Paycheck To Purpose

Financial Empowerment Program


We want your employees to think big about their financial life goals and to see their paycheck as the fuel for financial success.

Our Unique Approach

The Living Paycheck to Purpose Program is designed to take 8 – 15 employees through the financial coaching process. Employees begin by creating their personal vision of financial success and participate in discussions and activities pertaining to goal setting, budgeting, savings, debt reduction, investing, and building wealth.

How Our Program Works

Four Sessions

The program is broken up into four 1-hour sessions delivered live to your employees.

8-15 People

This program is perfectly designed for groups of 8-15 employees.


Participants receive a workbook, access to an online email course, and coaching support.

Dynamic Activities

We’ve tossed out the PowerPoint presentations and ditched the lecture model to focus on individual and group discussions and activities that will help employees enhance their thoughts and behaviors around money management. Key activities include:

  • Visioning: What Does Financial Success Mean to You?
  • Creating a Clear Path to Financial Freedom
  • Rewriting Your Money Scripts
  • A Personal Cash-flow Analysis
  • The Millionaire Quiz

One-On-One Coaching

Your employees will learn the tools they need to feel confident about how they handle money.

Client Love