Financial Wellness That Actually Changes Behavior- All Year Long
MoneyRight’s Annual Workshop Program delivers four interactive sessions, turning financial stress into financial confidence through psychology, practical tools, and action plans.
The Challenge
Money stress is the #1 source of employee distraction, yet most “financial wellness” programs are one-off lectures that change nothing.
Employees don’t need another passive webinar.
They need structure, repetition, and real behavior change over time.
💡 The MoneyRight Annual Program
Four Live Workshops. One Cohesive Journey.
Delivered quarterly, each 60–90 minute session builds on the last, creating sustained engagement, measurable results, and a financial wellness culture that lasts.
📅 Core Sessions (Example)
Yoga For Your Wallet: Understand money psychology and behavior
Interactive “Money Scripts” psychology exercise
Identify hidden beliefs driving financial behavior
Create a personalized money mission statement
The Duck Strategy: Master cashflow, budgeting, and opportunity cost
Build a realistic, values-aligned spending plan
Reduce ‘wasteful’ spending and increase satisfaction
Learn friction-reducing systems to stay consistent
Credit As A Tool: Build and protect credit for the future
Attack high-interest debt with proven frameworks
Understand how to use interest as a tool, not suffer from it
Understand what goes into, and how to increase, credit scores
Investing 101: Demystify wealth-building and retirement planning
Plan for retirement and investment basics
Align money decisions with life goals
Build a forward-looking financial strategy
Each session includes interactive exercises, worksheets, and personalized action plans employees complete during the workshop.
📊 Outcomes You Can Expect
↓ Financial Stress: Employees report 40% lower money-related anxiety within weeks
↑ Action: 60–80% complete a meaningful financial action within 30 days
↑ Benefits Engagement: Workshops increase use of EAPs, HSAs, and 401(k)s
↑ Retention: Financially confident employees are more focused, productive, and loyal
🔁 Built for Behavior Change, Not Box-Checking
Why four workshops instead of one? Because real change takes reinforcement.
Our quarterly cadence gives employees time to act, see results, and level up, with each session deepening their financial skill set and confidence.
📅 Delivered every quarter (or however works best for your schedule)
📈 Action plans and follow-up nudges after each session
📂 Aggregate reporting on engagement and outcomes
🧠 Customization to align with your benefits and HR messaging
💼 Program Options & Pricing (Example)
We keep pricing simple, transparent, and flexible enough to scale with your organization’s size and needs.
📊 Annual Program (Best Value)
$12,000 per year
Four 60–90 minute live workshops (delivered quarterly)
Customized to your team’s goals, culture, and benefits
Includes pre-work surveys, action plans, and post-session follow-ups
For larger organizations or teams with unique needs, pricing may vary. We can also layer on optional features like:
Ongoing coaching: 1-on-1 or small group sessions to reinforce behavior change
Monthly group calls: Quarterly workshops plus monthly “office hours” for continued progress
Enhanced reporting: Detailed engagement and outcome metrics tailored to your KPIs
📞 Let’s chat about what would be most valuable for your team; we’ll tailor a package that fits.
🧪 Individual Workshop Option
$4,000 per workshop
Ideal for a one-time event, pilot, or small-team rollout
Same high-impact curriculum and deliverables as the annual plan
💡 Most clients choose the annual package for the best long-term results and easiest budgeting.
⚙️ Custom Solutions
📈 How It Works
1️⃣ Quick Discovery Call – We align on goals, audience, and scheduling
2️⃣ Pre-Launch Prep – Light customization and employee communications
3️⃣ Quarterly Workshops – Delivered live with interactive exercises
4️⃣ Follow-Up & Reporting – Nudges, engagement data, and next-step recommendations
🧠 Why Companies Choose MoneyRight
🔬 Behavior-First Approach: Rooted in behavioral psychology, not just financial facts.
🧰 Practical, Actionable Tools: Employees leave with plans, not just notes.
🪜 Incremental Growth: Quarterly cadence builds momentum and habit change.
🤝 Benefits Integration: Drives usage of your existing financial resources.
🚀 Low Lift for HR: We handle the heavy lifting; you get results.