Financial Wellness

Money Mentor Group offers a variety of workshops designed to support your clients and employees in their professional and personal lives. Improve your client relations or employee satisfaction by offering these educational courses on financial management, document organization, and more.

Financial Foundations Class

finance basics1

Boost employee productivity and retention by giving them access to a money mentor when needed. Employees learn the basics of building a solid financial foundation through the Financial Foundations classes taught using Jane's workbook, My Money, My Wealth.

Learn more about the Financial Foundations Class here.

Important Document Organization Workshop

Enable your clients and employees to be ready for a Life Event. Participants will learn how preparing and inventory of their important documents is critical before and during a Life Event. They will be guided through and easy step-by-step process to gathering and documenting crucial information that can be used as a reference by themselves or a loved one.

binder up close

Learn More

Get started on improving your money story today! Money Mentor Group will customize your coaching package to meet your needs. For more information on Money Mentor Group's services or to set up your appointment today, visit our Contact Page.