Financial wellness powered by real coachingβfor employees and the business
Practical financial supportβdelivered through workshops, private coaching, online courses and leadership guidance.
BOOK A CALLWhy companies trust Beyond The Green
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Financial stress isn't just personalβit directly impacts workplace performance. Distracted employees lose productivity, make slower decisions, and drive higher absenteeism and turnover.
Before the workshop, most employees didn't know they had this option or how to use it. After the workshop with AJ, 10 out of 13 employees signed up for the 401K benefit! That's 77% of the team.
β Luminous Mental Health
Companies that invest in financial wellness see stronger focus, engagement, and retentionβbecause reducing money stress improves performance. That's why personalized support matters more than generic tools.
Book a CallOUR PARTNERS
Financial stress follows people to work. BTG delivers practical financial supportβworkshops, confidential coaching, and leadership strategyβthat turns overwhelm into clarity employees can use immediately.
what you might be seeing
"Employees with one foot out the door.
"Managers spending more time handling employees personal stressors than managing teams."
"Underβutilized benefits because people donβt know how to choose or use them.."
"Rising stories of employee's feeling burnout, depressed and anxious."
"A leadership team that feels held back by turnover and training."
A desire to help your employees but currently don't offer retirement benefits.
One of the most powerful ways to care for your employeesβand drive growthβis to support their vision for a financially stress-free life.
Get a Custom ProposalWhat your company gets
Live Workshops (virtual or onsite)
60β90 minutes, interactive, with Q&A.
Employee Office Hours
Confidential 1:1s (30-60 min) for specific questions and step by step guidance.
Action Toolkits
Bespoke templates, workbooks, and resources that will provide immediate relief.
Clear reporting on program ROI
Monthly, Quarterly and wrap up reporting to ensure you understand the benefit and impact.
Leadership / Founder Strategy
Executive sessions to analyze revenue streams and cut unnecessary spending for financial growth.
Access to online courses
Continued support at a low cost way for long term impact.
PROGRAMS
WORKSHOPS
Interactive sessions customized to your team's needs and industry context.
Inquire for WorkshopsEMPLOYEE OFFICE HOURS
Format: Confidential 30-60 minute 1:1s.
Focus: Quick triage, next best step; simple templates/resources as needed.
LEADERSHIP & FOUNDER STRATEGY
Executive sessions to evaluate revenue streams, uncover opportunities for efficiency, and reduce unnecessary expensesβso growth is intentional and financially sound.
Talk Executive StrategyTerms & Investment: Custom pricing, scoped after discovery based on team size, delivery format, and selected add-ons.
Why Financial Wellness Matters at Work
Financial stress doesn't stay at home β it follows employees into the workplace and directly impacts performance, engagement, and retention.
of employees report stress about money
Financial stress is one of the leading causes of distraction and burnout at work.
Hours / Week lost per employee due to financial worries
Time spent worrying about money reduces focus and productivity.
Higher Risk of disengagement among financially stressed employees
Money stress directly impacts morale, absenteeism, and retention.
What participants said
This information is perfectly aligned with the season I am in of managing my money mindset personally and in business.
After my difficult experience with money during the pandemic, I realized the importance of learning to say no β especially when it comes to unnecessary spending. I knew I had to educate myself about personal finance and money management.
This was INCREDIBLE! Thank you so much for this presentation, your approach was amazing and well received.
Excellent presentation, very easy to understand!
Very informative and looking forward to the monthly newsletter.
Thank you! This was an awesome webinar!!
Thank you so much for this!
This was great, thank you for the information and time.
This information is perfectly aligned with the season I am in of managing my money mindset personally and in business.
After my difficult experience with money during the pandemic, I realized the importance of learning to say no β especially when it comes to unnecessary spending. I knew I had to educate myself about personal finance and money management.
This was INCREDIBLE! Thank you so much for this presentation, your approach was amazing and well received.
Excellent presentation, very easy to understand!
Very informative and looking forward to the monthly newsletter.
Thank you! This was an awesome webinar!!
Thank you so much for this!
This was great, thank you for the information and time.
This was great, thank you for the information and time.
This was INCREDIBLE! Thank you so much for this presentation, your approach was amazing and well received.
Excellent presentation, very easy to understand!
After my difficult experience with money during the pandemic, I realized the importance of learning to say no β especially when it comes to unnecessary spending. I knew I had to educate myself about personal finance and money management.
Very informative and looking forward to the monthly newsletter.
This information is perfectly aligned with the season I am in of managing my money mindset personally and in business.
Thank you! This was an awesome webinar!!
Thank you so much for this!
This was great, thank you for the information and time.
This was INCREDIBLE! Thank you so much for this presentation, your approach was amazing and well received.
Excellent presentation, very easy to understand!
After my difficult experience with money during the pandemic, I realized the importance of learning to say no β especially when it comes to unnecessary spending. I knew I had to educate myself about personal finance and money management.
Very informative and looking forward to the monthly newsletter.
This information is perfectly aligned with the season I am in of managing my money mindset personally and in business.
Thank you! This was an awesome webinar!!
Thank you so much for this!
Meet your Financial Coaches
Meet our team β and your future favorite person
AJ Schneider
AJ uses a unique method of personal development and strategic financial planning to help clients understand their financial reality and truly change their relationship with money. She believes that when you change your relationship with money, you have the power to change all your relationships β period.
Born in NYC, AJ recently moved to Long Island from Washington, DC with baby girl Mira, her dog Luna, and husband Brett β who she met at sleepaway camp when she was 14!
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Rachel Schmeling
Leah Kelley
Suki Bischoff
FREQUENTLY ASKED QUESTIONS
Do you customize workshops to our industry?
Yes. We tailor examples, scripts, and scenarios to roles and common pay/benefits structures.
Can we run a series instead of a single session?
Absolutely. Many clients start with a 3β6 part series with office hours in between to drive action.
Is this a benefits or product presentation?
No. We donβt sell financial products and we donβt take commissions. Weβre an independent coaching firm.
Do you provide specific investing or tax advice?
No. We donβt provide specific investing or tax advice; we teach structures and decision frameworks and encourage employees to consult licensed professionals.
How do you measure impact?
We send pre/post surveys, analyze revenue and call-out rates, among other behavior and financial indicators.
Whatβs required on our side?
A point person for maintaining contact. We handle all the marketing, logistics, and KPIs.
