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Corporate Financial Wellness Programs for Employees | Money Strong

Money Strong helps employees build financial confidence, strengthen financial habits, and make better financial decisions through practical education and implementation tools.

Hours
The average amount of hours each employee spends per week on their personal finances while at work!

Financial Stress Impacts Workplace Performance

Financial stress affects employee focus, productivity, and retention.

Employees often struggle with:
• Budgeting and cash flow
• Debt management
• Understanding benefits
• Saving and investing
• Financial decision-making

Financial wellness is not just a personal issue — it is a workplace performance issue.
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Practical Financial Education for Employees

Money Strong provides employees with:

✔ clear financial decision frameworks
✔ practical tools they can use immediately
✔ guidance without jargon or judgment
✔ confidence to take meaningful financial action

The program is designed as neutral financial education, not financial product sales.
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The Money Strong Difference

Trusted Financial Education

Money Strong programs are designed to be a neutral, trusted learning experience.

✔ No investment product sales
✔ No insurance upsells
✔ No financial advisor client acquisition

Employees receive practical financial education they can trust, while organizations provide meaningful financial wellness support.

Program Formats

Lunch & Learn Pilot

Ideal for introducing financial wellness programming.

Includes:
• 60–75 minute kickoff session
• interactive Q&A
• self-guided financial tools and resources for employees

Investment
Starting at $2,900
(+ travel if in person)

Signature Money Strong Program 

A structured program guiding students through the full 5-part Money Strong framework across five various sessions.

Format:
Session 1: Live kickoff
Sessions 2–4: Interactive webinars
Session 5: Commencement session

Investment
$9,900 (up to 25 employees)
+$399 per additional employee

Money Strong Bootcamp

Immersive full-day financial wellness workshop covering the complete program.

Includes:
• interactive exercises
• student financial planning
• Online tools and Resources
• practical decision frameworks

Investment
$9,900 (up to 25 employees)
+$399 per additional employee

Optional Add-On Programs

1 on 1 Employee Coaching

Employees can receive personalized financial coaching sessions.
Investment
$199 per 30-minute session

New Hire Financial Orientation

Help new employees understand compensation, benefits, and financial planning as they transition into the workforce.
Investment - $2,900

Train-the-Trainer for Managers

Equip managers with the tools and confidence to reinforce financial wellness conversations across teams.
Investment - $2,900

Behavioral Finance at Work

Learn how habits, emotions, and psychology influence everyday financial decision.
Pricing varies

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Program Results Snapshot

Participant Outcomes
Recent cohort feedback:
• Overall workshop experience: 4.33 / 5
• Confidence managing finances increased
• Financial stress decreased
• Most participants planned to take action within one week

What Our Participants Say

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“I wish I had this before undergrad. The tools and mindset shift came at exactly the right time for me and for my 17-year-old.”
Tamara M. – IT Specialist, Federal Government
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“The connection between behavioral finance, personal history, and decision-making was incredibly effective. This material translates across disciplines.”
Tom K. – Butler Professor
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“It didn’t feel judgmental. It felt empowering. That’s why I stayed engaged.”
Brad D., Strategy & Experience Design
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“The reminder to give yourself grace when you miss a budget target was huge. That mindset alone makes this sustainable.”
Kim G. – MBA Student

How Implementation Works

Simple Program Implementation

1️⃣ Select program format
2️⃣ Confirm delivery dates
3️⃣ Promote program to student cohort
4️⃣ Deliver program and gather feedback

Email bryan@moneystrong.net or call at 317-496-0598 to schedule.
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About Dr. Bryan Foltice

Dr. Bryan Foltice is an Associate Professor of Finance at Butler University and co-founder of Money Strong LLC.

He holds a Ph.D. in Finance from the University of Münster and an MBA from the University of North Florida. His research focuses on Behavioral Finance, Household Finance, and Financial Decision Making, and is published in journals including Decision Analysis and the Review of Behavioral Finance.

Before academia, Bryan worked at Deutsche Bank and Fidelity Investments, giving him practical insight into global markets and real-world investing.

He also played semi-professional basketball in Germany, an experience that shaped his discipline, performance mindset, and approach to coaching students and professionals alike.

He is host of the Bryan Foltice Behavioral Finance Podcast and believes that once someone attends his program, they have a lifelong resource.
“It's called the Foltice Lifetime Guarantee. If you’ve had me in class, you’ve got me as a resource for life.”

Dr. Bryan Foltice

Money Strong Founder
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