Bring financial wellness to your audience
Schedule a workshop to help your team navigate their finances confidently.
Financial guidance for your team
Did you know...?
- 61% of Americans live paycheck to paycheck
- 43% of Americans do not have $1K saved for an emergency
- 90% of Americans say money impacts their stress level
- 3 in 5 Americans want financial advice but don't know where to get it
Without proper financial planning, there can be long-term negative consequences including:
- credit card debt
- lack of savings
- low credit score
- feeling trapped
- anxiety, shame, stress
Financial wellness may not seem like your problem, but as leaders, it is
Financial Stress is Real
The burden your team members carry can ripple through your organization, affecting attendance, morale, and productivity. Leaders can make a difference by providing this service. Invest into your team and give them a much needed resource they can turn to.
The people who need financial planning the most are those who cannot afford it.
Help break this inequitable cycle and lead your team to a more financially-independent future.The goal is not just to provide a resource -- itās about 1) encouraging people you care about to understand their finances, 2) removing negative emotions about money, and 3) empowering them to set and achieve goals that align with the type of life they want to live.
The Next Steps
1) We connect on a video call or in-person to discuss your needs. 2) Iāll send over a custom proposal with details of the workshop or event for you to review. 3) We will meet to discuss necessary changes. Once we are in agreement, Iāll send over the contract and deposit link. 4) Iāll continue to compile materials needed to lead the workshop/event.
āI learned so much!ā
We already invest in the market, retirement, and real estate and I learned so much!!! Natasha had such great insights and explained everything in a clear and simple way. Her wisdom could be helpful to anyone who makes and spends money.ā
What are you waiting for?
Let's talk about how I can help your audience reach their money goals.
Who is this for?
Businesses, Nonprofit Organizations, Employee Resource Groups, College Groups, High Schoolers, Sororities/Fraternities, Clubs
Possible Topics
Retirement, Closing the wealth gap, 3 Keys to long lasting wealth, Custom topic specific to your organization, How to be better than average with money, Financial success for high school and college students.
Benefits of Workshops
Reduce team member stress. Set team members up for financial success. Help team members maximize their income. Be part of the 20% of employers who offer non-retirement financial benefits.