We specialize in financial wellness education for employers and personalized financial planning for individuals.
With a particular focus on workers navigating irregular income, seasonal employment, and non-traditional career paths, our programs are designed to reduce financial stress, improve retention, and help people make confident decisions about their money—today and long-term.
Whether we’re partnering with companies to support their teams or working one-on-one with individuals, our approach is the same: clear education, realistic strategies, and guidance that respects where people are starting from.
Our Services
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Flexible, expert education. We offer packages of 5–12 virtual classes based on your employees needs. Course packages include; financial planning with each individual registered for the course, holistic education with clear outcomes, and 1:1 office hours.
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Two one hour workshop delivered during your training season.
Workshop 1: Financial Survival Guide for Seasonal Work. Creating a realistic budget, emergency fund basics, common financial mistakes to avoid, and automatic savings strategies.
Workshop 2: Benefits and Your Financial Future. Understanding your paystub, retirement accounts and retirement savings, investing strategies.
Bonuses include a digital resource library, budgeting templates and worksheets, follow up email support for 30 days.
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One on one financial planning to increase the support and impact of the workshop program.
1 hour sessions that are virtual and flexible.
These sessions can be subsidized 0-100% for the employee.
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