Investing in Your Team
A Different Approach to Financial Wellness
Give your team an hour to think differently about money and clear the fog of financial stress.
"Where the heck did my money go?"
Chances are, a lot of your employees are asking themselves that exact question right now.
Financial stress isn't conveniently left at home when people leave for work.
It lingers.
It drains focus, lowers morale and can take a toll on productivity. *
The good news? There's a way to clear the mist and get out of the financial fog. You just need to give them a map.
Actually, a Money Map.
That's where Budget YOU! steps in. We explore why we make the financial choices we make . . . and how to make better choices easier.
Your team gets practical tools, zero jargon and a space to look at their habits without shame or judgment.
* Is Financial Stress Sabotaging Productivity? | University of Phoenix
* 2026 Employee Financial Wellness Survey: PwC
In 60 minutes, your team will discover a different mindset for budgeting
WHY you buy
Unpacking how emotions, convenience, habits and social influences drive our daily financial choices.
WHAT you need
Pushing aside the "spend, spend, spend!" noise to parse out what we need so we can be intentional with our spending.
HOW you budget
Once we learn WHY and WHAT, we use a Money Map to learn HOW to align our spending and saving with our goals.
What you get for the same 60 minutes
A turnkey, one-hour financial wellness experience for your employees.
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Interactive presentation and discussion held at your Kitsap, Mason or Pierce county location
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Practical behavior-based strategies
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Money Map framework
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Questions and conversation
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Maximum 20 participants per session
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No financial products or sales pitches
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No individual financial information shared with the employer
Pro tip: Team up!
Don't have enough employees for a small group or team workshop?
Pair up with another small organization and split the cost!
Next Steps
"Where the heck did my money go?"
Bring this one-hour, in-house workshop to your Kitsap, Mason or Pierce county team to learn how to become more financially savvy wherever they are on their financial journey.
Please note: Budget YOU! workshops are capped at 20 participants per session.
Why?
Because real learning happens when people's voices are heard, opinions flow freely and perspectives are shared.
Money is serious. Talking about it doesn't have to be.
Keep the momentum going
Add a quarterly check-in to reinforce positive habits, introduce new practical tips and keep the motivation sparked!
Financial education, not advice
Budget YOU! teaches the mindset and framework to help people take control of their finances. We do not provide individual financial advice. Please seek a professional advisor, CPA and others for advice specific to individual needs. Information about attending "Be the Boss of Your Bucks!" will be shared with "Where the Heck Did My Money Go?" participants. Budget YOU! does not sell any financial products or one-on-one sessions. We also keep your private information just that: private.
We are committed to ditching the jargon, ditching the judgment and ditching the mindset that holds people back.
We are committed to providing practical tools, real conversations and showing a path to being intentional about using your money.
Let's do this. Together!