A More Productive, Less Stressed Team
Employee Financial Wellness Programming for Remote and Hybrid Companies
Financial stress is hurting your company’s bottom line.
Over the past few years, employees across your industry have struggled with mental health and burnout. In your own company, you’ve seen this reflected in your employees’ lost productivity. You’ve even watched some amazing employees walk away from their jobs to care for family, start a business, or take a mental break.
With the ongoing challenge of employee retention, you also need to hire. But your once-unique remote model — something your employees used to brag about — no longer stands out in the job market. Working from home is no longer the winning benefit it used to be.
The truth is, financial stress is hurting your employees. After the last few years, they’ve dealt with spouses losing jobs, a lack of financial certainty, and a rising cost of living.
More than three-quarters of financially stressed employees say their financial worries negatively impact their productivity at work.
Not only does this financial stress weigh heavily on your employees, it also hurts your bottom line. 41% of employees are living paycheck-to-paycheck — a rate that’s higher than pre-pandemic levels.
You need a solution to address both your employees’ mounting stress and your business’s growth and productivity objectives.
What would happen if you could help your employees achieve better financial health?
Financial wellness isn’t just a perk.
It’s a way for you to invest in your team’s well-being, support healthier, happier employees, and attract and retain the talent your business needs to thrive.
Investing in financial wellness for your employees can help them become more productive at work and happier in life — all while delivering an outsized ROI for your business.
Employee financial wellness programming has positive ripple effects across communities and workplaces
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Engaged team members
Fewer hours spent worrying about financial stress at work
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Increased productivity
More hours spent on focused work and collaboration
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Better employee health
Financial stress has been found to have a significant impact on both mental and physical health
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Fewer absences
Healthier, more resilient employees
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Higher retention
Employees who feel taken care of — financially and emotionally—are more likely to stay
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A unique recruiting tool
Financial wellness is a benefit we all need, yet few employers offer
What Does Financial Wellness Programming Look Like?
Customized programming that fits your employees’ needs
Personal finance is personal. No one-size-fits-all seminar will be right for your employees. You know where they are in life and what kind of help they need.
We’ll craft a customized workshop that addresses your employees’ biggest financial pain points, and immediately give them on-demand access to financial education trainings and resources that they can tap into anytime, anywhere.
Your employees will appreciate knowing their financial well-being is a priority. Plus, with dedicated time on their calendar set aside to tackle their financial challenges, they’ll be more productive at work.
Live workshops with interactive Q&A
As much as you want your employees to succeed, you don’t have the time or expertise to mentor them toward financial wellness. As a financial coach, I’ll be that expert for your employees. With proven financial wellness strategies and live Q&A sessions, your employees will walk away feeling heard and seen — and not only less stressed, but inspired to work towards their financial goals.
You can record any customized webinar sessions that we schedule together, and start building your company’s library of financial wellness resources. Go ahead, brag about these resources to your next potential new hire!
On-demand financial education trainings
A one-off workshop is great, but your employees can’t solve their finances in a 60-minute session.
We’ve found that taking small steps month over month on your finances is the best path to creating healthy financial habits and success.
This is why we offer ongoing financial wellness programming. One part of this option is the immediate access your employees will get to on-demand financial education trainings. These modules are through our online learning platform that your employees can access anytime, anywhere.
We’d love to give you a walkthrough of the online platform. Schedule a call.
Live workshops with interactive Q&A
Financial wellness isn’t achieved with a single workshop.
That’s why, even if you only work with us for one live webinar instead of opting for an ongoing financial wellness program, your employees will walk away with actionable resources to guide their individual financial journeys.
Goal-setting journaling exercises, a Money Workbook, and financial wellness checklists will hold them accountable for making positive changes in their lives. Thriving employees — both at work and at home — will contribute to more engaged and productive teams.
“Working with Brooke is great because she has walked the walk. She offers advice and guidance from both experience and study. She's like a holistic financial doctor: She cares about addressing your immediate concerns around managing your finances but also about your aspirations and dreams — and how she can better set you up to achieve them through financial preparation.”
— Kassandra M.
How It Works:
On our discovery call, you’ll tell me about your company, and we’ll discuss how I can best customize my programming to fit your employees’ needs. I’ll also help you decide if a 1-time or quarterly program is a better fit for your business and employees.
Step 1: Book a discovery call
We’ll get any live workshops on the books, and you can invite your team to the calendar event. The event description will have everything employees need to show up ready to learn and engage.
If you’re opting for ongoing financial wellness programming (see more in our packages below), we’ll get your employees oriented & added to the online education platform.
Step 2: Schedule your live virtual workshop and get started right away
Your employees will walk away with templates and resources to make immediate, positive financial changes in their lives. If you want, you can record our live session. Start building up your company’s library of financial wellness materials, and let all existing and future employees tap into these resources when they're looking for financial guidance.
Step 3: Watch your employees —
and business — thrive
“The session helped me create short, mid, and long-term goals for myself and reverse engineer them to start working towards them now! I love all the practical and tangible knowledge she gives — no fluff! Brooke also meets you where you're at.”
— Lynn Hulver
Packages & Pricing
1-time Financial Wellness Program
(includes a live 60 minute session and customized Money Workbook with templates and action items)
$1,800
or pay for 1 year of quarterly events $6,800 ($400 discount)
Ongoing Financial Wellness Programming
(includes access to on-demand learning platform + templates and resources + live sessions with coach)
$1,500 per month*
or pay annually ($15,000) for a 16% discount (2 months free!)
*More than 100 employees? Contact us for pricing.
Custom Program
We can also offer on-demand 1:1 financial coaching, cohort programs, and content for your online wellness or benefits portal in addition to live sessions.
Let’s craft a unique financial wellness & education benefit for your team.
Ready to bring financial wellness to your workplace?
Hey, I’m Brooke —
Your Financial Wellness Coach.
From a young age, I wanted freedom — the kind of freedom that would allow me to create a life on my own terms without any financial stress.
In college, I tried to do it all. As you can probably guess, it led to serious burnout and a pivotal realization: I can design a life I love if I learn how to use money as a tool to help me do it.
Fast-forward to today — I’ve spent the last 7 years building a fulfilling career while working remotely and traveling the world. I've since discovered my purpose is to help others use money as a tool to create their own dream lives.
I believe anyone can apply financial wellness habits and take action to create space for a successful career while saving for their future and living a life they love.
I started my financial coaching business in 2020. Since then, I’ve been sharing how financial wellness can lead to a happier, more fulfilled life. I love bringing employee financial wellness programming to remote-first companies because it improves both the lives of your employees and the profitability of your business.
When I’m not coaching clients or leading a financial wellness workshop, I’m working as the Director of Financial Education at Carbon Collective, a sustainable investing platform.
More about Brooke:
I’m also the Director of Financial Education at a sustainable investing startup, Carbon Collective.
I bought a three-family property that I “house hacked” and self-managed remotely while traveling the world.
I’ve appeared on many financial podcasts and shows to share my experiences house hacking, traveling, and investing.
I spoke about my philosophy around the importance of personal finance in my TEDx talk: Money As A Tool For Creating the Life of Your Dreams.
Employee Financial Wellness Programming FAQ
1. What is an employee financial wellness program?
An employee financial wellness program is a benefit provided by employers to improve the financial well-being of their employees. It usually includes education, resources, and tools to help employees manage their money, reduce financial stress, and achieve financial goals.
2. Why do employers offer financial wellness programs?
Employers offer financial wellness programs as a way to attract and retain top talent, improve employee productivity and satisfaction, and reduce absenteeism and turnover. It also helps employees reduce financial stress, which can lead to improved health and overall well-being.
3. Can you customize your financial wellness program to fit our company's specific needs?
Yes, we can customize our financial wellness program to fit your company's specific needs and goals. We work with you to understand your employees' financial concerns and tailor content that addresses those specific needs. Need something outside of the packages on this page? No problem, let’s discuss your goals.
4. Do you travel for in-person employee financial wellness programs?
Our workshops are virtual, and the on-demand financial education platform is 100% online. That said, you don’t have to be a 100% remote company to work with us! Your employees have full lives outside of work, and the on-demand platform, templates, and resources they have access to are convenient to access from home or anywhere else.
You can also record any customized workshops that we do for your team. That way, you ‘ll be able keep that as a resources along with the followup action items and templates for any future team members or those who miss the live workshop.
If you do have an in-person workshop or speaking request, send me an email brooke (at) moneylifementor.com so we can chat.
5. Can our university or college hire you to give a virtual financial educational workshop to our students?
Absolutely! College is a great time to learn lifelong personal finance skills and investing knowledge, and all of our presentations are customized for the audience. We’ve worked with many recent grads to help them get organized with their finances and learn how to use money as a tool to build their dream lives and set up their adult lives for financial success.
6. I prefer to have a recorded workshop that I can send to my team or organization and make available internally to any current and future employees. Can you help with this?
I am happy to put together a recorded financial wellness program with follow-up resources and actionable templates that you can share with current and future employees. Or any other customized resource or program you’re envisioning. Let’s chat so I can customize the recording and resources for your team. Email Brooke at brooke (at) moneylifementor.com.
Have another question? Schedule a Discovery Call to learn more.