Financial Wellbeing Coaching
Financial wellbeing refers to a state in which an individual has control over their current finances
What is Financial Wellbeing:
Financial wellbeing refers to a state in which an individual has control over their current finances, is prepared for financial emergencies, and can confidently plan for both short-term and long-term financial goals. It encompasses the ability to manage financial responsibilities, reduce financial stress, and maintain a sense of security and stability. It is also about integrating finance smoothly into all the other important areas of your life so that it supports your values and overall happiness.
What does our programme look like?
We work with business owners and company management to build financial wellbeing into the overall strategy of the company.
We support:
– Strategy sessions with Senior Management and Staff
– Workshops
– One to one coaching
Empowering Financial Advisors and Business Owners to Grow,
Thrive, and Live the Life They Envision.
Employer Benefits include:
- Enhanced Employee Productivity
- Improved Employee Engagement and Retention
- Reduced Absenteeism and Presenteeism
- Positive Impact on Mental Health
- Enhanced Employer Brand
- Greater Financial Literacy and Empowerment
- Alignment with Corporate Social Responsibility (CSR)
- Improved Team Morale
- Long-term Cost Savings
Employee Benefits include:
- Peace of mind
- Financial Security
- Freedom and Flexibility
- Work – Life Balance
- Legacy Planning
- Healthier lifestyles
- Life alignment
Purpose
Purposeful Growth, Designed for You