Helping Organizations Build Financial Wellness Through Coaching, Content, + Contracting

Before becoming a Financial Planner and Educator, I worked in financial services in many functions, including as a product marketing lead—building out campaigns, education, and customer language for products people were expected to trust. That background is what sets me apart today.

Now, I help organizations—nonprofits, ERGs, government agencies, and corporate teams—bridge the gap between financial strategy and real-world understanding through coaching, content development, and government contracting. Whatever the engagement, I bring strategy and heart to the work.

73% of adults say they wish they had access to more financial education.

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  • A woman smiling, sitting indoors with a framed painting of a landscape behind her. Text overlay reads: "How I Got Started + One Mistake I Made...". The title text says: "Your Guide To Financial Wellness" Recap: Public Invest + Commonwealth.

    Corporate Financial Wellness Coaching

    Personalized Coaching For Real Financial Confidence

    I offer 1:1 and group financial wellness coaching for employees, ERG members, and community-based organizations. These engagements meet people where they are—addressing budgeting, debt, benefits, saving, and planning with clarity and cultural relevance.

    • Individual and small-group coaching options

    • Custom focus areas based on each client’s goals

    • Delivered virtually or in-person

    63% of employees say money stress affects their performance.

  • Person working on a laptop with a notebook, pen, and coffee mug on a desk near a window.

    Government + Corporate Financial Wellness Contracting

    Scalable, Compliant Financial Wellness Content And Strategy

    For government entities and corporate partners, I offer contract-based support for financial wellness education and communication. I’ve created content and strategic plans that meet both compliance needs and the reality of what people need to know—and how they need to hear it.

    - Financial education curriculum and digital assets

    - RFP/RFI-friendly scopes + execution support
    - Experience working with grant-funded programs and agencies

    Financial wellness is more than a benefit—it’s an equity tool. I help you build it right.

    NAICS CODES:

    - 611430: Professional And Management Development Training

    - 541611: Administrative Management And General Management Consulting Services

    - 541613: Marketing Consulting Services

    - 611710: Educational Support Services

    - 541990 – All Other Professional, Scientific, and Technical Services

    View our Government Capabilities Statement for more on our past performance, certifications, and scope of work.

  • Three women stand around a table, smiling, and discussing documents. They are in a bright office space with large windows.

    Fractional Content + Marketing Work

    Build Financial Wellness Materials That Stick

    From onboarding to open enrollment, your internal and external materials should support consumer brands and financial wellness—not confuse it. I help teams shape financial messaging and materials that resonate, especially when explaining money-related topics that impact your employees, members, or community.

    Whether you're launching a new program, refining current benefits language, or building out an education campaign—I'll help you create communication that’s clear, inclusive, and action-oriented.

    - Brand Messaging Development
    I’ll define your organization’s financial education voice and strategy—aligned with your values, goals, and audience needs.

    - Messaging Implementation
    Support in rolling out your financial wellness messaging across websites, social, internal comms, and campaigns.

    - Messaging + Curriculum Training
    Customized training to ensure employees, ERG leads, and partners can communicate your message with clarity and consistency.

    63% of employees say money stress affects their performance. Clear messaging can move people from awareness to action—and build trust along the way.

  • Woman giving a presentation to a group of people in a bright room with a whiteboard and a clock on the wall.

    360° Financial Wellness Experience

    Bring Together Programming + Messaging For Maximum Impact

    For organizations looking to launch a full financial wellness initiative or campaign, I offer bundled services that combine education, messaging, and strategic planning. I build experiences that are culturally aware, easy to understand, and tailored to your people.

    - Ideal for Financial Wellness Weeks, DEI initiatives, or benefit rollouts
    - Includes speaker sessions, content creation, and consults
    - Designed to meet both strategic and human-centered goals

    Financial wellness should be ongoing—not one and done. Let’s create lasting engagement.

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