FINANcIAL WELLNESS PROGRAMS
Looking for a financial expert to teach your employees the importance of money management in a fun and simple way?
GOLD PROGRAM
Quarterly Workplace Workshops
1 hour custom workshop per quarter with financial topics such as:
Money Mindset and Credit
Budgeting and Saving
Employee Benefits and Insurance Review
Investing and Retirement Planning
Quarterly
Office
HourS
6 total hours per quarter
After each workshop, a dedicated financial planner will stay and have open office hours to meet with individuals for 30-minute sessions and answer their specific money questions
Advanced meetings will be booked for efficiency
SUPPORT
MATERIALS
& LOYALTY
Custom workbook for each workshop attendee
Each employee will get access to our online course Money Class ($497 value)
Increased employee satisfaction and loyalty
Studies show the happier your employees are the better their work will be. Brittney Castro is a leading finance expert, professional speaker, entrepreneur and more and has a passion for educating individuals on holistic financial planning strategies to help them use their money to live their dream lives. Bring the gift of financial empowerment to your company and see the positive long term effects it will have on your company for years to come.
SILVER PROGRAM
ONE Workplace Workshop
1 hour custom workshop with financial topics such as:
Money Mindset and Credit
Budgeting and Saving
Employee Benefits and Insurance Review
Investing and Retirement Planning
SUPPORT MATERIALS & LOYALTY
Custom workbook for each workshop attendee
Increased employee satisfaction and loyalty
Brittney has been a huge asset in what we offer to the Webscale Women group at Nutanix. Every time she holds a session she tailors her coaching to align with the needs of each group as well as the progression of topics based on what she had already covered. We absolutely love hosting her at Nutanix and the demand for her to return every year is great. We highly recommend her for any financial workshop as she makes the material easy to understand, relatable and relevant.