Bring Financial Wellness to Life for Your Team
Let’s reduce employee financial stress and improve financial health!
Judgment-Free, Actionable, and Customizable Financial Education That Works for Everyone in Your Organization
Are you looking for an informational yet energetic and compelling financial speaker for your next event?
Whether you need a workshop, keynote, or financial wellness curriculum, we have a solution to empower you and your staff or members.
As Seen In
Our financial wellness training and money management tools address the top needs and financial concerns. We don’t only cover the basics.
Don’t let the fact that we teach a protocol for establishing financial stability, security and growth make you think it’s boring and just the fundamentals. We present information in an interactive and impactful manner. Our audiences are engaged and more importantly get specific steps to take action.
Whether you need a workshop, keynote, or financial wellness curriculum, we have a solution to empower you and your staff or members.
Your employees are stressed about money—and it’s costing your company.
Financial stress is the #1 cause of distraction and absenteeism at work. But when companies try to help, they often get it wrong with generic content, boring delivery, or speakers who just don’t “get” your people.
At Pocket of Money, we offer expert-led financial wellness training that’s engaging, inclusive, and truly impactful without shame, overwhelm, or sales pitches.
Signature Talks
The 3 Stage Financial Ladder
I teach the three stages of the financial journey and how to navigate through them to financial success. Identify what stage you are in and create an action plan to progress through the next stages.
Creating a W.I.S.E. Lifestyle Strategy
Learn how to optimize your cash flow to be able to save more money, pay off debt, and build wealth. We’ll make money management simple and cover skills and resources to accelerate financial goals.
Navigating a Tight Budget
Paycheck to paycheck is a reality for many across different wage levels. We’ll cover specific actions to take to optimize your cash flow and create some wiggle room to put more money towards financial goals.
Are you looking for a complete financial wellness training curriculum?
We have a seven step training: The Wealth Protocol.
Step 1:
The Organization Blueprint
Step 2:
The Power of Mindset Formula
Step 3:
The Elevate Your Money Formula
Step 4:
The Money Management System
Step 5:
The Leveraging Credit Blueprint
Step 6:
The Securing the Future Blueprint
Step 7:
The Financial Independence Formula
Why HR Teams and Managers Trust Us:
✅ Customized for Your Team
From hourly staff to senior leadership, our training adapts to your unique workforce—by job role, income level, and life stage. Whether you’re a nonprofit, tech company, or school district, we make financial wellness feel relevant and respectful.
✅ No Upsells. Ever.
We’re 100% focused on education—not promoting financial products or services. You can trust us to deliver unbiased, trustworthy guidance.
✅ Engaging Delivery That Resonates
We combine real-life examples, clear strategies, and interactive sessions to break down complex financial topics into actionable steps—without talking down to anyone.
✅ Easy for HR to Implement
From promotional materials to scheduling support and post-training resources, we make it easy for you to bring this to your team without adding to your workload.
What You Get:
- Pre-Session Customization & Needs Assessment
- Live or Virtual Sessions with Expert Q&A
- Promotional Toolkits to Maximize Attendance
- Post-Session Follow-Up Resources
- Optional Office Hours or Coaching Add-Ons
Common Questions from HR — Answered:
❓“Will this be relevant for all employees?”
Absolutely. We tailor sessions by role, income, or financial stage—so everyone walks away with tools they can use right away.
❓“Will you promote products?”
Never. Our mission is education, not sales.
❓“What kind of results can we expect?”
Higher engagement, increased benefits utilization, and improved morale. Plus, you’ll be viewed as a wellness-forward employer.
❓“How do we get employees to attend?”
We’ve got that covered. We provide plug-and-play promo templates and even pre-recorded invite videos to boost sign-ups.
Ready to Support Your Team with Real Financial Wellness?
🎯 Whether you’re looking for a one-time training, a series, or a company-wide initiative, let’s create something powerful together.
👉 Book a Call or Request a Custom Quote
Let’s make money one less thing your employees have to stress about.
