Stop Financial Stress from Costing Your Company Success.
The Financial First Responder for your workforce. We provide expert, fee-only coaching to reduce workplace distraction and boost productivity. No products, no commissions—just clarity.
The "Silent Productivity Killer"
Financial anxiety is the #1 distraction for employees today. When your team is worrying about debt or savings at their desk, they aren’t focused on your business.
We act as your on-call financial medics, triaging stress before it leads to burnout or turnover.
Our "Conflict-Free" Guarantee
The Fee-Only Difference: Unlike traditional advisors, we don’t sell insurance, mutual funds, or investment products. We have zero hidden agendas. Our only "product" is your employees' peace of mind.
Tiers:
Packages Start at $1500
Ready to stabilize your workforce?
Schedule a 30-minute Financial Fitness Strategy Call to see which tier fits your team’s current needs.
Choose Your Industry
| Focus Area | Tier 1: Lunch & Learn Series |
Core Offering
Tier 2: Wellness Clinic Hybrid |
Tier 3: Key Employee Sponsorship |
|---|---|---|---|
| Best For | Scalable baseline benefit for entire staff | Mid-sized teams needing private support | Executives, management, or high-need staff |
| Education | 12 Group Workshops (The Handbook) | Workshops + Group Sessions | Full 1-on-1 Private Coaching |
| Privacy Level | Group Setting (Private Workbook) | Confidential 1-on-1 "Office Hours" | Total Individual Confidentiality |
| Key Features | Impulse Audit & Debt Demolition | Subscription & Strength Audits | 5-Rep Root Cause & System Setup |
| Employer Value | Maximize 401(k) & HSA utilization | Reduced stress & "HR Headaches" | Aggregate, Anonymized Impact Data |
| Primary Impact | Reduced Distraction | Employee Retention | High-Level Executive Perk |