✨ Corporate Financial Wellness Programs ✨
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Empower Your Team with Financial Wellness That Works
Beyond The Green Coaching partners with forward-thinking businesses to transform financial stress into financial empowerment. Our corporate financial wellness offering is built to increase retention, elevate employee performance, and give your team the confidence they need to thrive inside and outside of work.
At Beyond The Green Coaching, we’re on a mission to transform lives by tackling the real-life challenges that hold people and businesses back. When employees feel confident and motivated in their finances AND their work, they show up differently. They become more engaged, more committed, and more driven to succeed. By empowering your team with financial clarity and aligning their goals with your business objectives, we'll unlock their full potential, driving measurable results in performance, revenue, and overall satisfaction.
Tell Me More“Money is personal—your plan should be too.”
APPLY TODAY🧠What Is a Corporate Financial Wellness Benefit?
We believe corporate wellness is about creating an environment where your employees feel supported, seen, and equipped to succeed in all areas of life, including their finances.
Traditionally, financial benefits have meant offering a 401(k), access to a financial advisor once a year, or hosting a lunch-and-learn about retirement planning. While these are great first steps, they don’t always address what’s really going on behind the scenes:
- Employees are paying off student loans while trying to save for a home.
- They’re managing credit card debt while covering childcare.
- Some may not be contributing to their 401(k) because they’re living paycheck to paycheck; and some don’t even know that it’s a benefit they have access to!
A holistic financial wellness benefit, like what we offer at Beyond The Green, goes beyond access to tools—it focuses on behavior, confidence, and clarity. We help employees understand how to make financial decisions, not just what decisions to make. We don’t just explain retirement plans, we walk people through why they’ve avoided enrolling, what financial stress looks like in real life, and how to take small, doable steps toward long-term security.
Financial stress is the #1 cause of anxiety for working adults (read that sentence again!) It bleeds into performance, motivation, and retention. When your employees have access to tools to manage their money with confidence, everything changes: morale improves, goals become tangible, and your company grows stronger from the inside out.
When your team is financially fit, they’re more productive, loyal, and less likely to burn out. And your business becomes a place where people grow—not just professionally, but personally.
đź’Ľ What We Offer
We deliver a clear, compassionate, and measurable financial wellness experience that includes:
DATA-DRIVEN STRATEGIES
- An initial financial and performance audit that evaluates employee productivity, client retention, and morale.
- Ongoing team surveys to assess stress levels, confidence with money, and alignment with business goals.
TRANSFORMATIVE WORKSHOPS
Each live, interactive session is designed to connect personal empowerment with professional growth. Here are a few examples of workshops we offer:
- Budgeting is the New $elf-Care
Employees learn how budgeting is a radical form of self-care that brings clarity, calm, and control. - Understanding Your 401(k) Benefit
We break down your existing retirement offerings so staff can confidently engage with their benefits. - Debt & Savings Strategy
A straightforward approach to managing debt, saving intentionally, and achieving financial freedom.
PRIVATE COACHING FOR EACH EMPLOYEE
With our benefit, your employees get access to confidential, 1:1 sessions tailored to the real-life financial challenges your team is facing. Whether it’s credit card debt, saving for a home, or simply not knowing where to start, our coaching team meets them where they are. Each employee gets one (1), 60-minute session with our team of expert coaches, a detailed action plan following the call, and exclusive discounts on our 1:1 coaching programs.Â
POST PROGRAM REVIEW
We analyze performance shifts, employee feedback, and business outcomes after six months and strategize next steps for continued success.
💡 Why We’re Different
At Beyond The Green, we don’t throw generic financial advice at your team and hope it sticks. We understand that personal finance is personal, and we do things differently:
- We understand that financial healing is emotional. Our coaches are trained to hold space, not shame.
- We integrate your business goals with each employee’s personal goals. Because when they win, your company wins.
- We don’t just talk spreadsheets—we talk values, behaviors, and mindset, too.
Our programs aren’t one-size-fits-all. They’re personal. And they’re powerful.
 What Clients Are Saying
“[BTGC] helped me to see that my expenses and savings were within expectations (and good), given my income, which felt hard to believe because I was being hard on myself for not saving enough last year. They also helped me understand the value of having someone who could advise me professionally on investing. Now, I have some new words and understandings about how to do some of the things I was stuck on.”
— Therapist, NJ
“The transparency about how to get from one financial space to another was invaluable. Wish we had more time with you!”
— Yoga Teacher, NYC
One small business owner we worked with in the New York area came to us without any clear financial data about her team. She had no way to assess performance or make confident staffing decisions. Through our work together, we helped her identify key financial metrics and patterns that had previously gone unnoticed. She was finally able to make informed employment choices, cut costs where needed, and invest more confidently in her team. Because we’re an outside partner, we could also address sensitive topics with her employees, like financial stress and burnout, that she didn’t feel equipped to bring up herself. It allowed her to lead with more clarity while knowing her staff felt supported and heard. —Therapy Practice Owner, NYC
MEET OUR FINANCIAL
FREEDOM COACHES
Our Financial Freedom coaches help their clients with personal development, career support, salary negotiations, debt repayment and savings plans, historical expenses and budgeting. In addition to individual coaching, we also offer coaching for couples and small businesses/entrepreneurs.
With our signature Corporate Financial Wellness Benefit, your team gets access to confidential, 1:1 coaching calls with this expert team.
AJ SCHNEIDER
AJ uses a unique method of personal development and strategic financial planning to help clients understand their financial reality and change their relationship with money. AJ believes that when you change your relationship with money you have the power to change all your relationships, period. Born in NYC, AJ currently lives in Washington, DC with her dog Luna and husband Brett who she met at sleepaway camp when she was 14!
WORK WITH AJ
RACHEL SCHMELING
When Rachel started her financial freedom journey, she was financially dependent on her parents and full of shame & anxiety around money. Sick of feeling like a failure with her finances, she took a money course with BTG that would change her life forever. Through a combo of personal finance education and deep inner work, Rachel helps her clients uproot beliefs about money that are holding them back from true abundance and implement sustainable financial systems to help them meet their goals. She especially loves working with artists and entrepreneurs, since she is one herself! Rachel lives in Denver with her partner Chris & pup Juniper- and if you ever need a book rec, she's the Gemini to ask.
WORK WITH RACHEL
LEAHÂ KELLEY
Leah grew up in an environment that did not teach her the importance of having savings or paying off debt. She spent her early twenties avoiding looking at her bank account and lived under the motto of “I will figure it out later.” Tired of living in fear around her finances, Leah turned to BTG to seek help in healing her relationship with money. As a senior financial freedom coach, Leah’s passion is to help clients manifest and actualize their own financial literacy, removing the shame, guilt and toxicity that comes with today's money culture. If you were never taught about personal finance and you avoid it at all costs, Leah is here to help you on your money journey. Leah lives in Temecula, CA - the southern wine country of Cali with her husband Shawn and dog Cookie.
WORK WITH LEAH
SUKI BISCHOFF
A fiercely independent and “I can do it on my own'' attitude, hindered Suki as an adult in managing her own finances. While Suki was taught about money from a young age and had strong role models around her, she found it hard to admit that she needed help. She thought “I should know better.” But, she had racked up credit card debt and had multiple weddings in sight and thought, I need to find a way to make this all work. She didn’t expect to find a passion for budgeting and achieving financial goals while she was clearing her debt, and saving for weddings and a home-fund; but she did! As a coach, Suki wants you to know that asking for help is a sign of strength, not weakness. She wants to help you achieve your goals, dream big, and build a foundation for the life you’ve always wanted through financial freedom, mastery, and independence. She knows it can be an emotional and tough journey, as she’s been through it herself; but with Suki by your side, you can achieve the life of your dreams. Suki is a testament to this work.
WORK WITH SUKI
Ready to Bring Financial Wellness to Your Team?
Let’s build a culture where your employees are empowered to show up as their best selves: personally, professionally, and financially.
COMPLETE YOUR CORPORATE WELLNESS INTEREST FORM TODAYGET DEBT FREE
Beyond The Basics: Our Glossary Of Financial Terms
We define the lingo you'll need to become a financial expert!
YES! I NEED THIS FREE GUIDEđź“© Contact us to book a call or learn more at www.beyondthegreencoaching.com
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