Corporate Financial Wellness Coaching

Empower Your Team with Financial Confidence & Calm

Custom financial wellness programs designed to reduce stress, boost clarity, and strengthen your company culture.

Money stress doesn’t stay at home. It follows employees into work—affecting focus, morale, and overall well-being. By offering tailored financial wellness support, you help your team feel seen, supported, and empowered to make confident financial decisions—at work and at home.

Program Formats We Offer:

Live or virtual workshops on relevant topics like budgeting with ease, setting real-life goals, simplifying debt, maximizing benefits, and navigating financial stress.
Private 1:1 coaching (virtual or onsite) where employees gain personalized strategies grounded in empathy and behavioral insights.
On-demand support through email or Slack check-ins—so help is always available.
Curated resource library with easy-to-use tools, templates, and guides tailored to different financial needs.

Results You Can Expect:

Boosted financial literacy and confidence across your team
Lower employee anxiety, increasing focus and productivity
Improved retention and overall job satisfaction
A culture that values personal well-being and emotional safety

Why Partner with Illuminate Financial:

I bring a compassionate, behavior-first approach to financial guidance—not one-size-fits-all trainings. I create inclusive, trauma-aware programs that meet employees where they are, with kindness and clarity. Your team will feel safe, supported, and equipped to build healthier financial habits.

Serving: Small teams, startups, remote teams, women-owned businesses, and more.
Based in Bozeman, Montana – Available nationwide via Google Meets.

Investment: Every organization is unique. Pricing is tailored based on session types, group size, and delivery format.

Let’s co-create a program that truly serves your team. Start the conversation today!