Concurrent Financial Planning

Corporate Financial Wellness Conversation

Life Money Balance® @ Work Corporate Wellness Design 

We aim to empower your employees to be their best selves by reducing worry and stress through financial wellness services that place their interests and well-being first. Your employees deserve a trusted space with a no-shame no-judgment environment to receive financial education that produces positive life and money outcomes. 

Our team of credentialed and respected thought leaders are practitioners in financial—planning, coaching, therapy, psychology, and the academic profession. Allowing us to lead with compassion and a people-first approach that ensures interactions that contribute to building life and money wealth.

Our conversation will discuss your corporate wellness needs.

How Can Our Financial Wellness Conversations Help You?