Sixty-eight percent of employees would prioritize financial wellness benefits above an extra week of vacation.
65 percent now expect their employer to offer them more financial support than they did before the pandemic.
83 percent of employees view financial wellness benefits as a sign their employer values them and their work.
73 percent of Americans rank finances as the number one stress in their life.
Sources: Betterment, Capital One Creditwise
Financial wellness programs that get results.
Increase Engagement
Reduce Stress
Improve Productivity
Build Stronger Relationships
FALL 2026
Financial Wellness Workshops
Four new interactive workshops on the psychology of money — built for real conversation, not lectures. All programs are live, interactive, and available in person or virtually. In person programs are available as 60-minute sessions or half day events. Virtual programs are available as 60-minute sessions and as a series.
The Belle of It All
Breaking down the real money lessons hidden inside Strangers: A Love Story
This workshop uses Belle Burden's bestselling divorce memoir (soon a Netflix film with Gwyneth Paltrow) — and The New Yorker's revelation that she actually had $63 million in assets when she married — as a jumping-off point for real talk about money, marriage, and financial mistakes women make at every wealth level. No need to have read the book.
Or email info@financialwellnessstrategies.com
The Algorithm Wants You Broke
What your social feed, favorite shows, and influencers are really doing to your finances
An honest, interactive look at how what we watch and scroll shapes what we spend — and why the comparison you feel scrolling Instagram isn't an accident.
Or email info@financialwellnessstrategies.com
Your Designer Handbag Does Not Love You Back
Managing spending in a material world
A fun, judgment-free look at the psychology behind how and why we spend — the emotional triggers, marketing, and social pressure behind purchases we maybe shouldn't be making.
Or email info@financialwellnessstrategies.com
Your Brain on Money
How emotions and hidden biases are running your financial life — and what to do about it
Research shows only a small share of our financial decisions are truly deliberate; the rest are driven by emotion, bias, and brain wiring. A highly interactive session on getting back in the driver's seat.
Or email info@financialwellnessstrategies.com
Bespoke Programming
Looking for something unique? We will work with you to find the perfect program to meet your needs. Some ideas include: financial wellness for new parents, LGBTQIA financial wellness, new employee benefits strategies, elder care financial wellness, and more.
Or email info@financialwellnessstrategies.com
“Financial grownups are rare in our society. Sadly, it’s taking a toll on our physical, emotional, and relational selves. Bobbi has done a wonderful job of laying the groundwork for a new narrative for anyone willing to take the journey.”
Tony Robbins
Author of the #1 New York Times Bestseller Money: Master the Game
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