For Companies That Want To Thrive

 
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Companies today need a culture where people want to work!

That means cultivating an environment that allows people to grow, learn, think and thrive.

Leading companies know the traditional company 401k presentation does not address the broader emotions and stress people have when it comes to money. And as they encourage their associates to be healthy, they know that financial wellness needs to be part of their benefits curriculum.

The impact of financial stress to companies can be seen in productivity, health care costs, employee engagement and delayed retirements.  

This is something we can CHANGE.

Let’s work together to help your associates feel less money stress and thrive!


 
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The A Rich Life™ workshop is not another one-way presentation about personal finance.

Program content comes from multiple disciplines and brings together art and science, research and real-world experience. Each session includes:

  • Dynamic exercises

  • Engaging storytelling

  • Proven frameworks & action steps for implementation

  • Insights and ideas to increase financial decision-making clarity and confidence

 

Great host!
Informative webinar!

★★★★★
— People Operations. Nuance (global tech company recently acquired by Microsoft)
We really appreciated Sheila’s outlook on spending, how to save and how to use money so that it works for us.
★★★★★
— Human Resources. First Republic Bank (large U.S. bank & wealth management company)
 

Workshops are offered as a single engagement or series.

Popular topics include:

  • Rethinking Retirement

  • Why a Values-Based Spending Plan

  • understanding company benefits

  • talking about money with loved ones

  • building cash reserves

  • Financial Grace + Gratitude

We can also collaborate on a customized program tailored to your specific needs!

After the workshop, I realized I’ve been asking the wrong questions about retirement. Sheila opened my eyes and I’ve already taken steps toward my ideal future!
— Ulrika, Lawyer. Chicago, IL
Linking values with making financial decisions was new to me and is a game changer. What a profound way to frame money thinking!
— Maura, Consultant. Washington, D.C.

 

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Work today is no longer fundamentally contractual. People are looking for more. Are you a company that takes employee stewardship seriously? Let’s talk about how we can energize your associates and expand their wellness!