Financial Wellness Programs
for High-Performing Teams
Your employees are earning well. Most of them have no idea what to do with it.
Paycheck to Power is a practical financial education program that helps high-performing teams get clarity on their money — so they can make better decisions, reduce financial stress, and actually understand the compensation they've worked hard to earn.
Your team is earning well.
That doesn't mean they're financially confident.
High-performing professionals often have strong salaries, equity, bonuses, and benefits packages. And most of them are quietly confused about all of it.
They're not maximizing their 401k. They don't fully understand their equity. They're making reactive financial decisions instead of strategic ones. And the financial stress that comes with that confusion affects how they show up at work.
The result:
Underutilized benefits that cost your company money to offer
Employees who don't fully understand or value their total compensation
Financial stress that drives disengagement and attrition
High earners who still feel financially behind — and blame themselves for it
Understanding what happens when a paycheck hits — and how to organize it intentionally. Income flow, account structure, the right order of operations.
So employees stop reacting to their money and start directing it.
01
Structure
Creating clear rules for saving, investing, lifestyle spending, and short, mid, and long-term goals. Not budgeting — a system that runs without constant decision-making.
So employees know exactly where their money is going and why.
02
Allocate
Maximizing benefits, retirement plans, equity compensation, and total comp. The stuff HR explains once during onboarding and employees never fully absorb.
So employees actually use what your company is already offering them.
This is education — not investment management or tax guidance. Focused on building confident, capable earners.
03
Optimize
Paycheck to Power
What your team walks away with
A clear picture of their financial baseline — what they have, what's missing, what to fix first
A framework for organizing income and savings that works without constant attention
Better understanding and utilization of their company benefits and compensation
Increased confidence in financial decisions — raises, job changes, equity vesting, career transitions
A long-term financial direction aligned with their career stage and goals
Most employees have never had anyone sit down and explain this. It lands.
Single Session Workshop
60–90 minutes · Virtual or in-person
A standalone session covering one core pillar or a curated overview of all three. Ideal for ERG programming, team all-hands, or a one-time financial wellness event.
Multi-Part Series
3–4 sessions · Virtual or in-person
A structured series that builds session by session — from financial baseline to full system. Employees leave with a complete framework, not just a single concept. Ideal for ERGs, HiPo cohorts, or leadership development programs.
ERG / IRG Workshop
60–90 minutes · Tailored to your community
Designed for Women's ERGs, early-career groups, or affinity communities. Content is adapted to the specific financial situations and career stages of your group.
Custom Leadership or HiPo Session
Custom format · Executive or senior IC audience
For high-potential employees or senior leaders navigating complex compensation — equity, deferred comp, multi-income households, career transition planning.
Built for how your team actually works
Financially confident employees make stronger career decisions, engage more deeply in their roles, and better understand and value the total compensation your company offers.
This isn't a perk. It's infrastructure.
of employees say financial stress affects their work performance
PwC Employee Financial Wellness Survey
0
%
lost per employee per year in productivity due to financial stress
Financial Health Network
$
0
more likely to stay at a company that supports their financial wellbeing
Bank of America Workplace Benefits Report
0
X
Why financial wellness is a business decision
Delivered for:
Handshake
Paycheck to Power, Women's ERG
TripleLift
Paycheck to Power, Women's ERG
Sensor Tower
Paycheck to Power, Women's ERG
Oceans Talent
3-part Financial Foundations Series, Global Team
Why this lands differently
Most financial education programs are built for a general audience. This one is built for high-achieving professionals navigating complex compensation, growing incomes, and big career decisions.
I spent 20 years as an executive at companies like Indeed, Wix, and Datto — leading teams, navigating compensation decisions, and building the financial system that eventually let me step away from corporate on my own terms.
I'm not a financial advisor talking at your team. I'm someone who has lived this — and built a practical framework that actually works for high earners.
No — the content works for anyone. That said, it was originally designed for Women's ERGs and the examples and framing resonate strongly with that audience. It's been delivered to mixed groups and works equally well.
Not at all. Sessions are educational — employees learn frameworks and apply them privately. Nothing personal is shared or required.
Yes. Every engagement starts with a brief conversation about your team's makeup, career stages, and what you most want them to walk away with. The core framework stays consistent — the examples, emphasis, and Q&A are tailored to your group.
Most benefits providers offer generic financial literacy content — budgeting basics, debt payoff, retirement calculators. This goes much deeper on what high earners actually deal with: complex compensation, equity, benefits optimization, and career-driven financial decisions.
Pricing depends on format, length, and audience size. Reach out and we'll figure out what makes sense for your team and budget.
Send a message using the form below. I'll get back to you within 48 hours to set up a quick call.
Common questions
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