Corporate Financial Wellness Training
Corporate Financial Wellness Training
Empower Your Employees. Strengthen Your Workforce. Build a Financially Confident Culture.
At Money Tree Financial Services LLC, we believe that financially healthy employees create stronger businesses. Our Corporate Financial Wellness Programs are designed to help organizations invest in their teams by equipping them with the tools, knowledge, and confidence to manage their money, reduce financial stress, and plan for the future.
Why Financial Wellness at Work Matters
- 65% of employees say financial stress impacts their productivity
- 78% of workers live paycheck to paycheck
- Financially secure employees are more engaged, loyal, and productive
Corporate Financial Wellness Training
Empower Your Employees. Strengthen Your Workforce. Build a Financially Confident Culture.
At Money Tree Financial Services LLC, we believe that financially healthy employees create stronger businesses. Our Corporate Financial Wellness Programs are designed to help organizations invest in their teams by equipping them with the tools, knowledge, and confidence to manage their money, reduce financial stress, and plan for the future.
When employers invest in their team's financial education, the results are clear:
What We Offer
Our corporate wellness solutions are customizable, engaging, and built to meet the unique needs of your team—no matter the size of your organization.
On-Site & Virtual Workshops
Interactive, expert-led sessions covering key personal finance topics such as:
- Budgeting & Saving
- Credit Management
- Debt Reduction Strategies
- Retirement Readiness
- Investing Basics
- Estate & Legacy Planning
- Financial Goal Setting
Workshops can be offered as:
- Lunch & Learn series
- 60–90 minute deep dives
- Half-day or full-day trainings
- Custom multi-week series
E-Learning Programs & Webinars
Give your team the flexibility to learn on their own time with our branded or white-labeled e-learning platform, which includes:
- On-demand video lessons
- Interactive quizzes & workbooks
- Monthly financial challenges
- Course completion certificates
- Optional manager dashboards
Perfect for remote teams or ongoing learning initiatives.
One-on-One Coaching Add-On
Provide employees with the opportunity to meet with a certified financial coach for personalized guidance in:
- Budgeting
- Credit & debt strategy
- Savings planning
- Goal tracking
- Financial stress reduction
Corporate Package Options
All packages can be customized to meet your company’s size, industry, and goals.
Starter Package (Best for small teams)
Features :
- • 2 live workshops (virtual or on-site)
- • Financial wellness assessment survey
- • Team access to 1 e-course of your choice
- • Email support
(Best for mid-sized teams)
Features :
- • 4 interactive workshops
- • 3-month access to e-learning platform
- • Private team dashboard
- • Custom financial workbook for employees
- • Optional employee coaching add-on
(Best for large or high-impact initiatives)
Features :
- • Full annual training calendar
- • Quarterly webinars
- • Unlimited access to all e-courses
- • Customized financial wellness portal
- • One-on-one coaching for up to 50 employees
- • Annual financial health report + ROI insights
Let’s Grow a Financially Stronger Workforce—Together
Let’s Grow a Financially Stronger Workforce—Together
Your employees deserve more than just a paycheck—they deserve peace of mind, financial clarity, and a plan for their future.
Partner with Money Tree Financial Services to make financial wellness a pillar of your employee benefits program.
Book a Corporate Wellness Consultation
