Build a Financially Confident Team.

Money is the #1 source of employee stress.

Our expert-led personal finance workshops give your team practical tools to feel confident, focused, and supported. Boost morale and drive long-term ROI with actionable, high-impact sessions.

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FEATURED IN:

When Your Team Wins With Money, Your Company Wins Too.

Financial stress is quietly draining your company. Our workshops deliver lasting results, without disrupting your team’s flow.

Reduce absenteeism and burnout linked to financial anxiety

Improve productivity by helping employees feel focused and in control

Strengthen retention by investing in what your people really care about

Equip your managers to have better 1:1s around life + money
Boost your team’s energy, clarity, and loyalty with just one session

Real Impact. Measurable Results.

Our program is designed to meet your employees where they are—whether they’re drowning in debt, trying to save, or learning to build wealth—and help them take meaningful action right away.

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In The Next 6 Months, You Could Help Your Team…

Reduce financial stress with simple, actionable steps

Feel more confident and in control of their money

Gain clarity on savings, debt, and their next best move

Our workshops are designed to spark long-term growth from day one.

WHAT WE OFFER

Workshops That Work

Tailored sessions built around the top financial stressors your employees face.

Every session is designed to boost financial confidence, reduce stress, and create lasting momentum. Whether you're looking to kick off a wellness initiative or respond to employee concerns, our customizable workshops meet your team exactly where they are. Our most requested trainings include:

Recession-Proof Your Finances: Give your team a toolkit for navigating uncertainty with confidence.
The 5-Step Financial Clarity Framework: Our signature process to help employees get clear, focused, and financially grounded.
Smart Spending in a Chaotic World: How to make wise money moves even when life feels unpredictable.
The Emotional Side of Money: Explore how beliefs, habits, and stress patterns impact financial decisions, and how to rewire for success.
Custom Session for Your Team: Let’s collaborate to build the perfect session for your audience’s unique needs.

All workshops are available live (virtually or in-person) and can be customized for your company’s goals.

Led by a Trusted Personal Finance Voice

Meet Kristina Ellis

Kristina Ellis is a bestselling author and former cohost of one of the top financial podcasts in the world. Her approachable, research-backed advice has reached millions—helping families rethink money, reduce financial stress, and build lasting freedom.

She’s led financial wellness sessions for audiences ranging from 5 to 5,000, and her work has been featured by national media outlets and trusted by schools, parent groups, and mission-driven organizations across the country.

With a background in financial education, personal development, and behavioral change strategy, Kristina’s sessions are designed to spark real change, on day one and beyond.

Kristina’s presentation at our recent luncheon was amazing. The practical steps she provided were on point. We received numerous comments that Kristina was our best speaker to date and that her message was relevant to something they were going through currently.

- Linda, The Women's Fund

Kristina Ellis is a consummate professional. Our audience of about 100 business, education, and community leaders were hanging on Kristina’s every word. She provides great information in a casual, caring and sometimes comical way. Her engaging presence would definitely make me want to see her speak again on different topics.

- Kelley, East Montgomery Improvement District

I cannot express enough how amazing Kristina was and how much our group enjoyed her presentation and presence.

- Christine, University of Wyoming

What exactly is included in a workshop?

How is this different from a typical financial wellness presentation?

Can we book multiple sessions or a series?

What’s the investment, and what’s the ROI?

Support Your Team.

Strengthen Your Culture.

Start Something Wildly Successful.

Financial stress is one of the biggest barriers to focus, loyalty, and well-being at work. A single session can change that. If you’re ready to invest in your people in a way that truly matters, we’re here to make it easy.

Let’s Talk About Your Team’s Goals