Financial Wellness Office Hours

Our most cost-effective offering.

Office Hours allow HR and business leaders to provide financial wellness benefits that promote empathy and a genuine sense of community, within your budget. With Office Hours, groups will participate in virtual group Q&A sessions to have their financial wellness questions answered in real-time.

Your teams and/or clients will discover strategies to manage their most pressing financial challenges and in turn lead happier, healthier and less stressful lives. And that means increased productivity and engagement for your organization (not to mention a benefits boost!).

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What are some sample questions employees may want to ask during a virtual Q&A?

  • “Money is tight right now, and I’m having a hard time keeping up with credit card bills and saving for retirement. Should I prioritize paying off debt or investing for the future?”

  • “What are some tax-efficient strategies for saving and investing?”

  • "There’s a lot of employee benefits my company offers but I'm not sure which ones are best for my situation. How do I know which ones are right for me?"

With Office Hours, You’ll Receive:

  • 40-minute live group virtual Q&A sessions

  • Focus on empathetic conversations and realistic strategies – not lectures

  • Questions submitted by employees and approved by you in advance

  • Option to have participants share their perspective on questions by peers

  • Password protected recordings available up to 7 days after the live sessions

  • Purchase as a weekly or monthly series

  • Discounts available based on the number of sessions booked

Pricing & Packages:

1.) Financial Wellness Intro: $4,999 ($1666 per session)

***Introductory special: $2,999 ($999 per sesssion)***

Includes three Q&A office hours sessions, a one-hour consultation and a half-hour prep meeting prior to sessions to ensure content and flow alignment.

2.) Money Masters Trio: $5,999 ($1,999 per session)

Includes three Q&A office hours sessions, a one-hour consultation and a half-hour prep meeting prior to sessions to ensure content and flow alignment. Additional check-in optional.

3.) Financial Fitness Series: $10,799 ($1,799 per session)

Includes six Q&A office hours sessions, a one-hour consultation and a half-hour prep meeting prior to sessions to ensure content and flow alignment. Additional check-ins optional. Per session rate applies for 6+ sessions.