Employer-Sponsored Financial Education Plans

I believe everyone can benefit from a solid financial education. I work with small business owners to provide them and their employees with the resources they need to meet their financial goals through small group workshops and one-on-one financial coaching.

Why Choose Financially GroundEd?

  • I am committed to continuing education
    • I believe in not only educating you and your employees, but also Myself. I get to know you and your industry while staying on top of current financial news and updates.
  • I offer individual solutions
    • Each coaching session focuses on the individual or couple I meet with. There is no one-size-fits-all solution when it comes to personal finance.
  • I provide positive financial outcomes
    • I help employees reduce the stress and anxiety surrounding their personal finances, resulting in better job performance and overall employee well-being.

What Do I Offer?

  • Small Group Workshops
    • For Owners & Employees
    • One Day, 6-Hour Hands-on Learning for up to 20 Employees Per Class
    • Workshops Start at $800 for 10 people; Additional $50 per person for 11-20 people
  • 1 -1 Financial Coaching
    • For Employees & Their Spouses/Partners
    • One Hour Sessions
    • One Session Included With a Small Group Workshop
  • Financial Education Packages
    • One Small Group Workshop for Owner(s) & All Employees Two Times a Year
    • Up To Two 1 – 1 Financial Coaching Sessions per Month per Employee
    • Ongoing Support via Email for All Employees
    • Financial Education Packages Start at $150 per Employee per Month