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Copyright 2020 Teaching Kids to Buy Stocks

The information on this website is for information and education only and is NOT advice.

Corporate Financial Wellness Programs

The Program Building Process

Foundation Phase

Program Phase

Follow Up Phase

  • Discovery

  • Define

  • Design

  • Pre-Programming

  • Implementation

  • Post-Programming

  • Measurement

  • Feedback

  • Re-Discovery

We are proud to offer customized Financial Wellness Programs for companies and organizations. We will design a program specifically for your organization, based on your unique goals and objectives.

Happy and healthy employees are good for business.


As an employer, you design your benefits program to help keep employees healthy and productive, but did you know that financial stress is major contributor to poor physical health?


Individuals with high levels of financial stress are more likely to suffer from depression, headaches, sleep issues, substance abuse, lethargy and a host of other mental and physical ailments. This creates a negative feedback loop that can be difficult to overcome.

Unfortunately, financial literacy and personal finance education is severely lacking in schools and homes across the country. In addition, traditional financial education programs may not be effective at managing the behaviors that cause financial stress. 


We work with your organization to design a program that meets your employees where they are in life. We offer interactive "just-in-time" training that helps employees gain confidence in their ability to make important financial decisions.

Every organization is different, and every employee is different. Your Financial Wellness Program should be tailored to the urgent and pressing needs of your employees. We work with you to build a program that addresses the specific needs of different groups. 

Financial stress and anxiety can contribute to employee health problems, high absenteeism, poor workplace performance and high turnover.


According to the American Psychological Association,  "Nearly three-quarters (72 percent) of adults report feeling stressed about money at least some of the time and nearly one-quarter say that they experience extreme stress about money (22 percent rate their stress about money during the past month as an 8, 9 or 10 on a 10-point scale). In some cases, people are even putting their health care needs on hold because of financial concerns."

On the other hand, an effective Financial Wellness Program that is focused on measurable results can help employers retain and support employees, creating a more productive and efficient work environment.

Call or email today to discuss the ways we can help you determine the education resources you need to help improve the financial lives of your employees.


J. J. Wenrich is a Certified Financial Planner, Certified Financial Education Instructor, as well as author of the book and blog Teaching Kids to Buy Stocks: Stories and Lessons for Grown-Ups.