FINANCIAL WELLNESS WORKSHOPS.
FOR WOMEN, BY WOMEN.

CORPORATE PROGRAMMING

VIRTUAL OR IN-PERSON
CUSTOM PRICING ON REQUEST

WORKSHOP CONSULTATION

CLIENTS + PARTNERS

WORKSHOP TOPICS

JUST A FEW OF OUR

Rewire Your Money Story

  • Identify the beliefs and emotional patterns
    holding you back from
    building wealth

  • Learn the connection
    between money mindset, confidence, and financial decision-making

  • Walk away with a framework for shifting
    your relationship with money

Financial Foundations

  • Build a financial plan that works for your life — budgeting, saving, and prioritizing what matters

  • Understand the basics of investing and how to start
    (or optimize) your portfolio

  • Leave with a clear,
    actionable roadmap for
    your next financial move

Money at Work

  • Learn how to maximize
    your 401(k), equity comp,
    and corporate benefits

  • Understand how raises, bonuses, and benefits fit
    into your broader financial picture

  • Walk away knowing exactly how to make your compensation work harder
    for you

Introduction to Investing

  • Overview of Investing +
    Asset Classes

  • Break down index funds,
    the stock market, and how
    to think about risk

  • Leave with a simple, confidence-building framework for getting
    (or staying) invested

COMPANY BENEFITS

HOW EVERYONE WINS

  • ✶

    Enhanced Well-being: Reduced financial stress leads to more focused and engaged employees.

  • ✶

    Increased Productivity: Financially secure employees perform better at work.

  • ✶

    Attractive Employee Perks:
    A valuable addition to your benefits package.

  • ✶

    Boosted Morale:
    Employees feel valued and supported.

OUR APPROACH

  • Workshops are tailored to meet your company's and employees' specific needs. We create custom sessions on topics such as 401-k plans, maximizing corporate benefits, and empowerment through financial literacy.

  • We are seasoned financial experts with a passion for teaching. Our content is accessible and we deliver it with gusto. This isn't a boring finance class.

  • Our engaging teaching methods ensure retention and application of information. We use real world portfolio examples, personal stories, and compelling data to connect with our participants.

  • Our method addresses both technical and emotional aspects of financial wellness. We know that money confidence comes from improving your money mindset and personal finance know-how.

  • The relationships we build with our clients evolves and grows. We are constantly expanding ours resources to continue the financial wellness journey.

Partner with Wealthkind to show your team you care about their financial future.

BOOK A WORKSHOP CONSULTATION