Financial Wellness & Education
For Workplaces
For organizations ready to reduce employee stress
and build financial wellness- so their people show up
unburdened: resilient, focused, and ready to lead.
You hire great people.
They work hard, care deeply, and often carry more than they let on.
Behind the professionalism, there’s pressure — financial stress, family responsibilities, and life transitions that don't always stay at home.
That’s where your opportunity to make a meaningful difference begins..
I partner with workplaces to deliver financial education and coaching that’s real, respectful, and clear. No judgment. No lectures. Just practical information, supportive resources, and mindset shifts that help people breathe easier and make better decisions.
Whether you're goal is to support employee well-being, strengthen EAP offerings, add value through an ERG, or host meaningful lunch-and-learns, I offer flexible programs that meet your people where they are.
Most financial education is transactional.
Mine is transformational.
Because when people feel safe, seen, and supported — they show up stronger — at home, at work, and in their own lives.
Services for Organizations
Real Support for the real people on your team.
Behind every job title is a human who deserves to
feel supported and financially confident.
Webinars
Interactive sessions that speak to the emotional side of money —
not just the math.
Custom topics available.
Webinars are designed to be empowering and immediately useful.
Visit my Speaking page for details on webinars I already have prepared.
Speaking & Talks
Looking for a powerful keynote or workshop for your team, leadership event, or women's ERG?
Let me know what you're looking for! I am happy to create something to fill your need.
Visit my Speaking page for details on talks I already have prepared.
Coaching for Teams
Bring personal growth into the professional setting.
Financial wellness coaching programs for groups of employees navigating:
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Major life transitions (divorce, caregiving, career pivots)
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Financial overwhelm or shame
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Identity shifts around work and money
These 4–6 week cohorts combine group coaching, individual reflection, and practical tools.
Custom Partnerships
Want to build something deeper?
I collaborate with HR teams to create tailored programs that align with your DEI, wellness, or leadership goals. Let's design something that fits your people — not the other way around.
Why Financial Wellness? Read this page.