Onboard your new hires and young talent by instilling a FOMO (fear of missing out) with personal finance and employee benefits. (FOMO is how you hook us millennials in this new digital age) 

From creating their first budget to realizing why now is the best time to start planning for retirement. (we'll tempt them with the idea of free margaritas on the beach, but we both know it's really all about the power of compound interest) Tess provides a fresh perspective and an engaging environment to raise awareness for financial literacy, advocate for financial well-being programs in your benefits package, and make learning about money stress-free and less of a snooze.

The stats and surveys do the work for me:*

  • 60% of American's don't have a budget, and 24% don't pay their bills on time.
  • Students are graduating college with an average student loan debt balance of over $35,000.
  • 40% of 20-29 year olds and 31% of 30-39 year olds are not contributing up to the full amount of their company 401(k) match.
  • Millennials (a majority of the talent you're on-boarding) also find financial wellness resources more intimidating and are more likely to say they think there’s a little bit of stigma associated with using such resources.

So we know millennials need a little help in their personal financial lives, but what about employers? What do they think of financial wellbeing programs?

Here are some more awesome survey results:*

  • 56% of employers are creating or focusing on financial well-being of employees that expands beyond retirement decisions
  • 80% of employers are likely to communicate the link between financial stress and health and well-being
  • 26% of employers are focusing on financial well-being in an effort to curtail healthcare costs
  • 80% of employers believe focusing on financial well-being will help increase employee engagement 

Huh, so this is an important issue, and employers see that providing a financial well-being program in their benefits package can help save them money in healthcare costs and employee retention?! Brilliant! 

But how do we engage the young talent (with the highest likelihood to have low levels of engagement and jump ship after 2-ish years) to participate in these programs when they feel intimidated to do so or don't think they need financial advising when they simply don't have any money to financially advise?

We both know that this way of thinking is the exact reason these young grads need to take advantage of your company's financial well-being benefit, but who is going to get them to take action?


I've been there, done that. In the sense that I was sitting in an orientation program for a large corporation learning how to be an effective employee (which was definitely necessary) but failing to learn how to be a fiscally responsible adult (which was almost more necessary).

The Program

In my one-day, half-day, or 2-hour program, I'll get employees amped to start taking control of their money management, teach them a trick to raise awareness about how much their spending and saving every week and month, and give them a little Intro to Adulting 101.

They'll learn:

  • The power of saving for their future with compound interest.
  • The basics and importance of insurance, from disability to health.
  • How taxes will impact their income.
  • The most effective way to boost their credit score (and help them understand what that even is and how it works) completely debt-free.
  • How to prioritize paying off that crippling student loan debt and investing in themselves and their future.
  • Walk away knowing how to save for their short- mid- and long-term goals.

This isn't just an intro to their employee benefits, but it's an intro to navigating their fiscal lives (something we've deeply neglected in our education systems for the first 21 years).

I do all of this using humor, engaging activities, and easy-to-grasp materials. The program is completely customized to your benefits and the demographics of your orientation class, but it's always effective, always full of actionable guidance, and your young talent will walk away feeling empowered to take on what once seemed too intimidating or stressful.

Request more information about the program below... I look forward to working with your organization.