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FINANCIAL WELLNESS PROGRAMS

The results are in – happy employees increase the bottom line. Not only do financial wellness programs help employees, who according to PwC have named money their #1 source of stress every year since 2007, but they also increase company profits. The Society for Human Resource Management estimates that companies can save up to $3 for every $1 spent on financial wellness.

Corporate Financial Wellness Programs

Offering

Financial Wellness Programs

  • Lunch & learns: One hour programs on high level financial wellness topics.
  • Workshops: One hour programs diving deeper into specific personal finances and money topics.
  • Corporate training for new employees.
  • Office hours: Half hour time slots available for one-on-one coaching follow-up and support.

 

Resources & Self-Monitoring Tools

  • Employees have access to all materials, tools and recordings associated with the program.

 

Financial Incentive Programs & Contests

  • Internal financial wellness contests that foster team building and promote saving and/or debt pay-down.

 

Company Benefits

  • Attract and retain top talent with superior benefit offering, with benefit that increases employee loyalty.
  • Improved employee productivity and efficiency.
  • Quantifiable results you can share with current and future employees.
  • Increased company success.
  • Opportunity for press.

 

Employee Benefits

  • Decreased stress around personal finances and money.
  • Average monthly wealth increase of $950 per employee from saving and investing.
  • Increased happiness and joy.
  • Skills and tools they will benefit from for a lifetime.

 

Clients & Testimonials

Guggenheim Partners | Diversity Innovation Summit 2017 Guggenheim Partners | Diversity Innovation Summit 2017

Guggenheim Partners | Diversity Innovation Summit 2017

StubHub: “I worked with Ashley to host a 10 Steps to Financial Wellness workshop for StubHub’s Women Initiative Network (WIN).  She is not only a complete professional, but also extremely knowledgeable about how to help people become more financially savvy.  We broadcast Ashley’s presentation to multiple cities across North America and she engaged with all of the rooms, even though she was only physically present in one.  Most importantly, everyone took away something from her and started using some of her recommendations right away.  If you are looking for a presenter and content expert who will provide real, actionable tips, Ashley is the woman to book.” – Erin A. Markee, Employee Initiative Manager

 

PandoraFinancial Wellness Workshop 2017

Pandora: “Pandora Women helps bring personal and professional development opportunities to our workplace. We were so happy to have the Fiscal Femme lead a Financial Wellness Workshop for our members! Our group now feels empowered to take control of their personal finances and were left with clear next steps on how to take charge! It was also very inspiring for our group to learn from such a knowledgeable female entrepreneur and business owner! One of our best events yet!” – Lauren Bellizi, Women of Pandora Committee and Manager, Client Services

 

Hackensack Meridian Healthcare: “Hackensack Meridian Healthcare hired the Fiscal Femme to lead a Financial Wellness Workshop for Women’s History Month. She led an extremely engaging and interactive lunch and learn that left our group feeling empowered to take control of their personal finances. It also served as a great team-building exercise, bringing our group closer together. Ashley was one of our most engaged and well received guest speakers yet!” – Kara Lovell, Coordinator for Cultural Diversity

pandora linkedin ellevate cornell NYU


If you’d like to introduce or improve financial wellness at your company, email Ashley for more information on her customized programs.

Get my step-by-step guide
to Financial Bliss!