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.
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.
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.
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.