

76%

of financially stressed employees would move to a company that cares about their financial health

Source: 2022 PwC employee financial wellness survey

Why Us?

We Keep it Simple

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 Are Experts

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 Have Resources

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 Don't Sell

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 are Engaging

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.

We Provide Tools

Every program has visuals, handouts, interaction, opportunities to ask questions, and encouragement to dig deeper into the topic.

What Are You Looking For?

While our programs are customized to your organization and leadership needs, they can be tailored to large groups, small groups, or can be private sessions for families, individuals or couples. Sessions can be run online, offline, or in a hybrid format based on need, timing, and location. If you have a large number of people or there is a unique situation requiring a specialized coach, we can partner with any of the experts in our international, trained network of coaches and professionals.

Being flexible allow us to serve the unique needs of your organization and meet people where they are at. The topics below are ones we have refined over the years as well as some of the favorites we have access to through our networks.

note: multi-generation is appropriate for anyone over the age of 16 and can be run with a mixed group

The emerging generation has a lot on their plates and a lot of not so great money ideas in their face. Equip youth and young adults with a holistic overview of how money works and how to make it work for them.

Discover why and how a spending plan gets you where you want to go. Rather than regretting what happened or focusing on the past, this workshop allows you to look ahead and be proactive with your next steps.

Communicating about money is emotional. It's not just dollars and math. It's your dreams, hopes, fears, and beliefs showing up in how you use it. To make things worse, different personalities communicate about money differently so every money conversation will need this wisdom.

You want to leave your loved one's a gift by sharing your last wishes and providing a kit for important information and instructions. The legacy kit will allow your loved one's to focus on celebrating memories versus scrambling to find information and being frustrated while dealing with their grief.

There is a direct correlation between your success with this concept and how wealthy you become. This is the single most overlooked component to building wealth and the key differentiator for winning with money.

Private Coaching will always get the best results when working toward financial health and culture change. We can offer a discounted rate the community member would pay or your organization can set up a scholarship fund to help subsidize the costs.

Whether it's getting out of debt, saving for something big, or fixing a financial mess. If you're ready to dig in and do the hard work, get valuable information, tools, and the accountability you need to get the financial freedom you've been dreaming of.

Taking that first step is critical to success. Let's get that momentum started with this fun and inspiring challenge. We've created some simple and valuable activities that will guide you and your kids to Refocus on what's important, Gain Control so you follow through and Establish a Plan for Success.

Warren Buffet says “it is much easier to make money than it is to give it away intelligently.” When giving and generosity become significant parts of your financial plan, you need to do it well. Look at when, how, and why to consider both of these (and they are different).

A fun and engaging deep dive into the skills necessary to build a solid financial foundation: understand the flow of your money, aim it at what really matters, build a strategy that is unique to you, learn how to use basic money tools, and gain confidence with your money decisions.

Define where you are going and the number necessary to reach Financial Independence. Then learn some investing basics and millionaire habits that will get you there.

Look back so you can heal and move forward. Your money story has shaped the way you think about money and that affects your financial behaviour. Understand and heal your money story. Make a plan to overcome those patters and what to do next for long-term sustainable results.

Teens don't have to wait until they grow up to experience the consequences of money decisions. Through this game-based program, they can earn money, manage their spending, start saving for something they are excited about, and get to discover how their decisions impact their future.

Openness & honesty with respect to finances before and during marriage is critical. It's important to know each other's perspective on money and material things as they will be different. Get on the same page and reach your individual and collective goals faster.

Learn to make difficult decisions well. Understand why you make choices, and how to adjust for better results. From there, define where you want to go, how you will get there, which problems to pay attention to, and how to solve them.

Work through the Business Launch Kit to make sure your business is set up properly. Then, understand and develop tools, systems, and marketing for serving your clients or customers with excellence.

The relationships in your life are directly connected to the resources you have and don't have anymore. Learn to identify which relationships strengthen your resources and how to create healthy boundaries to protect your resources from ones that are keeping you from your goals.

You need… peace, clarity, confidence, accountability, encouragement, someone in your corner, a trusted resource, to go beyond just knowing and put it into practice, to make change that actually sticks, practical tools, to know what you don’t know, help knowing what is the next best step, and a community that supports you.

Debt is a way of life for most people, mostly because no one really talks about what it is or what it does to your future. If you are new to adulting, learn the traps others have fallen into so you can avoid them. Even if you aren't in debt, you likely know someone who is; get the knowledge to be wise counsel.

Little kids know money exists and are very aware of how it affects what's in their world and the mood it brings. Do they know what it is though? This session is designed just for elementary school kids and will answer any question they have about money (as well as point them in the right direction for using it).

Credit and Credit Cards can be a good tool IF you know how they work and you are intentional with them. Get on the right side of compound interest with the skills needed to win when using credit.

FAQ

We will answer all your questions during your free Discovery Call.
Some common ones are listed below.

Financial Coaching give you direction and support

What financial products do you sell?

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.

Is my program customized?

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 is your coaching process different?

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).

How long until my team sees results?

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.

What do you charge?

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.

Are sessions confidential?

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.

Money Skills
for Financial Wellness

helping micro-business owners and organizational leaders bring financial literacy to their people

Unlock Your Team’s True Potential at Work and in Life

North American Statistics

If your people are part of these statistics, it's impossible for them to do their best work.

Create A Culture That Retains Excellent People

72%

2X

76%