Financial Wellness Speaker
for ERGs, Teams, & Workplaces
Linda Grizely, CFP® — Personal Finance Expert
and Creator of the MeMoney™ Method
Linda Grizely, CFP®, MSFS, CAP® is a financial wellness speaker and personal finance expert who partners with organizations ready to reduce stress and strengthen financial wellness, so their people show up unburdened—resilient, focused, and ready to lead.
Through engaging, practical programs for ERGs, teams, and workplace audiences alike, Linda helps people build confidence around money and make informed decisions that support both personal well-being and strong professional performance.
At a Glance
Linda Grizely’s financial wellness speaking programs are designed for organizations that want to support their people while strengthening engagement and performance.
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Supports employee well-being by addressing real-life financial stress
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Helps improve focus, engagement, and productivity at work
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Aligns with ERG, DEI, and inclusion programming
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Delivers practical, judgment-free conversations, not lectures
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Designed for workplace audiences, not one-size-fits-all financial advice
Practical, Judgment-Free Financial Wellness Programs
Linda’s financial wellness programs are designed to meet people where they are — without shame, jargon, or unrealistic expectations. Rather than focusing on rigid rules or idealized financial behaviors, her approach acknowledges the emotional, behavioral, and practical realities that shape how people manage money in real life.
Participants are encouraged to engage honestly with their financial decisions, ask questions they may have avoided, and explore strategies that feel both achievable and sustainable. By creating a judgment-free environment, these programs help individuals build confidence, clarity, and momentum — without feeling overwhelmed or behind.
This practical approach makes financial wellness more accessible across diverse backgrounds, roles, and life stages. Whether delivered as a keynote, workshop, or interactive session, Linda’s programs foster meaningful conversations that support inclusion, trust, and long-term engagement within teams and ERGs.
Why Financial Wellness Matters in the Workplace
Financial wellness plays a critical role in employee engagement, productivity, and overall well-being. When people are stressed about money, it shows up at work — through distraction, burnout, absenteeism, and disengagement. Organizations that invest in financial wellness create environments where employees feel supported, focused, and better equipped to navigate real-life decisions, leading to stronger performance, retention, and trust across teams.
Financial wellness goes beyond budgeting tips or one-time workshops. It recognizes that money stress is deeply connected to mental health, inclusion, and equity — and that people bring their full financial lives to work. Addressing financial wellness in a thoughtful, practical way helps organizations meet people where they are while reinforcing a culture of care, confidence, and long-term growth.
In many organizations, financial wellness programming is part of broader employee well-being, engagement, and inclusion initiatives — making it a strategic, budget-aligned investment rather than a discretionary perk.
Linda Speaks For
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People & Operations Leaders
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Corporate Leadership Teams
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Workplace Teams
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Employee Resource Groups (ERGs)
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Women's Groups
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Professional Associations
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Business Conferences
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Universities
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Any Audience, because money affects everyone
Linda Speaks About
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Financial wellness in the workplace
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Reducing financial stress and distraction at work
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Money mindset and behavior
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Personal Finance
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Financial Confidence
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Money Mindset
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Money Personalities
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Aligning money with values
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Moving beyond guilt, avoidance, overspending, or perfectionism with money
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When financial stress is impacting engagement or productivity
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During periods of change, growth, or burnout
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As part of DEI, wellness, or employee engagement initiatives
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For conferences, leadership programs, or ERG events
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When your people feel stuck or overwhelmed with money
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During major life or career transitions