EMPLOYEE FINANCIAL WELLNESS
PROGRAMS & WORKSHOPS
Improve your company’s culture, boost retention, reduce employee stress, and increase production with a done-for-you financial wellness program featuring high energy workshops & proven financial tools.
Give your team members the knowledge, tools, coaching, and action steps they need to develop a financial plan – as a company benefit.
It is estimated that 35% of the workforce is feeling financial stress and that it interferes with their work productivity. How is your team supposed to focus when they are worried about paying their bills and taking care of their children – especially during the Covid pandemic?
We know you have a lot on your plate trying to run and grow your business while striving for some semblance of work-life balance. We also know you care about your team, so do we – let us help engage and educate them. Let us help them build or rebuild their Financial Stability so they can get back to being their best.
Being a business owner can be hard,
It gives you the power to change hundreds of thousands of lives. We are here to help you do that.
Money Club believes businesses and entrepreneurs change more than just the lives of their customers.
Our businesses have an impact on our communities, suppliers, stockholders, and most importantly on our employees, their families, and their communities.
It is a lot to be responsible for – but as we know, “With great power, comes great responsibility.”
Financial Intelligence has an important place in this impact.
And now more than ever, mistakes or not, we’re all confronted with grave new money challenges that we’ve never faced before as a community.
Ultimately, the employees we work with may experience otherwise, but the reality of what many are facing:
A recent report shows that 43% have accessed their emergency funds since the start of the epidemic to cover medical costs, house repairs, automobile repairs, and rent or bills. This is terrifying, considering the next statistic.
Most Americans are 1-2 paychecks away from significant debt, bankruptcy, or even homelessness. This, often unknown, stress can lead to poor health, mental illness, and reduced capacity for creative problem-solving.
According to a recent Forbes article,
Financial Wellness is the #1 requested benefit by employees. Investing in
your team’s success can ignite the success of your company.
Money Club: Wellness offers conscious businesses a comprehensive, done-for-you, and engaging Employee Financial Wellness Program.
This includes a series of four workshops (in-person or 100% virtual), a growing online community, easy-to-use tools, and action-oriented resources, and more, plus optional access to online self-paced personal finance courses, and individualized financial coaching programs.
Our programs provide actionable solutions for your employees, developing your team’s financial stability and guiding them towards their financial growth while promoting effective communication, leadership, and vulnerability.
The stats above highlight the importance of our teams being financially intelligent and we know that a business operates at its peak when we invest in our teams and help support them in becoming more.
We know it’s important to find the right fit when you bring in support. If you are looking for a team that can speak with your employees with openness, vulnerability, and clarity and offers them a tremendous amount of practical and relevant expertise, we’d love to be considered.
We love working with entrepreneurial thinkers and business owners who:
If you want to: Build a Strong Team Culture, Empower your Employees, and want to Leave a Legacy Beyond Profit – we might be a great fit for your Employee Financial Wellness partner.
The Financial Wellness Workshop Series is an innovative program where employees are taught sustainable, positive financial behaviors that can benefit their personal and professional lives.
Create A Wealth Plan
Our first workshop will focus on discovering your relationship with money, your financial values, and behaviors, and in turn, determine your financial goals.
Your team gains access to our Money Positioning System to help you set goals, track assets, income, expenses, measure your net worth, and provide you with valuable insights.
Investing & Retirement
Our second workshop discusses the importance of assets, increasing your net worth, how to overcome the fear of investing, why investing in the stock market is so important, as well as some retirement strategies and future planning.
Your team gets access to a tool to help map your investment strategy & guide to getting started.
Real Estate & Passive Income
Our final workshop in the series will give you tips on how to start your own real estate business, the benefits of owning rental properties, how to calculate home prices, and how to use real estate as a passive investment strategy.
We have a special gift for your employees at this point.
TAKE THE ASSESSMENT
THE 5 COLORS OF
EMPLOYEE FINANCIAL STRESS
How Financially Stressed are Your Employees?
Is your company culture feeling the effects of financial stress from your team members? This can appear in a variety of ways.
Considering the elevated feelings of anxiety and depression in 2020, the need for workplace vulnerability, empathy training, financial wellness, diversity & inclusion training, and mental health benefits is more compelling by the day.
The Five Colors of Financial Stress Assessment will help you understand where your employees are and the roots of the issue at hand.