Bring Financial Clarity to Your Team

Financial stress is one of the biggest distractions in the workplace. When employees feel overwhelmed by money, it affects productivity, retention, and overall well-being.

I offer workplace financial wellness programs that help employees gain clarity, reduce financial stress, and make more confident financial decisions—without overwhelming them with complicated finance jargon.

Ways We Can Work Together:

Lunch & Learn: Financial Clarity for Employees

A 30-60 minute interactive session introducing key financial wellness concepts, including:


✔ How to see where your money is actually going
✔ How to reduce financial stress without making more money
✔ Simple, practical steps employees can take today

Perfect for small businesses and teams looking to introduce financial wellness in an approachable way.

Customized Financial Wellness Workshops & Training

For organizations that want to go deeper, I offer tailored training sessions on:


✔ Digital envelope budgeting (YNAB principles without requiring the software)
✔ Creating a sustainable personal spending plan
✔ How to make confident financial decisions in uncertain times

Ongoing Financial Wellness Support & Consulting

If your organization is looking for a more structured financial wellness program, I can provide:


✔ Regular financial coaching sessions for employees
✔ On-demand Q&A support for teams
✔ Consulting on implementing financial wellness benefits

Why Work With Me?

I’m a Certified YNAB Coach and former Seasonal Support Specialist for YNAB, specializing in helping people get clear on their money so they can make better decisions.

I make financial wellness approachable, practical, and shame-free—focusing on what employees can control rather than stressing about things they can’t.

If you’re looking for financial wellness training that actually sticks, let’s talk.

FAQs

  • No—many businesses don’t yet have financial wellness programs, and I can help you introduce one in an easy, approachable way. text goes here

  • No—my focus is on personal budgeting and financial well-being for employees. If your team struggles with understanding their paycheck, making financial decisions, or planning for the future, I can help.

  • Not at all for the initial workshop. The first session focuses on core financial wellness principles that apply whether or not someone uses YNAB. It’s designed to help employees think differently about their money in a way that feels approachable and actionable.

    However, if we move forward with a longer-term financial wellness program, YNAB will be a key part of it. The program is built around the YNAB method, and employees would need to use the software to fully participate.

  • Workshops are customized to your team’s needs, but common topics include:
    ✔ Digital envelope budgeting (without needing YNAB)
    ✔ Creating a sustainable personal spending plan
    ✔ Making confident financial decisions in uncertain times

  • Yes! I offer structured coaching for employees, on-demand Q&A support, and consulting on how to introduce financial wellness as a benefit.

If you're interested in financial wellness for your team—whether now or later—drop your email to get updates about future workshops and resources.