A blueprint for building a solid financial foundation.

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Financial foundations

Financial success starts with building a strong base.

Our signature workshop experience built to help your people develop a strong base that they can trust when faced with moments of financial uncertainty.

This series is carefully constructed to help your employees understand what drives their natural preferences towards managing their money.

Let's talk money

People have different comfort levels when it comes to talking about money.

While some people are natural budgeters, others prefer to ensure the security of their lifestyle. This subtle difference can wreak havoc on household finances.

Let’s Talk Money is an engaging workshop designed to uncover your employees’ financial personality, and  highlights how their natural communication preferences can impact their approach to money.

Why money matters

Discovering what you want from your money and from your life.

Why Money Matters is a simple yet powerful discovery process that asks participants to explore and define why money is important to them.

Your employees will actively define their financial values and beliefs which will serve as a system of checks and balances as they move ahead.

Why Money Matters is a simple yet powerful discovery process that asks participants to explore and define why money is important to them.

Your employees will actively define their financial values and beliefs which will serve as a system of checks and balances as they move ahead.

where are you going?

When it comes to finances, the one thing we fear the most is uncertainty.

Where Are You Going? builds upon Why Money Matters and helps your employees use the answers they uncovered to get clear on where they want to go.  

Participants prioritize the things they want most, identify the specific things they believe can get in their way, and describe the benefits that will motivate them to reach their goal. 

Getting clear

Closing the gap between where your people are and where they want to be.

Getting Clear is a guided exercise to help your employees take an honest look at their current financial state.

It’s about being really honest with themselves respecting where they are today and to help them identify areas in need of specific attention so that they can begin to narrow the gap between they are and where they are going.

 

Getting Clear is a guided exercise to help your employees take an honest look at their current financial state.

It’s about being really honest with themselves respecting where they are today and to help them identify areas in need of specific attention so that they can begin to narrow the gap between they are and where they are going.

the framework for success

The cornerstone of your employees long-term financial health.

The Framework for Success brings together the elements  your employees have worked on within the Financial Foundations program into a single plan.

Instead of feeling overwhelmed by the supposed complexity surrounding financial decisions, your people will have clarity about which strategies will work best for them as they set out and navigate through their financial lives. 

You have questions, we have answers.

Book a 20-minute consultation to learn more.