Money & Finance
Clarity of Purpose
Visual Map to Success
Start with one of our signature ENVISION Day Programs
We help your employees or members assess their current financial situation, establish goals for their future and create an action plan to achieve financial health. We'll help you reduce the stress by providing the essential education all of us need.
ENVISION Days are a great, low-cost way of beginning a financial wellness program. Here's what you'll experience...
Financial Wellness Programs
Companies that offer financial wellness programs for their employees enjoy higher productivity and their employees experience much more satisfaction from their work. Money is such a big part of our lives. Knowing how to assess, plan and manage finances is essential for thriving companies and their employees.
Legacy Shifters can create a customized Financial Wellness Program for your company and your employees. Or we can schedule an in-person workshop for your workforce to get them started on the right path. Let us help you SHIFT so you can help your employees create their legacy now, not just after they're gone.
Let's talk so you can discover what's possible and how you, your company and employees can benefit from creating a healthy money experience and help them secure their futures.