Something's Off

Financial stress doesn't announce itself. It just quietly changes everything.

You've noticed it.

Not a crisis. Just a low-grade tension nobody's talking about. People pulling back from things they used to enjoy. Showing up differently. A general sense that something underneath is off.

You've probably already tried something. A speaker. A resource package. A program that arrived with a lot of promise.

Nobody came. Nobody used it. Nobody wanted it.

That's not a people problem. That's a program problem.

Financial stress runs deeper than a pamphlet can reach. Until you get underneath it, nothing on the surface really sticks. That's why we don't pull something off the shelf and hand it over. We start by figuring out what the people you care about actually need.

Book a Discovery Call

Let's build you a customized solution.

The Tension Eases

That low-grade hum everyone has quietly normalized starts to fade. The room just feels different.

Person sitting quietly at the beach, looking relaxed and at ease.

People Show Up More Present

More focused. More willing to engage. The distracted, checked-out energy starts to lift.

A group of people engaged and present in a session together.

Progress Feels Possible

The fog of just getting through lifts. People start thinking ahead instead of just getting by.

Organized boxes, representing clarity and progress moving forward.

Connection Comes Back

The people who went quiet start reaching back in. To each other, to the community, to the things that matter.

People laughing together at a fun outing, reconnected and enjoying life.

Animated Kathy alongside a photo of Kathy Steffan, Certified Financial Counsellor and creator of Groundwork.

Credentials

Developed from Experience. Delivered with Care.

Kathy Steffan created the curriculum and resources used in our organizational wellness programs from over a decade of real-world experience and feedback from her peers. These are her certifications. Every Groundwork Financial Wellness Guide is professionally trained and held to the same standards.

Certified Financial Counsellor (CFC™)

Trauma of Money Certified™ (TOM™)

Certified Financial Accountability Coach™ (CFAC™)

Cashflow Canvas™ Certified Coach

Active Coach Connections Member

What You Experience

From Conversation to Custom Program

Book a Call

No agenda. No pitch. No pressure.

Twenty minutes to get the big picture. What your group needs, what you've tried, what you're hoping for. No commitment, no pitch. Just figuring out if we're the right fit for each other.

Guide the Development

Be specific. This is where your program takes form.

If it feels right on both sides, we schedule a deeper planning session. We dig into the details together and build a proposal around your group, your timeline, and what the people you care about actually need. Nothing moves forward until you're happy with the plan.

Launch Your Program

This is where planning becomes program.

Once the proposal is approved, we build and launch according to the plan. Everything from here moves at your pace.

Sustain the Shift

A debrief, some resources, and a door left open.

After the program wraps, we sit down with you to see how it landed and what your people are taking forward. Together we'll figure out what's needed to keep the momentum going. And for anyone who wants to go deeper, that pathway is there for them too

Book a Discovery Call

Let's build a customized solution.

Common Starting Points

Most programs grow from our curriculum library.

Flexible and Self-Directed

Participants move at their own pace, on their own schedule. No pulling anyone off the line. No rearranging shifts. Regular support sessions keep momentum going.

Person working independtly on the computer

Single Sessions and Lunch and Learns

A focused conversation on a specific topic, online or in person. A good entry point for groups who want to introduce the work or address a particular pain point.

Small group engaged in a financial wellness session

A Guided Series

A structured program that builds over a series of facilitated sessions. Designed to fit busy schedules without asking for an open-ended commitment.

Diverse group of professionals at a financial wellness event

Conferences and Events

Financial wellness content for larger gatherings. Keynote or workshop format, delivered by licensed professionals who go underneath the surface.

Kathy Steffan speaking on stage to a large audience

Your Promotion Kit Is Included

No posters to make. No forms to build. No copy to write.

Spreading the word and getting people signed up takes time nobody has. Everything you need is already made and ready to share. Graphics, emails, brochures, social media posts. We can even set up an online sign-up form if you want one.

In our experience, poor attendance often has less to do with interest and more to do with the stigma of what attending a money class carries. Below is one of the promotional videos for the six-week group program. Resources we provide, like this video, give your program the kind of visibility that makes people curious and excited to join.

Excerpt from Groundwork: Self-Directed (lesson 13)

Common Questions

Answers to what people ask most.

Is this right for our organization?+

If you're responsible for the wellbeing of a group of people and you've noticed that financial stress is quietly affecting them, it's worth having a conversation. Groundwork programs have run in workplaces, churches, non-profits, and community organizations of all sizes. If you're not sure whether it's the right fit, that's exactly what the Discovery Call is for. Twenty minutes and you'll know.

Who delivers the program?+

Every program is delivered by a Licensed Financial Wellness Guide, a trained professional who holds a Groundwork license and meets our standards for quality and ethics. Depending on the size and scope of your program, we may bring in more than one. You'll know who's involved before anything is confirmed.

Can you work around our schedule?+

Yes. Programs are designed to flex around your group, not the other way around. If you have shift workers, non-standard hours, or a schedule that makes group sessions difficult, we have formats that work without pulling anyone off the line or asking people to show up at inconvenient times. Bring your constraints to the Discovery Call and we'll figure it out together.

How much work is this going to require from me?+

Less than you might think. Once the program is planned and approved, we handle the delivery. Your main job is to communicate the opportunity to your people and show up with enthusiasm. You can be as involved as you want, but we will take care of things if you need us to. Attending the program yourself is a powerful message that will help others join in. We highly recommend you prioritize being there.

Do you sell any financial products to our people?+

No. We are not licensed to give legal, accounting, or investment advice and we don't sell financial products or services of any kind. No commissions, no referral fees, no hidden agenda. What your people get is honest, unbiased financial education and a safe space to ask questions. That's it.

How much does it cost?+

It depends on what you build. Programs are priced based on the size of your group, the format, the length, and the level of support involved. You'll receive a clear proposal before anything is confirmed and nothing moves forward until you're happy with it. Book a Discovery Call to get the conversation started.

Your money. Your values. Your life.

Help the people you care about feel confident with their money

Organizational Wellness designs financial literacy programs around your group, your context, and what the people you care about actually need. Not the other way around.