Workplace Financial Wellness Programs
Money stress doesn’t stay home. It comes to work.
Customized financial wellness programs that give your employees practical, lasting money skills and give employers a meaningful way to support their people.
- No products
- No commissions
- Just objective education
Workplace Financial Wellness Programs
Money stress doesn’t stay home.
It comes to work.
Customized financial wellness programs that give your employees practical, lasting money skills and give employers a meaningful way to support their people.
- No products
- No commissions
- Just objective education
84%
of U.S. workers worry about their personal finances during the workday
52%
don’t feel capable of planning for long-term goals
79%
of employers say workers’ financial stress negatively affects their business
57%
of workers without access to financial education benefits would use them if offered
Sources: PwC 2026 Employee Financial Wellness Survey; PNC 2026 Financial Wellness in the Workplace Report
The Business Case
Financially confident employees are better for business.
Better employee experience
A benefit employees actually use shows you invest in your team and their long-term financial well-being.
Stronger benefits engagement
Your company already invests heavily in employee benefits. Financial education helps employees understand and make the most of them.
Sharper focus
Money worries follow people to their desks. Clarity at home means more attention and energy on the job.
Core Curriculum
What your team will actually learn
Financial Psychology
Why we spend and save the way we do and how to reset money habits.
Budgeting & Cash Flow
A simple, sustainable system for where every dollar goes.
Credit & Debt
Credit scores, smarter borrowing, and a real payoff plan.
Smarter Saving
Emergency funds, goal-based saving, and automation.
Investing Essentials
401(k)s, IRAs, index funds, and compounding — in plain English.
Managing Risk
Insurance and protection for life's what-ifs.
Sample Programs
Choose the level of support that fits your team
Not your average lunch & learn. Every engagement is tailored to your workforce, goals, and schedule — from a single session to a year-round benefit. Designed for companies of 20 to 500 employees.
Single Session
Focused Workshops
One high-impact session on the topic your team needs most:
- Money & the Mind
- Saving with Purpose
- Investing Demystified
- Getting Ahead of Debt
Best for
All-hands meetings, benefits fairs, and lunch & learns.
Signature Program
Mastering Money with Alex Merola, CFA
The complete financial foundation, from money mindset to investing. Employees leave with a working budget, a savings strategy, a debt payoff plan, and an investing roadmap.
Best for
Companies that are making financial wellness a core benefit.
Annual Partnership
Year-Round Financial Wellness
Mastering Money offered throughout the year to multiple groups, plus quarterly features:
- The Annual Money Reset
- Benefits Enrollment
- The Economy & Your Money
Best for
Large or fast-growing teams, so every employee, including new hires, can take part.
Every Program Includes
What sets these programs apart
Education only
No products to sell and no commissions. Just objective financial education your employees can trust.
Real-world expertise
Led by a CFA® charterholder with a decade of work experience in financial services at Deutsche Bank and Cigna Investment Management.
Experienced instruction
Prior to her career in finance, Alex spent four years as an SAT math instructor and also served as a Teaching Assistant for the Department of Economics at Georgetown University. She is no stranger to translating complex topics into digestible concepts. Nothing brings her more joy than when students “connect the dots” and feel empowered.
Fully customized experience
Content and duration built specifically for your group’s needs so every participant feels seen, heard, and supported — whether you’re a 20-person team or a 200-person auditorium.
The Smart Money Toolkit™
A collection of templates, worksheets, and resources that participants can take home and put to use long after the workshop ends.
Dynamic energy
An interactive experience with live polls, real scenarios, and open discussion that keeps participants engaged and learning.
How It Works
From first call to first session
01
Discovery call
A free 30-minute conversation about your workforce, goals, and priorities.
02
A tailored proposal
A recommended format, curriculum, and schedule built around your team and calendar.
03
Delivery
On-site throughout the Northeast or virtual nationwide, with materials for every employee.
Meet Your Instructor
Alex Merola, CFA
Alex spent over a decade in finance as a Credit Analyst at Deutsche Bank’s private bank and Vice President at Cigna Investment Management. She saw firsthand that the financial knowledge professionals use every day rarely reaches the people who need it most. Now she brings it to schools, workplaces, and homes in plain English, with no jargon and no sales pitch. Based in Connecticut, Alex offers on-site programs throughout the Northeast and virtual programs nationwide.
“Alex has a unique ability to translate complex financial concepts into guidance that is practical, personalized, and easy to understand.”
Let’s build a program for your team.
Start with a free 30-minute discovery call to discuss your workforce, goals, and priorities.
Book your discovery call