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

Contact Me For A
Free Consultation


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


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.

corporate financial wellness

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.



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!