Employer Program

Empower Your Employees with Financial Confidence

A financially confident workforce is a more engaged and productive workforce. YourMoney101.org partners with businesses to offer financial education, coaching, and mentoring—helping employees reduce financial stress and focus on what they do best.

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A Benefit for Your Employees is a Benefit For Your Business

Investing in financial wellness leads to a healthier, more focused, and more productive workforce.

Financial worries impact focus and productivity. Our program helps employees gain control of their finances, leading to a healthier, more engaged workforce.

Studies show employees struggling with money lose hours of focus each week. Providing financial education helps them stay present, motivated, and productive on the job.

Offering financial wellness support shows your commitment to your employees’ long-term success and wellbeing. Our workplace programs can be considered part of your overall benefits package.

For a reasonable fee, you can bring personalized financial education to your workplace, delivering lasting value to your workforce.

Flexible, Accessible & Confidential

Our flexible engagement model ensures employees have continuous access to financial guidance – whether through onsite visits, virtual meetings, personalized support or educational resources—so they can get the help they need when they need it.

We offer flexible in-person and virtual sessions tailored to your team’s needs. Onsite visits are scheduled per contract, and virtual meetings can provide added flexibility.

Employees don’t need to wait for a scheduled session – they can reach out to us anytime to answer financial questions or to provide guidance.

One-on-one meetings can be requested outside of regular business hours and at locations that work best for employees. Families are also encouraged to attend mentoring meetings.

We send occasional emails to colleagues with concise, relevant information related to the program. Personalized content can be provided upon request.

The Engagement Process

After completing the intake form and scheduling a call with Mark, we’ll schedule your workplace session and go through the following steps:

Identify Topics of Interest & Compile Questions

We will work with your company contact(s) to identify financial literacy topics of interest for an initial presentation to your employees. The presentation can be a Lunch & Learn, a Q&A session, or a general Info session and typically lasts 45 to 90 minutes depending on the topics covered. While not a requirement, we encourage employees to submit their questions in advance as those questions along with questions asked during the presentation often result in a very engaging experience for the audience and the presenter.

Interactive Q&A Session

We host group “Q&A-based Info Sessions” where participants will receive insights on key financial topics, helping them build their knowledge of personal finance and developing their confidence in money management.

Personalized Support

After the Info Session, participants can schedule one-on-one coaching to discuss their personal finances. We encourage family involvement during the mentoring sessions to support long-term financial success and to ensure family members are all aligned on their financial plan. For organizations with an ongoing contract with us, the 1:1 mentoring meetings are an ongoing component of your Financial Wellness Program.

Ongoing Guidance

Employees can choose one-time or ongoing mentoring, ensuring they have continuous access to financial education and support their own pace.

Our Latest Success Stories

Hear from our program participants about how they transformed their financial habits after working with YourMoney101.

I had the pleasure of working with Mark and YourMoney101 earlier this year, when starting my new business. He was incredibly helpful and assisted me in navigating my next steps, questions, and even provided me with future resources that could be helpful. Mark is accessible, always answering in a timely manner, and very kind and encouraging. No matter what the question is, he is there to help with a knowledge-based perspective. I would work with Mark any time and recommend YourMoney101 to clients, family, or friends!” 

Sarah S.

Program Participant

I have been working with Mark for over a year now and he has helped me so much. Let me start by saying how kind, patient, and knowledgeable he is. I have been able to make some of the changes that I needed to with his guidance and listening and understanding my concerns and goals. He is committed to helping his clients and making sure they feel comfortable during the process. Mark explains things in a way you can understand, which makes it so refreshing to walk away feeling more knowledgeable when making decisions. I highly recommend Mark and his seasoned experience in the financial field and I feel very blessed that I can work with him for my financial goals. 

Sheri S.

Program Participant

I had the pleasure of working with Mark and YourMoney101 earlier this year, when starting my new business. He was incredibly helpful and assisted me in navigating my next steps, questions, and even provided me with future resources that could be helpful. Mark is accessible, always answering in a timely manner, and very kind and encouraging. No matter what the question is, he is there to help with a knowledge-based perspective. I would work with Mark any time and recommend YourMoney101 to clients, family, or friends!” 

Sarah S.

Program Participant

I had the pleasure of working with Mark and YourMoney101 earlier this year, when starting my new business. He was incredibly helpful and assisted me in navigating my next steps, questions, and even provided me with future resources that could be helpful. Mark is accessible, always answering in a timely manner, and very kind and encouraging. No matter what the question is, he is there to help with a knowledge-based perspective. I would work with Mark any time and recommend YourMoney101 to clients, family, or friends!” 

Sarah S.

Program Participant

I had the pleasure of working with Mark and YourMoney101 earlier this year, when starting my new business. He was incredibly helpful and assisted me in navigating my next steps, questions, and even provided me with future resources that could be helpful. Mark is accessible, always answering in a timely manner, and very kind and encouraging. No matter what the question is, he is there to help with a knowledge-based perspective. I would work with Mark any time and recommend YourMoney101 to clients, family, or friends!” 

Sarah S.

Program Participant

I had the pleasure of working with Mark and YourMoney101 earlier this year, when starting my new business. He was incredibly helpful and assisted me in navigating my next steps, questions, and even provided me with future resources that could be helpful. Mark is accessible, always answering in a timely manner, and very kind and encouraging. No matter what the question is, he is there to help with a knowledge-based perspective. I would work with Mark any time and recommend YourMoney101 to clients, family, or friends!” 

Sarah S.

Program Participant

Schedule a Call

Ready to bring financial wellness to your workplace? Schedule a call to discuss your objectives. We’ll go over how the program works, how we tailor the program to your company, and determine if one-time or recurring sessions would work best for your goals and budget.

Let's Talk