Employee Financial Health
and Wellness Workshops
The most powerful gift you can give your employees.
Employer Benefits
According to Morgan Stanley, benefits of improved employee financial health include…
Increased productivity
Increased employee retention
Improved brand reputation
Reduced absenteeism
Better utilization of benefits
Employee Benefits
Morgan Stanley also emphasizes employee benefits of improved financial health, including…
Increased retirement preparedness
Increased productivity both in and out of the work place
Increased job satisfaction
Reduced feelings of financial stress
Reduced healthcare claims
What is a Financial Health and Wellness Workshop?
Financial Health and Wellness Workshops offer practical financial education on topics such as lifestyle inflation, debt management, retirement planning, investing for the future, and money mindset. These interactive workshops combine financial education with behavioral psychology and emotional insight to help employees gain confidence in managing their personal finances. By encouraging open conversation and questions, these workshops foster connection, reduce feelings of financial shame and loneliness, and inspire lasting change.
Why Choose a Sound Financial Therapy Workshop?
Sound Financial Therapy understands that money is deeply personal - shaped by our upbringing, culture, and emotions. These workshops go beyond basic financial education to help employees develop both practical financial skills and a more compassionate, empowered relationship with money.
Sound Financial Therapy creates a supportive, non-judgmental space where no prior financial knowledge is assumed, so employees can feel safe asking even their most vulnerable personal finance questions.
All Financial Health and Wellness Workshops are led by Kate Dorman, a Licensed Independent Clinical Social Worker (LICSW), Certified Financial Therapist (CFT), and Certified Financial Social Worker.
Is a Financial Health and Wellness Workshop Right for My Company?
These workshops are ideal for all employers looking to support their employees’ financial and emotional well-being. Employers and employees at both non-profit (403bs) and for profit companies have benefited as a result of these workshops.
Employers have chosen to provide their employees Financial Health and Wellness Workshops for reasons such as -
Many new employees are being onboarded
Signs of employee burnout (reduced productivity, high turnover, etc.)
Few employees are utilizing available workplace benefits
Employees recently received or will be receiving raises or bonuses
How Are Financial Health and Wellness Workshops Structured?
Sound Financial Therapy collaborates with employers to ensure that each workshop meets their specific needs and goals. Workshops can be offered as a one-time event or an ongoing series. Workshops can also vary in duration (90 minutes, 2 hours, or half day).
Content is fully customizable and may include topics such as debt management, retirement planning, investment options, or money mindset (to name a few). Sound Financial Therapy can also provide tailored guidance on you company’s specific benefits, including 401k options and healthcare plans (HSAs, FSAs, etc.).
Workshops are offered virtually nationwide and in person in the Puget Sound region.