Money Workshops
Financial Wellness Workshops for Companies
Financial stress costs companies billions in lost productivity, increased absenteeism, and talent turnover. When employees worry about money, they can't perform at their peak. Traditional financial education seminars don't work - your team needs hands-on workshops that create real behavioral change and immediate actionable results.
I design interactive financial wellness workshops that transform how your employees think about and manage money. Through my proven "Design Your Financial Life" framework, participants leave with personalized action plans, concrete next steps, and the confidence to implement lasting financial changes.
The "Design Your Financial Life" Workshop Framework
Life Design Audit: Interactive sessions where participants identify unconscious money habits, spot spending patterns driven by pressure rather than purpose, and discover what expenses continue from habit versus genuine joy.
Financial Freedom Blueprint: Guided exercises to envision ideal lifestyle design, prioritize one meaningful financial element to fund immediately, and calculate specific monthly investment needed to achieve their goals.
Implementation Roadmap: Practical three-step system covering Redirect (shift non-essential purchases toward goals), Optimize (fix leaks in money and energy systems), and Growth (expand financial potential through strategic investing).
Accountability & Action: Each participant creates a personalized "Money Victory Goal" with specific investment amount, timeframe, and purpose - plus immediate next steps they can implement today.
Why This Approach Drives Real Results
Interactive vs. Lecture-Based: Participants actively design their financial systems rather than passively consuming information, leading to higher engagement and immediate implementation.
Personal Relevance: Each exercise connects to individual circumstances - from high earners facing "earning traps" to employees with income instability who need flexible systems that fit their lifestyle.
Behavioral Focus: Address the psychology behind money decisions, helping participants identify autopilot spending, preserve joy while optimizing resources, and build sustainable habits rather than temporary budgets.
Immediate Action: Unlike traditional seminars that overwhelm with information, participants leave with one clear, specific goal and actionable steps to implement within 30 days.
Measurable Business Impact
Increased Employee Engagement: Teams report reduced financial anxiety, improved focus at work, and greater job satisfaction when they feel financially empowered and supported by their employer.
Enhanced Retention: Financial wellness programs demonstrate genuine investment in employee wellbeing, improving loyalty and reducing costly turnover in competitive talent markets.
Improved Productivity: When employees have clear financial systems and reduced money stress, they bring better focus, creativity, and performance to their work responsibilities.
Stronger Company Culture: Shared learning experiences around personal financial growth create deeper connections between team members and reinforce cultures of growth and empowerment.
Workshop Formats Available:
Half-day intensive sessions (4 hours)
Full-day comprehensive workshops (8 hours)
Multi-session programs (3x 2-hour sessions)
Executive leadership financial wellness retreats
Department-specific customization for different income levels and financial challenges
This workshop experience works best for companies with 20-200 employees who want to move beyond generic financial education toward personalised, actionable financial empowerment that drives real behavioural change and measurable business results.
Ready to transform your team's relationship with money and boost both individual confidence and company performance? Let's design workshops that create lasting financial wellness throughout your organization.
