Schedule a Financial Wellness Lunch & Learn
Live into your values and invest in your team’s financial empowerment
Prove to your Team
that you care
Money is very personal – how we spend, save, give and invest depends on our values and learned behaviors.
In this workshop, we use activities and break out exercises to help your team discover their Money Personality – their values and habits with money – so they can take personalized steps in the direction of the best future selves.
In this workshop, your team will:
People stay because of values
People look to a job for much more than a paycheck.
They want to feel like their values align with those of their employer.
Our workshop will:
Discover your money values and behaviors with our Money Personality Test
Walk away with clear action steps to improve upon your money personality
Have meaningful discussions with your family about money values and goals
Try a Money Club 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!
Jason P
CEO, RocketDocs
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.
Auzhane Shaw
Title Employee, ATG Title
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