Group of four friends celebrating with arms raised on rocks in a forest, sunny day.

Improve Retention & Profitability Through Financial Fitness

Helping Idaho businesses reduce turnover and workplace stress by equipping crews and staff with the tools to master their cash flow

Retention ROI
Personal Profit

In today’s competitive labor market, financial wellness is no longer a discretionary perk—it’s a retention tool. Below is the breakdown of how financial stress drains your resources and the proven ROI of implementing a wellness solution.

Category Key Metric Economic Impact
Productivity The Productivity Gap Financially stressed employees lose 8.1 hours of productivity every week.
Retention The Recruitment Crisis Replacing a skilled foreman or hygienist costs 6 to 9 months of their salary.
The Solution Financial Wellness ROI For every $1 spent on financial wellness, employers see $3.00 in savings.
Data Sources & Research:
• Productivity Gap: PwC 2024 Financial Wellness Survey
• Recruitment Costs: SHRM Talent Acquisition Benchmarks
• Financial ROI: Financial Finesse, "ROI of Financial Wellness"

Choose your path to profitability. We provide specialized consulting tracks tailored for established teams needing retention strategies and solo founders looking to separate their business and personal wealth.

Feature The Team Track
(Corporate)		 The Founder Track
(Owner)
Ideal Profile Businesses with 10–100+ employees. Sole Proprietors & Solo Trades.
Primary Goal Retention, safety, and productivity. Managing "mixed" funds & owner profit.
Key Pain Point Workers quitting for small raises or winter layoffs. Variable income & blurring personal/business lines.
Delivery Group workshops & "Office Hours." One-on-one deep dives & Fractional CFO.

“I highly recommend Andy as a financial fitness coach. He recently gave an outstanding multi-media presentation with detailed handouts to a room full of individuals.

The information he shared on managing money was vital and highly relevant to our group. Andy's presentation style was incredibly engaging, and he effectively held the attention of our audience. The guys were actively engaged, asked thoughtful questions, and left with valuable tools for their financial journey.

Andy's expertise and ability to connect with the audience made a significant impact. We look forward to having him back again."  -Thomas W., Prison Aftercare Ministry

Twin Falls, ID Magic Valley, ID Southern Idaho

Twin Falls, ID, Magic Valley Idaho, Southern Idaho

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