About Our Business Services

What services do you offer for businesses?
We partner with companies, nonprofits, and professional associations to deliver:

• On-site and virtual financial literacy workshops

• Financial wellness seminars

• One-on-one financial coaching for employees

• Custom financial education resources and toolkits
  
  

What types of organizations do you work with?
We work with small businesses, corporations, nonprofits, and professional associations aiming to improve the financial well-being of their employees or members.

Program Details

What topics do your workshops cover?
Our most popular topics include:

• Budgeting and money management

• Debt reduction strategies

• Building generational wealth

• Retirement readiness

• Insurance essentials

• Financial goal setting
  
  

Are your workshops in-person or virtual?
Both! We offer on-site, virtual, and hybrid options to meet your team’s needs.

Booking & Pricing

How do we book your firm for a workshop or program?
Schedule a consultation [link to booking page] to discuss your goals, preferred topics, and ideal program format. We’ll prepare a custom proposal based on your needs.

What is the cost of your business services?
Pricing depends on program length, delivery format, and number of participants. We offer single sessions, workshop series, and ongoing financial wellness partnerships.

Do you offer employee one-on-one coaching?
Yes — private coaching can be added as part of your financial wellness program or as an optional benefit for employees.

Do you promote financial products during workshops?
No — our workshops are purely educational. Insurance services are reserved for private coaching clients only.

Results & Impact

Why should our business invest in employee financial wellness?
Financial stress affects productivity, focus, and retention. Financial literacy programs improve employee well-being, job satisfaction, and loyalty.

Do you measure the success of your workshops?
Yes — we provide optional post-session surveys and can deliver anonymized feedback and engagement metrics upon request.

Still Have Questions?

Reach out — we’d love to hear from you!.