The Savvy Living Financial Wellness Program
On demand classes teaching your employees how to enjoy their money now, while still saving for their future.
Employees not fully funding their retirement accounts?
People know they need to save for their future, but they may not know how. An even greater challenge is finding a balance between saving for the future while enjoying today.
Poor money habits are epidemic in the U.S. Fortunately, money skills can be learned through understanding, education and support – a formula we’ve used to help over 700 clients transform their day-to-day financial lives.
The program is a self-paced, on-demand video series.
Your employees can fit the program into their busy schedules, starting and stopping as they have the time.
Each of the 11 courses includes a downloadable pdf handout with exercises and reference points.
Lifestyle Perspective
Money affects where we live, what we eat, how we dress and what we do with our free time. It affects what we can give back to our community.
The Savvy Living Financial Wellness Program teaches personal finance from a lifestyle perspective focusing not just on day-to-day money skills, but purposeful spending around your Home, Food, Wardrobe, Travel and Entertainment.
We focus on these particular areas because in our work with clients over the last nine years we’ve found that these are the areas where clients most often overspend, but with the least amount of satisfaction.
We’re excited to present this material to your employees on-demand.
Over the last 9 years we’ve taught this information through live classes and webinars over 500 times. It’s the same information that’s helped us transform the lives of close to 700 clients.
Program Syllabus
Money Habits
The 9 Money Habits to take control of day-to-day finances and spend purposefully.
Track Your Spending
Learn multiple ways to easily track spending and how to make it an ongoing habit.
Savvy Holidays
How to save time, money and your sanity in those last six weeks of the year.
Create a Spending Plan
Attendees will receive a template and learn how to create their own Spending Plan.
Savvy Credit Cards
How to efficiently pay off credit cards and still use them without accruing new debt.
Savvy Shopping
This class focuses on the skills around timing purchases and being intentional while shopping.
Time & Money
Busy lives can have a negative impact on personal finances. Learn how be purposeful with your time.
Update Your Spending Plan
Learn how to update and maintain your plan to keep it relevant to reaching your goals.
Savvy Kitchen
Spend purposefully on groceries & dining out and enjoy your food-related experiences so much more.
Savvy Travel
How to find more money for travel and make your money go further while vacationing.
Savvy Wardrobe
How to stop “buying clothes” and instead, build a wardrobe. Appropriate for men and women.
Provide Greater Value
Set yourself apart from other companies by providing greater value to your employees.
We don’t equate financial responsibility with self-denial.
The series helps employees prioritize their goals, finding more money for the things and experiences they truly want.