What if the people you employed were all debt free?Financial stress can affect anyone: all ages, all income levels, and all professions (including finance!). It could be the result of poor decision making, lack of financial wisdom, or bad habits. More likely, though, their financial situation is because of something deeper that's affecting more than just their finances.
Organizations Wellness empowers people with the knowledge, skills, discernment, and resources needed to feel confident and secure with their finances.
Financial stress affects focus, health, and performance — yet many people don't know where to start. An organizational financial wellness program offers practical support, renewed confidence, and real hope during uncertain times.
Groundwork and our stand-alone workshops provide a low-risk, high-impact way to support your people. Whether for a workplace, community organization, church, or group, these programs build essential money skills, reduce stress, and help participants feel more capable and in control.
Programs are easy to host, quick to launch, and designed for busy schedules. With minimal planning required, flexible delivery options, and proven results, you can offer meaningful financial wellness support without adding extra strain on your team.
30
Lessons
45-90 min
Q & A Session(s)
Bulk Rate | Activities & Workbook
This version of Groundwork: Foundations is designed to keep your people engaged, motivated, and moving forward so they can see immediate results.
The curriculum makes complex topics simple while maintaining flexibility for individual personalities and situations. For over eight years, Groundwork has been tested with real clients and refined for maximum impact.
Learn about Groundwork Here: https://money-skills.ca/
6
Sessions
90-120 min
Per Session
Bulk Rate | Activities & Workbook
This version of Groundwork: Foundations for Healthy Finances is a hands-on, coach-directed, video-enhanced experience that helps your people learn about money in a way that actually feels good while bringing you confidence, growth, and freedom. They'll enjoy discovering how money really works, what motivates their choices, and how small shifts can change everything.
They will walk away with practical tools, new mindsets, and a sense of momentum that feels amazing.
Learn more about Groundwork Here: https://money-skills.ca/
4
Sessions
90-120 min
Per Session
Activities & Workbook
Many of us lose focus on what's important, get stuck, or fall into a rut without even knowing it. This workshop will help you refocus, balance life's priorities, and help you become and remain happy throughout life.
Together, we'll start the process of Creating a Personal Wealth Definition and Developing a strong, emotional Why.
1
Session
90-120 min
Per Session
Activities & Workbook
Many of us lose focus on what's important, get stuck, or fall into a rut without even knowing it. This workshop will help you refocus, balance life's priorities, and help you become and remain happy throughout life.
Together, we'll start the process of Creating a Personal Wealth Definition and Developing a strong, emotional Why.
1
Session
90-120 min
Per Session
Activities & Workbook
There is a direct correlation between intentional interaction with money and progress. Discover why and how a spending plan gets you where you want to go. We'll also take a look at how to set ourselves up for success when the next financial hit comes.
Rather than regretting what happened or focusing on the past, this workshop allows you to look ahead and be proactive with your next steps.
1
Session
90-120 min
Per Session
Activities & Workbook
Debt is a product that is marketed constantly ... even to children. The messages are so ingrained it is easy to slip into a pattern without even knowing it.
This workshop looks at some of the messaging out there and the math behind what is really happening.We don't make you cut up credit cards or even change your habits — it's all about awareness.
1
Session
90-120 min
Per Session
Activities & Workbook
Right now, Canadian households owe an average of $1.71 for every dollar left after taxes (Stats Canada, Dec 2020).
Debt is a way of life for most people, mostly because no one really talks about what it is or what it does to your future.It's time we started talking.
1
Session
90-120 min
Per Session
Activities & Workbook
Warren Buffet has been labeled the richest man in the world. He says "it is much easier to make money than it is to give it away intelligently."
When giving and generosity become significant parts of our financial plan, we need to do it well. We’re going to look at when, how, and why to consider both of these (and they are different).
1
Session
90-120 min
Per Session
Activities & Workbook
When emotions and marketing make our decisions we can end up in a mess.
Re-framing money allows us to tell it what to do and puts it to work to help us become who we were designed to be.The 4 Keys are general steps in a life-long journey that leads to greater and greater things.
6-24
Sessions
45 min
Q & per Session(s)
Bulk Rate | Individuals & Couples | Business Owners & Managers
Private coaching helps participants go deeper, overcome personal roadblocks, and make lasting progress toward their goals. With expert guidance, personalized tools, and proven resources, they gain clarity, confidence, and real momentum.
Learn About Private Coaching | Learn about Business Coaching
Trying to understand money and finances can be confusing and emotional. Our organizational wellness programs are designed to deliver complex concepts in an easy to understand way, free from jargon.
We are not licensed for and DO NOT give legal, accounting, or investment advice, nor do we sell any financial or insurance products. We don't earn any commissions nor do we receive any monetary gain for referrals to licensed professionals in these areas.
We pride ourselves on delivering informative, engaging presentations which are interactive and really get people motivated. Our material has been approved by leaders, specialists, and industry-leading financial coaches.
We have taught financial literacy for many years, developed our own courses, have done extensive training, and have a strong network of industry-leading colleagues supporting us. We also know that money is only the visible part — there is a lot more going on. We know how to navigate more than just budgets.
Having online options for people is crucial. Workbooks are downloaded and session are on Zoom - and we're getting really good at Zoom.
In-person can be arranged for local venues or multi-day conferences.
Every program has visuals, handouts, interaction, opportunities to ask questions, and encouragement to dig deeper into the topic.
Groundwork (money-skills.ca) is a division of Steffan Consulting Inc and partners with financial coaches from the Accountable Network and financial counsellors from the Canadian Association for Financial Empowerment
Disclaimer: Individual results may vary. Every person has unique experiences and applies the information in a different way. Thus, the experiences that we share from other people may not reflect the typical clients' experience or guarantee that anyone will achieve the same or similar results.
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