Are you an HR or Benefits Director, Business Owner, or CFO?
Are you seeing the following from your employees and team members?
Turnover due to a higher paying job
Lack of focus and productivity
Increased 401k loans
Requests for emergency assistance
The truth is that financial stress impacts your company’s bottom line. When an employee is worried about how their bills are going to get paid they simply aren’t as focused on their job as they should be.
92% of people are losing sleep over finances, and the #1 time of day people check their personal bank account is 8am… at work!
Honestly, can we really blame them? The statistics are staggering…
of Americans live paycheck to paycheck
Don’t just take my word for it. Look at these real life survey results from two companies.
Click to enlarge
They realized through a brief survey how much financial pain their own employees were in and knew it was time for a change.
Want to quickly poll your own employees? Simply click the button below for a draft email and link to an anonymous and confidential survey you can send to your staff. I’ll collect the results and send you a brief report you can share with your management team. I’ve included my email address in the BCC section so I know who to send the report to without seeing any of your team’s email addresses.
The benefits for an employer are tremendous! Here’s just a few of them.
Increase in Productivity
Increase in Bottom Line
Reduced Health Care Costs
Increase in Employee Morale
Improved Job Satisfaction
Reduced Employee Turnover
Increased Employee Loyalty
Improved Attendance due to fewer crisis events
Reduced Emergency Assistance Requests
Increased positive Retirement Program Participation
Reduced 401(k) Loans
Financial stress affects employees’ health in numerous ways. As a result, there are also indirect effects to your health insurance costs! Here’s just a few of the areas in which you may see some trouble areas reflected as physical symptoms. By providing a financial wellness program you can see a significant reduction in these symptoms leading to a healthier and happier staff, a thriving and growing company, and reduced overhead in the area of health insurance. Click the graphic to learn more.
There is a solution.
I provide a turn-key holistic financial wellness program that is uniquely crafted to meet your team’s specific needs.
It includes 2 key elements that are fully customizable to your goals and your budget.
Through 4 single session workshops, I can train and equip your entire staff while taking as little time away from work as possible. These are not your typical financial seminars. Peppered with videos, group participation, and forms these workshops leave your staff informed and educated, having already put into practice what they have learned, and equipped with action steps to give them forward momentum. Also, I do not sell any financial products, so you don’t have to worry that I’m coming in to sell to your employees on the backend. That is not going to happen, period.
Budgeting & Planning For Emergencies – The secret to winning with money is living on less than you earn. Participants will leave this workshop with motivation and tools to immediately experience success. Budgeting & Planning For Emergencies provides realistic steps to reduce stress and teach you how to develop healthy habits including budgeting, using envelopes, and planning for emergencies. This course is a hands-on workshop with a PowerPoint presentation, video clips, and a workbook.
Tackling Debt – One of the most common financial goals is to become debt free but most are overwhelmed with the thought of where to start. Tackling Debt will not only teach participants how to quickly pay off debt, it also provides inspiration and hope on how becoming debt free can be a reality. This course is a hands-on workshop with a PowerPoint presentation, video clips, and a workbook.
Relationships & Money – Healthy communication is critical to financial and relational success. Learn how to have meaningful and positive money discussions that will enhance all relationships. Relationships & Money provides practical tips for improving communication, enhances cooperation and leads to a commitment that will last a lifetime. This course is a hands-on workshop with a PowerPoint presentation, video clips, and a workbook.
Goal Setting – If you aim at nothing you’ll hit it every time. Goal Setting helps you put together a plan of action for your finances. Rater than just learning strong principles and tips and then walking away aimless, this workshop helps you zero in on what goals are most relevant and teaches you how to craft goals that make sure you win with money. This course is a hands-on workshop with a PowerPoint presentation, video clips, and a workbook.
Many employees need more than just a self-paced program or a group workshop. They need to know someone is there keeping them accountable and walking with them step by step through their transformation. To fill this need, I provide individualized financial coaching an employee’s household finances on an hourly basis. Services are available on a per session, half-day, or day rate basis.
Topics include but are not limited to:
Building a Budget
Implementing a Budget
Debt Elimination Planning
Emergency Fund Building
Short Term Savings Goals
Teaching Your Kids
Saving For Retirement*
Saving For College*
Wills & Estates*
*I do not sell or manage investments or any other financial products. My services in these areas are strictly educational.