Equip Your Workforce with Corporate Financial Wellness
The workplace toolkit your people need: clear steps, money tools, and real help—via interactive workshops, confidential office hours, and leader coaching.
BOOK A CALLWhy Trust Us
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AJ Schneider
AJ Schneider has coached 300+ clients and leads BTG’s small-business work as your fractional-CFO partner. She turns complex numbers into plain-English decisions and brings real-world results.
AJ is a Goldman Sachs 10,000 Small Businesses (10KSB) Graduate and regularly shares thought leadership through blogs, media posts, and educational content. Trusted by small businesses across industries.
Book a CallFinancial stress follows people to work. BTG’s corporate financial wellness installs a simple rhythm—interactive workshops, confidential 1:1 office hours, and leader coaching—so confusion becomes clear next steps this week. Built for your culture and roles, not a canned deck.
what you might be seeing
"High employee stress around debt, budgeting, and unexpected expenses."
"Managers fielding money‑related concerns that drag on time and morale."
"Under‑utilized benefits because people don’t know how to choose or use them.."
"Rising absenteeism or presenteeism tied to financial anxiety."
"Leaders who want to model stability but need a simple operating system."
Your closing statement goes here.
Get a Custom ProposalWhat your company gets
Live Workshops (virtual or onsite)
60–90 minutes, interactive, with Q&A.
Employee Office Hours
Confidential 1:1s (15–30 min) for specific questions and next steps.
Action Toolkits
Checklists, worksheets, and BTG templates (cash-flow, money date, debt tracker, savings buckets).
Follow-Up Series
Optional 3–6 session cohort to build habits and accountability.
Leadership / Founder Strategy
Executive sessions to install a finance rhythm (dashboards, reviews, decisions in 30 minutes).
Impact Wrap-Up
Anonymized insights, attendance, and themes to inform benefits and future programming.
PROGRAMS
WORKSHOPS
Interactive sessions customized to your team's needs and industry context.
Inquire for WorkshopsEMPLOYEE OFFICE HOURS
Format: Confidential 15–30 minute 1:1s.
Focus: Quick triage, next best step; simple templates/resources as needed.
LEADERSHIP & FOUNDER STRATEGY
Design a finance rhythm, monthly/quarterly reviews, 13-week cash view, and scenario planning—so leaders model calm, clear decisions for the team.
Talk Executive StrategyTerm & Investment: Custom; scoped after discovery based on team size, delivery mode, and add‑ons.
Why Financial Wellness Matters at Work
Financial stress doesn't stay at home — 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.
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 3–6 part series with office hours in between to drive action.
Is this a benefits or product presentation?
No. We don’t sell financial products and we don’t take commissions. We’re an independent coaching firm.
Do you provide specific investing or tax advice?
No. We don’t 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 use pre/post surveys, attendance, and anonymized behavior indicators.
What’s required on our side?
A coordinator for scheduling and communications, a Zoom link or room, and a point person for maintaining contact.
