Financial Wellness Program

                                  (free group presentations)

         Money Coaching Solutions offers a Financial Wellness Program for corporations, schools, civic and community organizations. I customize 60-90 minute group presentations for employees, recent graduates, groups, and families.

         I offer each group a tailored presentation at no charge so that all attendees can see a bigger picture for themselves and start enjoying their lives with financial freedom. My down-to-earth and practical lessons are offered during the day, evening or weekend, depending on your preference.

Your group will:

  • understand financial basics and look forward to setting financial goals
  • be motivated to take control of their money
  • want to change their money-related behaviors
  • have confidence to alleviate money-related stress

I will:

  1. help them see the big picture and outline a path to positive, permanent money habits
  2. share problem-solving processes for different lifestyles
  3. give them tools and confidence to begin fixing money problems

        Since most people prefer additional personal time and support for an action plan, I offer coaching if they choose to move forward. My goal is to give each person my full attention, explain how all the facets of their financial life fit together, and create a plan which will strike a balance between the needs of today and tomorrow.

Photos by Rose Witmer -