Employee Financial Workshops

You have great employees, however many times the stresses of employees come from financial issues.  This can negatively affect the productivity and health of your staff.  Running my own businesses I realized that when my staff felt secure and confident with their finances the entire atmosphere at work changed.  When they weren’t stressed they enjoyed being at work and were much more efficient. I provide onsite training and workshops for your employees.  I come to your location or your favorite meeting place to make sure your employees are getting the help they need to manage their finances.

Workshop Choices:
  • How To Budget or Create a Spending Plan
  • How To Save An Emergency Fund
  • How To Pay Down Debt
  • How To Set Financial Goals
  • How To Improve Your Credit Report And Score
  • How To Invest
  • How To Create A Solid Financial Plan

I have strategic partnerships with some of the best financial planners available so we are able to offer discounted services to both you and your employees. Many of my clients find this is a great service to offer their employees.

Wine & Dime

Bring your girlfriends together for some wine and learn the steps to build an unshakeable financial foundation.  Workshop style with plenty of time for Q&A You have heard the saying “Knowledge is Power” I personally believe knowledge is merely potential power. If you don’t take the knowledge you gain and act then there is no power. I want you to walk away from our meeting together with Power.  You will leave with a plan.  You will know what your immediate next step is to build your unshakable foundation. Nobody at the meeting will be left behind. So if you are ready to start feeling peace around your money and have your own playbook, grab a handful or two of your friends and let’s get to planning.  You supply the wine and I will bring the specific strategies and provide you with the tools to win the game.  I’m going to teach you the rules of the money game so you aren’t guessing anymore.

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