Workplace Money Coach

We Help Create Better Workplaces By Empowering
the Financial Lives of Employees

Workplace Money Coach knows your employees financial lives are as dynamic as they are.

Financial Empowerment Program For Your Workforce

The Living Paycheck to Purpose program empowers employees to take control of their financial lives so they can realize their full potential in and out of the office. Our live workshops combine interactive discussions and thought-provoking activities to help your employees overcome financial hurdles so they can thrive in their financial lives.

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Workplace Money Coach Offerings

Workshops
Webinars
Financial Coaching

Testimonials

This class was a kick-off and gut-check for my family at the same time. I feel more equipped with some tools in my arsenal to be able to assess and make course corrections on a more regular basis with my spouse. I would recommend this class for those that may not have taken a course like this before and especially for interns, younger new-hires and those beginning a family.

Brian

Vanderlande (Atlanta, GA)

This class has definitely helped me realize my spending habits and how to stop wasting my money. This was certainly eye-opening for me. I feel more hopeful in my financial situation.

Lori

Manatee County Government (Bradenton, FL)

I loved these workshops! I learned how to change my mindset concerning my spending and am taking big steps to get out of debt in the next year. Thank you for taking the time to work with us!

Participant

Columbus Regional Hospital (Indianapolis, IN)

This program has taught me to manage money, make extra income, always focus, pay-off debt, and provided excellent steps to take.

Thomas

City of Clearwater Government, (Clearwater, FL)

After participating in the program, I have better conversations with my spouse on how to work through our debt. We're more organized in our collective approach and have designed and have started our own debt pay down program!

Participant

Twin Cities government agency (Minneapolis, MN)

Dan is an awesome facilitator. He took us through some amazing concepts that will be life-changing for my family. I love how he encouraged us to take the first steps in our financial goal-setting. His workshop exceeded my expectations and I'm so thankful my company provided it as a resource!

Jenny

CallRail (Atlanta, GA)

I really enjoyed the class. It helped me see that being aware of what is happening in my finances and how I spend my money doesn't have to be something that I'm afraid to do. Throughout the class I was reminded that knowledge is power and that knowing where my money goes can help me to refocus in order to reach my goals. Now I am excited to know where I stand financially to hopefully grow and make positive changes.

Participant

Pinellas County Government (St. Pete, FL)

Thank you for the clear and concise advice – very actionable!

Louis

Vanderlande (Atlanta, GA)

I thoroughly enjoyed not just the sessions but the workbook that came along with it. My husband and I both had the opportunity to attend your sessions together as we both work for ERC. We were able to go over our finances, looking at them from a different point of view and start readjusting how we spend our money and how our savings are working and in one paycheck we have now gone from nothing in our savings to $300. I'm excited to continue this journey!

Rachel

ERC, (Waycross, GA)

This class really opened my eyes to where my money was going and how to properly manage my spending. I liked getting the information on how to save and pay off my debts to be able to look into the future without having the fear of if I am going to be able to afford retirement.

Participant

City of Clearwater Government, (Clearwater, FL)

Money talks always seem to be a sensitive subject for some but I can tell you that your humility and candor on not having all the answers and not pushing your personal perspective as the only right path really made it easy to listen to with an open-mind!

Jeff

CoLabs, (Tampa, FL)

The Living Paycheck to Purpose program was very informative, tons of resources, very candid conversation making it feel relatable and realistic.

Brianna

CallRail (Atlanta, GA)

Thank you for teaching these financial classes. It really got me energized to get my finances in order. Since the classes, I started my debt snowball, paid off $1,000 and saved $2,000 so far for my son’s college tuition for his first semester. Learning how to live on a budget and paying myself first was a huge help.

Carlos

Pepper Contracting Service (Tampa, FL)

I loved this program.. I'm already working hard to paying off my debt. I didn't know where to begin before and now I have a clear goal in mind. Hope to have it all my student loans and medical bills paid off in the next 3 years. Once they're all gone life will be easy again. Thank you so much for this opportunity.

Participant

Columbus Regional Hospital (Indianapolis, IN)

Breaking it down into six simple steps makes it so much more approachable that I feel like I can finally make meaningful changes. Thank you!

Mark

Manatee County Government, (Bradenton, FL)

Great awakening of habits and how to create better habits. This class definitely ignited a fire to pursue financial goals I had not previously considered. Great experience. Thanks!

Claressa

Vanderlande (Atlanta, GA)

I liked how simple and straightforward it was and how everything was actionable. This course made managing finances seem less scary and more accessible.

Rebeca

CallRail (Atlanta, GA)

It was fascinating to learn about and understand my relationship with money based on my "Money Script". Understanding this relationship will help me get on the road to financial stability.

Bertha

Pinellas County Government (St. Pete, FL)

I really enjoyed the class. I learned a lot about debt management and budgeting. My budgets were always general, but reviewing my purchases and doing an average of my spending I found out how I spend my money and how I can manage it better. I also gravitated to the debt management portion of the class. I personally decided to hold off on purchasing a new car until I take care of my debt.

Brandee

Pinellas County Government (St. Pete, FL)

This was probably one of the most important classes of my lifetime, and it couldn't have come at a better time, with this pandemic and social distancing give many of us just the time we needed to sit back and evaluate our expenses and where our money has been going. I for one will be putting everything into practice in some form or another. Thanks for everything.

Isiah

Pinellas County Government (St. Pete, FL)

Taking this class became very beneficial for me. Focusing in minimizing my debt and maximizing savings. I am also going to start putting aside 10% of my income to make my future more comfortable.

Kaley

Manatee County Government, (Bradenton, FL)

Your program provided us with the additional pieces we needed to fine tune our plan and truly see our big picture. The tools you provided made it easier to implement some of our ideas and now we feel more confident in our plan and look forward to reaching our goals and enjoying our retirement. Thank you so much for getting us on track. I highly recommend your workshop for everyone, young and old!

Adriana

Farmer Mold and Machine Works (St. Pete, FL)

With five to ten years before I hope to retire, it helped me focus on my spending habits and discover ways I can save more and retire sooner and with even more security. I also appreciated the encouragement and insight on developing two or more additional income streams for now and into retirement.

Kathryn

Twin Cities Government agency (Minneapolis, MN)

I enjoyed the class, especially information about figuring out my history or “money story” to better understand why I save or spend the way I do, and learning strategies to overcome it.

Renee

Manatee County Government (Bradenton, FL)

My biggest take-aways from this class included strategies to break impulsive spending habits and the importance of planning my spending using a budget. It’s all about patience and discipline and it is up to me to be financially successful.

Pattie

Manatee County Government (Bradenton, FL)

I have nothing but praise for this program. It was clearly presented with multiple options to assess and create a plan to do away with debt. I think most people would benefit from taking this program. I truly looked forward to class, every week, and am working on my financial plan to pay off all debt by the time I retire.

Participant

Columbus Regional Hospital (Indianapolis, IN)

About Us

For over nine years, Workplace Money Coach has helped thousands of employees across the country improve their health and well-being through financial wellness programs and one-on-one financial coaching.

Workplace Money Coach was founded by Shane Robson-Smith, AFC, a certified personal financial counselor. Shane observed the disconnect between the abundant lives that coworkers, friends, and family members envisioned for themselves and the way in which they managed their money. He set out to help individuals align their paycheck with their life goals and values and believes the workplace is the most impactful place to make it happen.

Today, Workplace Money Coach is a growing network of financial coaches and professionals who partner with companies that share our belief that helping employees improve their financial lives will make the workplace a more productive, creative, and joyful environment.

Check out some of the great companies we have had the pleasure to work with:

Contact us

We would love the opportunity to discuss whether the Living Paycheck to Purpose program is the right solution for your team. Please email financial.wellness.solutions@workplacemoneycoach.com or schedule a 15-min call using the pop-up below so we can learn more about your company. We promise we will never hard sell our program to you.