Helping Employees Navigate Financial Decisions with Clarity
Workshops that reduce financial stress and improve confidence.
Financial stress affects performance at work
The impact of financial stress to companies can be seen in productivity drops, health care cost increases, delayed retirements, and employee engagement
These financial wellness workshops help employees approach financial decisions with greater clarity and confidence.
This is not another one-way presentation about personal finance.
Program content comes from multiple disciplines and brings together art and science, research and real-world experience. Each session includes:
Dynamic exercises
Engaging storytelling
Proven frameworks & action steps for implementation
Insights and ideas to increase financial decision-making clarity and confidence
Workshops are offered as a single engagement or series.
Popular topics include:
Managing financial stress & uncertainty
Understanding company benefits
Navigating financial decisions during career transitions
Rethinking Retirement
Aligning money choices with personal goals & values
Programs can be tailored to meet organizations and employees where they are.
“After the workshop, I realized I’ve been asking the wrong questions about money. Sheila opened my eyes and I’ve already taken steps toward my ideal future! ”
“Linking values with making financial decisions was new to me and is a game changer. What a profound way to frame money thinking! ”
Bring a Workshop to Your Organization
Workshops are available as keynotes, team sessions, or leadership development programs.