Post on 29-Nov-2014
description
Financial WellnessFinancial Wellness
Improving Productivity Improving Productivity
Changing LivesChanging Lives
Coach Justin BennettCoach Justin Bennett
• Owner of Strong Tower Consulting• Dave Ramsey Trained Financial Coach• Board member of Counselor
Connections, an international best practices group for financial coaches
• Nationally recognized in 2011 by The Lampo Group (Dave Ramsey) for coaching expertise
Reality CheckReality Check
• 39% of employees find it difficult to make minimum credit card payments on time. - Price Waterhouse Cooper Survey 2012
• 30% have outstanding loans on their 401Ks. - Business Record
• 70% of Americans live paycheck to paycheck. - Wall Street Journal
• Employees waste 16 to 20 hours per month (10 %) on the job worrying about personal finances. - Virginia Tech Study
• 40% of employees admit to loss of productivity due to financial stress. - Dave Ramsey
Financial Wellness ImpactFinancial Wellness Impact
Workshop OverviewWorkshop Overview
• 60 or 90-Minute Session• Hands-on, Interactive• Customized Communication Materials• Participant Workbook • Optional: Ongoing Support
– Individual Coaching Sessions– Newsletters
Post-Workshop Survey ResultsPost-Workshop Survey Results
Summary:•All employees found the material to have real-life applicability•76% would be willing to attend individual coaching•99% would recommend this session to a co-worker
Employee FeedbackEmployee Feedback
After the 90 Minute Workshop…After the 90 Minute Workshop…•“I finally feel I’m getting it!”•“What a reality check.”•“Inspirational and informative!”•“This is an eye opener! I didn't realize how I was spending my money!”•“Difficulties of finances were hit on the head.”
Employee FeedbackEmployee Feedback
After 90 Days…After 90 Days…•“I have been feeling so empowered with my budget! I love this!”•“Both of us working together saved our finances and helped our marriage. We are living proof that these principles really work!”•“Your workshop did wonders for me! I have paid of $9,500 in debt and am on our way to being financially free.”
Employer FeedbackEmployer Feedback• “Associates are excited when leaving this workshop.
There is a big buzz about this as you listen during breaks, in the lunchroom and on the line.”
• “Ann no longer comes into my office with complaints! She’s a different teammate and said it was because of her lowered financial stress.”
• “This workshop drew in people from all levels of the organization and created a common language where we were able to learn not just from the material, but from each other.”
• “I have recommended this workshop as part of our wellness program throughout our regional offices.”
Sample Client ListSample Client List• Ames Chamber of Commerce• Blue Earth County Library• Christian Brother’s Automotive• City Bank• The Dream Center• Financial Women in Texas• Genesis Development• Haverkamp Properties• J&B Group• Lifestage Wealth• Minnewaska Area High School
• Osakis High School• People’s Bank• Plymouth Covenant Church• Quaker Ave. Church of Christ• Quality One Commercial
Cleaning• Texas Department of Public
Safety• TPI Composites
Coach Justin BennettCoach Justin Bennett
Justin Bennett Financial Coach
515.223.2183justin@strongtowerconsulting.comwww.strongtowerconsulting.com