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.
| Features | Tier 1: Essential Support |
Most Popular
Tier 2: Comprehensive Care
|
|---|---|---|
| Best For | Small Trades & Foundation Teams | Trade-Strong & Growth Mid-Sized |
| Workshops | Quarterly Sessions | Monthly Deep-Dives |
| Direct Access | Digital "Hotline" (Q&A) | Monthly "Office Hours" |
| Onboarding | Resource Hub | New Hire Financial Orientation |
| Trust Signal | Fee-Only (No Products) | Fee-Only (No Products) |
| Impact | Reduced Distraction | Cultural Financial Wellness |
Key Deliverables
The Digital Hotline (Tier 1): Instant peace of mind. Your employees get a direct line to a professional coach for their "What do I do now?" moments.
Monthly Office Hours (Tier 2): Personalized 1-on-1 time that makes employees feel valued and heard.
New Hire Onboarding: Start the relationship right. We show your new team members how to maximize their benefits from Day 1.
Ready to stabilize your workforce?
Schedule a 30-minute Financial Fitness Strategy Call to see which tier fits your team’s current needs.
