For Employees & Businesses
When your team members are stressed about money, they bring that stress to work. I partner with businesses across Port St. Lucie, the Treasure Coast, and Florida to offer CUNA-certified financial coaching as an employee benefit — helping your people get ahead so they can show up fully.
The business case
The numbers don’t come from us — they come from independent workplace research. They’re also remarkably consistent across studies, which is the kind of consensus worth paying attention to.
71%
of Gen Z employees say financial stress reduces their productivity at work.
3×
more likely to miss work due to financial stress than peers without it.
56%
spend three or more hours each week handling personal financial issues on the clock.
1 in 3
employees say they would stay longer at a job with stronger financial wellness benefits.
Source: Industry research on workplace financial wellness
How we engage
Each model can stand alone or combine with the others. Most partnerships start with one path and grow from there — a workshop becomes a package, a package becomes a contract.
Ongoing, one-on-one — monthly, quarterly, or as needed
Your team books their own sessions through a private link. I work with each employee individually on whatever they need — budgeting, debt, credit, a savings plan, a home they want to buy. You cover the cost; HR doesn't touch the calendar.
Group sessions on the topics that actually matter
Small-group workshops on budgeting basics, understanding credit, debt strategy, or getting ready to buy a home. Conversational format, real questions, no generic lunch-and-learn slides.
Prepaid session bundles, your team uses as needed
You purchase a block of sessions; employees book directly as questions come up. Useful as an open-enrollment benefit, a year-end perk, or a structured offering for new hires.
Bespoke arrangements for an ongoing partnership
For businesses looking for a deeper engagement — a defined number of monthly hours, custom workshop series, or coaching tied to specific milestones (open enrollment, year-end, onboarding). Shaped around your team size, industry, and goals.
Not a lunch-and-learn. Not a slide deck.
A credentialed professional, one employee at a time,
doing real work.
Who it’s for
Done well, financial wellness is one of the few benefits that pays back the business and the employee in roughly equal measure. Here’s what each side gets.
For your business
For your employees
Let’s talk
A short conversation about who’s on your team, what you’re trying to solve, and which of the four engagement models might fit. No pitch deck, no canned proposal — just a practical exchange to see if there’s something here.
How a consult goes