Empower employees with financial confidence in one interactive session.
We offer turnkey, live online financial wellness workshops for SMEs, designed to reduce employee financial stress and boost retention. Each 60–90 minute session covers budgeting, debt management, and smart use of company benefits, with interactive Q&A and take-home action plans. HR managers can book as a one-time event or a quarterly series. All materials—slides, worksheets, follow-up email templates—are provided digitally, requiring zero overhead. The business is run part-time, with workshops scheduled flexibly around your calendar, typically 5–15 hours per week including prep, delivery, and outreach. With the rise of holistic employee benefits and the growing focus on financial health, this solves a critical retention pain point for HR teams without the cost of a full employee assistance program.
Record inflation and the 'Great Resignation' have made financial wellness a top employee demand, yet most SMEs can’t afford costly platform-based solutions—this fills a gap with affordable, high-touch workshops.
Draft a 10-slide 'Financial Wellness 101' deck and a matching one-page worksheet template this week.
HR managers at small to medium businesses (50–500 employees)
Charge $500–$1,000 per live workshop session, with discounts for multi-session packages (e.g., $3,600 for quarterly series of 4). This generates $1,200–$4,000 annual revenue per client. Marketing via LinkedIn outreach and HR community partnerships to acquire clients, with lifetime value extended through add-on services like customized content.
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