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Your team's financial stress doesn't stay home.

I bring 20+ years of teaching and coaching experience to help your team reduce money stress, build better financial habits, and show up more focused at work — through workshops, lunch & learns, and ongoing financial wellness programs.

WHY IT MATTERS

The Real Cost of Financial Stress at Work

Money stress doesn't stay contained to home life — and the research backs it up.

59%​

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of employees say they're currently stressed about their finances

PwC 2026 Employee Financial Wellness Survey

3+​

​​​​

hours per week spent on money worries during work hours

PwC 2026 Employee Financial Wellness Survey

74%

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​say financial stress affects their motivation at work

CAPTRUST 2026 Financial Wellness Survey

You can't control what's happening at home. But you can give your team the tools to handle it — before it costs you focus, motivation, and good people.

WHAT WE OFFER

Programs Built Around Your Team's Schedule

From a single session to an ongoing benefit — pick what fits where you are right now.

Lunch & Learn
A single 45–60 minute session on a specific money topic — a low-commitment way to bring financial wellness into your workplace.

 

Workshop Series
A multi-week series that builds real habits — debt strategy, budgeting, emergency funds — with tools your team can actually use.

 

Ongoing Financial Wellness Program
A standing benefit with regular touch points or 1:1 coaching access, for companies ready to invest in long-term retention.

MEET YOUR FACILITATOR

20+ Years of Teaching, Coaching,
and Making Money Make Sense

Hi, I'm Katy.

 

Before I was a money coach, I was a teacher.

That means I know how to take something intimidating — like debt, budgeting, or building an emergency fund — and make it click for a room full of people, not just one person at a time.

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Over the past several years, I've helped individual clients pay off more than $1 million in debt using strategies that don't rely on shame or restriction.

 

Now I bring that same approach to teams: practical, judgment-free financial education that actually changes behavior — not just another benefits PDF nobody reads.

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I also host The Debt Payoff Podcast, with 38,000+ downloads, where I break down real financial strategies every week.

20+ yrs · $1M+ debt paid off · 38K+ downloads

WANT THE DETAILS
IN WRITING?

Everything you need — in one page you can send straight to your decision maker.

CLIENT RESULTS

Real Results From Real People

The same approach I bring to my 1:1 clients is what I'll bring to your team.

"Katy puts everything in simple terms. I had so many 'aha' moments — everything she taught us was easy to implement."

— Rissa 

"I have gained the courage and discipline to believe in myself and the financial decisions I am making."

— Daralynn 

"I highly recommend working with Katy. Before working with her, I struggled with debt. But because of our work together, I'm debt-free."

— Tanya 

"Everything clicks now — I feel more confident, more informed, and like I finally have a realistic plan."

— Christy

"Her approach was empowering — she broke down the steps into a manageable process."

— Jacqueline

"One individual who attended messaged me and said you had a great way of explaining things — it was helpful, and it didn't feel condescending or talking down, which they'd experienced before in discussions about budgeting. They were very happy to have attended."

— HR Representative, Mascoma Savings Bank 

THE FINAL WORD

After 100+ Clients and Thousands of Conversations, One Thing Is Clear

I've had thousands of conversations about money — with clients, workshop attendees, podcast listeners, and people who just wanted to ask a question.

 

Talk to that many people about their finances, and a pattern emerges.

 

It's rarely about a lack of discipline or intelligence. It's about never being taught how money actually works, and carrying shame about that silence into every financial decision since.

 

Your team isn't any different.

 

The employee who seems distracted, the one who's quiet in benefits meetings, the one who never takes PTO because they're afraid to lose the income — that's financial stress showing up at work, even when no one says the word "money" out loud.

 

What actually helps isn't another generic wellness webinar. It's someone who can explain money simply, without judgment, and give people a real plan they'll actually follow.

READY TO INVEST IN YOUR TEAM'S FINANCIAL WELLNESS?

Book a free discovery call — we'll talk about your team's needs and find the right program to fit.

No pressure, no obligation — just a conversation.

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