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Welcome!  Thank you for your interest in taking the incredible journey of improving your Financial Wellness.  Whether you are an individual who is seeking a new and improved financial “you” from the comfort of your home, or a corporation looking to improve your employees’ performance by implementing a “Financial Wellness” program, you have landed in the right place.

Jodee’s book, worksheets, and presentations guide you through the steps necessary to organize your financial documents, build a budget, create a step-by-step plan to pay off credit cards or student loan debt, and tips on how to trim expenses and learn mindful, yet savvy spending habits to manage your hard-earned money.

The overall goal is to help each individual embark on a financial path that will reshape their attitude about money, restructure their spending habits, and redirect their financial compass to a direction that will help pave a solid road to a secure financial future.

Financial Wellness is a state of mind, let’s get started!

 

About

I have spent the last three decades in the financial industry coaching, educating and analyzing the financial well-being of individuals of all ages, backgrounds, and income levels.  Driven by a passion to improve the financial well-being of individuals, I began with one-on-one mini-presentations and grew to National speaking engagements with 2,000 people in attendance. Speaking… Continue reading About

Contact

If you are interested in scheduling an event, please submit the inquiry form below to our awesome and responsive speaking team. We thoughtfully review every request we receive. By completing the fields below, we will have a better understanding of your event and can consider your request in a timely manner. We look forward to… Continue reading Contact

Speaking

Implementing Financial Wellness in the Workplace Studies show that financial stress and workplace performance are linked  Revolving debt hit an all-time high of $1.023 trillion Student loan debt is in excess of $1.5 trillion Studies show that the number one reason employees miss work is due to financial stress at home. Financial stress results in… Continue reading Speaking