Maxwell Leadership · Personal Finance Foundations Course

Your Employees Are Financially Stressed and Your Business Is Paying For It.

A 10-Session Group Coaching Program That Changes Everything.

"Financial stress isn't a personal problem. It's your most expensive hidden business cost."

Money tree representing financial growth
Transforming Purpose into Personal and Organizational Excellence
The numbers don't lie

Financial stress is silently draining your organization

Every day your team carries financial burden into work, you are losing productivity, retention, and culture — whether you see it or not.

65%
of Americans live paycheck to paycheck1
14 hrs
of productivity lost per employee per month2
76%
of financially stressed employees are job-hunting right now3
6:1
average ROI on employee financial wellness programs4
The real cost

What's happening in your workplace right now

The cost to your business
1 in 3 employees handles personal finance issues during work hours3
Financially stressed workers are 2x more likely to miss work5
Financial stress adds $400–$600 per employee in healthcare costs annually6
40% of your team cannot cover a $1,000 emergency-distraction is inevitable7
Average credit card debt exceeds $7,000 at 20%+ interest—a daily burden8
What changes after training
Employees receiving training are 2x more likely to stay with you9
Financially confident employees are 5x more engaged at work3
80% of job seekers choose employers who offer financial wellness benefits10
Reduced absenteeism, presenteeism, and healthcare claims11
Stronger morale, loyalty, and team culture—measurable within weeks11
The program

The 10-Session Roadmap to Financial Confidence

Each session builds on the last, moving your team from financial stress to confident, purposeful decision-making.

01
When the Vision Is Clear, Decisions Are Easy
06
How to Create Cash Flow
02
Where Are You Now?
07
Smart Giving: Donate with Purpose and Peace of Mind
03
Cash Flow: Control It or Be Consumed by It
08
Insurance Made Simple: Cover Your Assets
04
Debt: The Good, the Bad, and the Ugly
09
Don't Just Make Money — Multiply It
05
Do It, Dump It, Delegate It
10
Legacy: How to Protect It and Pass It On
Investment

Simple, transparent pricing

Invest in your team's financial health and protect your bottom line.

Group Discount
10%
Send 3 or more
Save on every seat

Ask about The Business Finance Series  ·  On-Site and Virtual Options Available

Led by a Maxwell Certified Financial Coach · Larado Robinson, PE, MAOL

Invest in Your Team.
Protect Your Bottom Line.

Ready to eliminate financial stress from your workplace? Let's talk about the right program for your organization.

Let's Get Started
References

Research Supporting Program Statistics

1 CNBC & SurveyMonkey. (2024). Your money international financial security survey. CNBC. https://www.cnbc.com/2024/04/09/most-of-americans-are-living-paycheck-to-paycheck-heres-why.html

2 SoFi Technologies. (2024). The future of workplace financial well-being. SoFi. As cited in WebMD Health Services. https://www.webmdhealthservices.com/blog/financial-stress-in-the-workplace-how-to-help-employees-cope/

3 PricewaterhouseCoopers. (2023). PwC's 2023 employee financial wellness survey. PwC. https://www.pwc.com/us/en/services/consulting/business-transformation/library/employee-financial-wellness-survey.html

4 Baird, L. (2022). On average, companies that provide wellness programs see a six-to-one return on investment. As cited in Wellsource. https://blog.wellsource.com/workplace-wellness-programs-pay-off

5 Fidelity Investments. (2023). Employee well-being survey: Financial stress and absenteeism. Fidelity Investments. As cited in Old National Bank. https://www.oldnational.com/resources/insights/employee-financial-stress

6 Consumer Financial Protection Bureau. (2014). Financial wellness at work: A review of promising practices and policies. CFPB. As cited in Morgan Stanley at Work. https://graystone.morganstanley.com

7 Bankrate. (2025, January). Bankrate's annual emergency savings report. Bankrate. https://www.bankrate.com/banking/savings/emergency-savings-report/

8 LendingTree. (2025). 2025 credit card debt statistics. LendingTree. https://www.lendingtree.com/credit-cards/study/credit-card-debt-statistics/

9 TalentLMS, Enrich, & Tapcheck. (2022). Financial wellness programs in the workplace: 2022 research. TalentLMS. https://www.talentlms.com/research/employee-financial-wellness-research

10 FinFit. (2024). Employee financial wellness survey. As cited in Society for Human Resource Management (SHRM). https://www.shrm.org/topics-tools/news/benefits-compensation/employee-financial-wellness-inches-up-after-all-time-low

11 BrightPlan. (2024). 2024 wellness barometer survey. BrightPlan & Workplace Intelligence. https://workplaceintelligence.com/2024-wellness-barometer/