Elevate Your Company Culture
Boost Retention and Engagement with Meaningful
Financial Wellness Benefits
Employee Financial Stress Actually Impacts Your Business
Many employees feel financially strained, which affects their focus and productivity at work. In our rapidly-changing economy, employee financial stress continues to rise and is highly contagious in the workplace.
Infuse Financial Wellness into Your Company Culture
During this unpredictable time, your employees seek more than just a paycheck. They want their job to align with their values, and their employers to recognize them as individuals.
We know you care about your people. We do too – that’s why we created the Employee Financial Wellness Program.
By providing comprehensive financial wellness education, we help you empower your people to manage their money with confidence and achieve financial stability.
The result? You’ll strengthen your people’s financial health, boost workplace culture and retain more top talent.
Trusted by these companies and more
Build a Resilient Organization
The Money Club Financial Wellness Program uplifts your people with the skills and resources to improve their financial health.
Our interactive training makes financial education fun and motivating, which is why employees love to attend!
We break down complex financial concepts into a straightforward action plan your team can implement right away. Plus, we’re available to answer any questions in real-time.
Our curated curriculum includes relevant topics like:
• Investing for retirement
• Budgeting and financial planning
• Boosting credit score
• Savings and debt management
• Investing in real estate and building passive income
Valued at over $700, your employees receive exclusive access to our top-rated courses to supplement each workshop.
The best part? They’ll refresh what they learned from our workshop and learn new skills on their own time.
• Building Financial Stability
• Stocks & Investing 101
• Creating a Wealth Plan
• Investing in Real Estate
In addition to our courses, we provide tools your people can use to put their new skills to practice.
A community favorite, our Money Positioning System budget tool helps them assess their financial picture and set meaningful fnancial goals.
Other tools include:
• Money Personality Test
• Retirement Plan Recommendation Tool
• Real Estate Property Analysis Tool
Simply schedule the workshops and coordinate video hosting. We take care of the rest!
Upon registration, you will receive email scripts and videos to engage your team.
Plus, we create a portal tailored to your organization where your people can access all available resources from each workshop.
What People Are Saying
They were engaged throughout, given tools to help them, and enrollment in our 401K program grew 40% the days after the first workshop. They finally saw the benefit of investing in their future. You should absolutely do this!
I want to emphasize how helpful and eye-opening this experience was! I had to face some of the bad and emotional financial decisions I made in the past – and was given the tools to move forward.
Title Employee, ATG Title
Money Club by the numbers
We’ll help you make measurable difference in the lives of your team
Team Building Through Financial Wellness
Where other companies only provide individual apps or advisors, our focus is on visibility – for your team to connect with each other, our coaches, and your company’s core values!
We do this through monthly group workshops that drive engagement through:
– Break out connections
– Company Competitions
– Take home family resources for all ages
– Monthly accountability to personal goals
Getting Started is Easy
Schedule a Call
Tell us more about your organization to determine if we’re a good fit.
Deliver the Program
Empower your people with the tools they need to achieve their financial goals.
Boost Employee Retention
Infuse personal development into your company culture to boost workplace morale and retention.
What People Are Saying
Investing in this financial education for my team keeps my employees growing, which makes me feel like I’m living out my business core values, and has helped double our revenue this year because everyone seems aligned. It’s also helped us feel and operate as a stronger team, so I would say this investment is one I’d HIGHLY recommend to other business owners!
I sold my car and now I’m saving an extra $700 a month as a result, all from the help of Money Club! I have been sharing what we learn with my daughter, and she is now looking at her spending and savings differently so she can set herself up for long-term goals.
Employee, DLP Capital
A Win For You. A Win For Your People.
Enhance your workplace with high-energy workshops your employees will value.
Empower Your People
Build Financial Confidence
Invest in Your Team
Prioritizing your people’s financial wellness will not only strengthen their lives outside of work…you will also lead them to seek growth in your organization and feel excited about working with you.
Frequently Asked Questions
Still have questions? Schedule a demo call with us to learn more!
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