I am a facilitator of the following programs
Living Paycheck to PurposeSM Financial Empowerment Program
We want your employees to think big about their financial life goals and to see their paycheck as the fuel for financial success.
Our Unique Approach
The Living Paycheck to Purpose Program is designed to take 8 – 15 employees through the financial coaching process. Employees begin by creating their personal vision of financial success and participate in discussion and activities pertaining to goal setting, budgeting, savings, debt reduction, investing and building wealth.
How Our Program Works
- I deliver the program live (online) for your employees
- The program is broken up into four 1-hour sessions
- The program is designed for groups of 8 – 15 employees
- Participants receive a workbook, access to an online email course and coaching support
Dynamic Activities
We’ve ditched the lecture model to focus on individual and group discussions and activities that will help employees enhance their thoughts and behaviors around money management. Key activities include:
- Visioning: What Does Financial Success Mean to You?
- Creating a Clear Path to Financial Freedom
- Rewriting Your Money Scripts
- A Personal Cash-flow Analysis
- The Millionaire Quiz
One-on-One Coaching
We offer one-on-one coaching for participants as an enhancement to our program. Employees receive personalized attention to maximize their ability to achieve their financial goals.
Program Testimonials
“The Living Paycheck to Purpose program taught me to manage money, make extra income, always focus, pay-off debt, and provided excellent steps to take.” –Thomas, City of Clearwater
“Since attending the Living Paycheck to Purpose classes, I started my debt snowball and paid off 1,000 dollars and saved 2,000 dollars so far for my son’s college tuition for his first semester. Learning how to live on a budget and paying myself first was a huge help.” – Carlos, Pepper Contracting
“Breaking it down into six simple steps makes it so much more approachable that I feel like I can finally make meaningful changes. Thank you!” – Mark, Manatee County Government
“This class was a great awakening of habits and how to create better habits. This definitely ignited a fire to pursue financial goals I hadn’t considered. Great Experience!” – Claressa, Vanderlande
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If you are interested in learning more about the Living Paycheck to Purpose program, please fill out this form so I can send you more program information and pricing.