Financial wellness consulting & speaking

Unbiased, experienced and eager to share.

Before I went out on my own, I was a Senior Financial Planner with Financial Finesse, the original unbiased financial wellness provider, where I not only coached and presented to thousands of employees, but I also managed all financial planning content including the financial coach's blog as well as the content behind FF's ground-breaking AI-based Hub. I loved my time there and still consider Financial Finesse to be THEE provider of truly unbiased financial wellness services for employers. My reasons for leaving were strictly personal so that I could explore a wider variety of activities and skills in my career and personal life.

​

Workplace financial wellness

From a consulting perspective, I seek to help small businesses that don't have the resources to implement a full-fledged financial wellness program or are just looking to fulfill a specific need like a day of workshops or individual coaching for employees.

Hourly consulting

I also work on an hourly basis providing content and consulting insights where there is a good fit. I have a particular interest in Health Savings Accounts and helping employees and employers alike make the most of this super powerful tool. 

​

Speaking

Finally, I'm also available to speak at your event, whether it's to guide your employees on their financial wellness journey or to fill a gap in your conference agenda that needs a dynamic, experienced speaker on topics like financial wellness, employee benefits, HSAs, finding balance in life, or other relevant topics. 

​

Let's collaborate!

Get in touch using the contact form below to discuss opportunities to collaborate. If you seek a call, please also provide 3 dates and times that work for you so we can schedule something simply.