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HELP YOUR EMPLOYEES OR MEMBERS FEEL MORE HEALTHY & CONFIDENT WITH MONEY

 

What is financial wellness?

Financial wellness is a state of being in which you can fully meet your current and future financial obligations while feeling secure in your financial future and making choices that allow you to enjoy life, according to the U.S. Consumer Financial Protection Bureau.

As a Financial Life Coach to hundreds, my definition is a bit different. Financial wellness is the awareness of your thoughts, feelings and actions around money. It's the clarity of financial value and desires. It's how you think about your ability to earn and manage money. It's a state of well-being.

 

Why is it important for corporations to provide financial wellness education for their employees?

Finances are a common source of stress and anxiety for employees:

- productivity
- engagement
- satisfaction
- loyalty

 

According to a Bank of American study, the employee sense of stress over finances is:

- 93% Gen Z & Millennials 
- 94% Gen Xers 
- 84% Baby Boomers 

 

Now is the time to help alleviate some of that stress with a strong financial wellness practice.

Employees will explore new ways of thinking about money and their abilities to earn and manage it. They will leave the workshops with actionable steps to have them experiencing less stress and financial worry.

Workshops are about mindset and mindful actions not investing advice.

 

SAMPLE OFFERINGS

The Emotional Load of the Female Breadwinner

Building Wealth Without Burning OutHigh-performing women are often carrying more than their workloadthey are carrying the emotional responsibility of financial leadership for their households and future.

In this transformational session, Liz Carroll helps women redefine financial wellness beyond spreadsheets and pressure. Participants learn how to reduce financial resentment, create greater clarity around money, and build a life of freedom, fulfillment, and security.

Audience Takeaways:

  • Understanding the hidden emotional weight of financial responsibility
  • Practical tools for reducing financial stress
  • A healthier definition of wealth and success
  • Creating financial leadership with more calm and intention

 

Rich & Radiant

A New Definition of Wealth for High-Performing Women

Many successful women have achieved financial success but still feel exhausted, anxious, or disconnected from fulfillment.

Based on her new book,Rich & Radiant, Liz Carroll guides participants through a refreshing conversation about wealth, enoughness, values, and creating a life that feels as good as it looks.

Audience Takeaways:

  • How to define “enough”
  • Why achievement alone does not create peace
  • Aligning money decisions with personal values
  • Building a rich and radiant life from the inside out

 

Your Safety Net

Creating Financial Security That Actually Feels Secure

Emergency funds are often built from fear. Liz introduces a more empowering approach:creating a thoughtfully “right-sized” Safety Net that supports confidence, flexibility, and freedom.

This practical and encouraging session helps participants evaluate what true financial security means for their unique lives.

Audience Takeaways:

  • How to determine a personalized Safety Net number
  • The emotional side of financial security
  • Reducing anxiety around money decisions
  • Building flexibility and options for future transitions

From High-Earner to Wealth Builder

The Hidden Beliefs Driving Your Financial Life

Even financially successful women carry unconscious beliefs around earning, worthiness, rest, and responsibility.

Liz combines financial coaching, mindfulness, and real-world experience to help participants uncover and upgrade the thought patterns influencing their money decisions and overall well-being.

Audience Takeaways:

  • Identifying hidden money beliefs
  • Recognizing patterns of over-functioning and scarcity
  • Shifting from pressure to intentionality
  • Creating healthier financial habits and self-talk

PRESENTED BY
LIZ CARROL FINANCIAL LIFE COACH

Liz teaches a new way to think about money and your ability to manage it. Her approach is more mindset than spreadsheets. She is a certified life coach, financial coach and yoga/meditation teacher. Her holistic approach to math + mindset + soul is calm & effective.

Liz retired early from her corporate IT sales career after attaining financial independence. She set herself up to focus on her passion work - lighting the financial wellness path for others.

She is engaging and funny with real life stories of raising a family, succeeding in her career and building wealth through work/life harmony. She lives on the Oregon Coast with her 3+ decade husband. Their adult children visit regularly.

"Liz's teaching changed my mindset! Now, I create options and opportunities for myself and others! I see things, from a winning and learning perspective. I'm not afraid anymore when it comes to money! "

Emelyn Fernandez

"Right off the top! Liz helped me see where I've been with money, where I am going with money and where I want to be with money. "

Allie Bauer

LEARN MORE

Do you have questions or want to learn more about my corporate workshops? Let's schedule a call and have a discussion.

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