Help Your Employees Take Control of Their Money

Practical, real-world financial coaching that reduces stress, improves focus, and builds habits your team can actually stick to.

WHY THIS MATTERS

Financial stress doesn’t stay at home — it shows up at work.

When employees are worried about money, it affects:

• Focus and productivity

• Attendance and reliability

• Overall morale

The goal isn’t just to “teach finance.”
It’s to give your team simple, practical systems they can use immediately — so they feel more in control and less overwhelmed.

WHAT I OFFER

Lunch & Learn Sessions
A casual, informative session designed to introduce practical financial strategies in a relaxed setting.

Financial Workshops
A deeper, more structured session focused on helping your team build real, usable systems.

Team Workshop + Personal Coaching Sessions
Combine a group workshop with one-on-one support for employees who want more personalized guidance.

All sessions are available in-person or virtual.

TOPICS COVERED

Every session is practical and easy to follow — no jargon, no complicated strategies.

Common topics include:

• Building a budget that actually works

• Breaking the paycheck-to-paycheck cycle

• Creating a simple savings system

• Managing irregular expenses (so nothing “surprises” you)

• Developing long-term financial habits

WHY NEW ROAD FINANCIAL GROUP

This isn’t theory — it’s real-life experience.

I work with everyday people who are trying to:

• Stop overspending

• Build savings

• Get control of their financial situation

My approach is simple:

Clear plan. Real structure. No overwhelm.

The goal is to give your employees tools they’ll actually use — not information they’ll forget.

PRICING

Every business is different.

Pricing is based on:

• Group size

• Session length

• Format (virtual or in-person)

• Number of sessions

👉 Request a quote below to get a customized plan for your team