Join us for an interactive webinar on the employer’s role in financial education.  With financial issues a top cause of stress, anxiety, & divorce, see how a financial education platform can help support your employees.  During this webinar, you’ll hear from our financial wellness experts on how your organization can implement our financial wellness program to:

  • Increase Employee Engagement

    Reduce employee stress, absenteeism, costly turnover and health care expenses.

  • How to Measure Success

    Learn how to analyze employee feedback and program engagement.  Understand the two primary types of gains and how to quantify the effectiveness of your financial wellness program.

  • How to increase your EAP or wellness program awareness

    Looking to catch the attention of your employees?  From seasonal promotional campaigns, to content for newsletters and emails, My Financial Sherpa offers the tools you need to provide a holistic financial wellness program to employees.

  • Conceptualizing and implementing a financial wellness program

    We are experts in designing and implementing customized programs that combine proven best practices and holistic, unbiased education. These efforts improve not only employee health and wellness, but also the fiscal health of your organization.

  • Behavioral Economics Approach

    Learn the four areas of common cognitive biases in financial decision making.

Register for the Webinar
Feb 17, 2020
Time: 11 am PT / 1pm CST / 2 pm ET
Duration: 1 Hour

Our Mission

We are a group of advocates, financial experts, and educators who see how a lack of financial literacy has handcuffed Americans to a lifetime of worry. We have an aging work force that can’t afford to retire and a wave of new college graduates that are entering the workforce with an unprecedented amount of student debt. Eventually we have to stop and ask ourselves – Is there a better way?

Our mission is to revolutionize the way people think about money.

It’s no secret everybody wants the same thing.  People want to maximize their income.  They want to minimize their taxation bill, and they want to efficiently pass on their wealth to their loved ones with minimal fees/taxes from lawyers or the government.  The solution isn’t the same for everyone.  We give people the knowledge they need to be their own advocates when planning for retirement.

The facts are:


of Americans say financial stress is their most common cause of stress


say they find dealing with their financial situation stressful