Financial Wellness Workshops
FOR BUSINESSES, ORGANIZATIONS, AND COMMUNITIES
Practical, engaging financial education that helps people build confidence, reduce financial stress, and make more informed decisions with their money — ultimately creating healthier, more resilient organizations and communities.
The Reality of Financial Stress in America
Financial stress is far more common than many people realize. Despite having access to more financial information than ever before, many people continue to feel uncertain, overwhelmed, or unprepared when it comes to managing their money. Consider this:
- Over 70% of American adults report experiencing ongoing financial stress, strain, or uncertainty
- Over 60% of Americans rank finances as their primary stressor
- Many households — even high-income ones — struggle with building savings and feeling financially secure
The Ripple Effect of Financial Stress
Financial stress affects people from all income levels and impacts more than a person’s bank account. When individuals feel uncertain about their money, it can affect their overall well-being and relationships. In the workplace, this can impact:
Focus & Concentration
Decision-Making
Productivity
Morale & Engagement
By providing practical financial education, organizations can help participants feel more confident, less overwhelmed, and better prepared to make informed decisions with their money — creating benefits that extend beyond the individual.
FINANCIAL WELLNESS FOUNDATIONS: THE SIGNATURE WORKSHOP
What Participants Will Learn
My signature workshop, Financial Wellness Foundations, is designed to help participants:
GAIN CLARITY
Understand their current financial picture, identify what matters most, and create greater awareness around their goals.
BUILD BETTER HABITS
Learn simple, practical habits that improve everyday money management and support long-term financial well-being.
CREATE STRUCTURE
Develop a framework for managing cash flow, making intentional decisions, and creating a stronger financial foundation.
PLAN FOR THE FUTURE
Understand the importance of starting early, the power of compound growth, and the key principles behind preparing for long-term goals.
FEEL MORE CONFIDENT
Take actionable steps to reduce financial stress and feel more in control of their financial decisions and future.
Workshops Details:
Designed For:
Why Work With Holistic Wealth?
As a former fiduciary financial advisor turned financial coach, I bring nearly a decade of experience helping individuals navigate complex financial decisions — from retirement planning and investments to everyday money management. Today, I combine that technical foundation with financial coaching to deliver workshops that are practical, relatable, and focused on building financial confidence without financial jargon or product sales.
MJ Kawamoto
Financial Coach | Founder of Holistic Wealth
Frequently Asked Questions
These workshops are designed for businesses, nonprofits, community organizations, associations, and other groups looking to provide practical financial wellness education to their people. The signature workshop is designed to help participants build greater clarity, confidence, and control with their money — regardless of their current financial situation or background.
Yes. The core framework of the signature workshop remains consistent, but the examples, emphasis, and discussion points can be adapted based on your audience, organization, and goals. Whether you’re supporting early-career professionals, established employees, community members, or a specific group, the workshop can be tailored to feel relevant and meaningful for your participants.
Yes. Workshops can be delivered virtually, depending on your organization’s needs. Even virtual workshops are designed to be interactive and engaging, with opportunities for participation, reflection, and Q&A.
Workshops can also be delivered on-site throughout the Denver-Colorado Springs corridor. For organizations outside the area, travel may also be available depending on the location and engagement
Workshops are typically 45-60 minutes, depending on your organization’s schedule and desired level of interaction. Additional time can be included for discussion, Q&A, or deeper exploration of specific topics.
The workshops can be adapted for a variety of group sizes, from smaller teams and departments to larger organization-wide events and community groups. During our initial conversation, we can discuss your audience size and determine the best format for your group.
Yes. Participants receive supplemental resources and practical action steps to help them continue applying what they learn after the workshop. These resources are designed to reinforce the concepts covered and help participants take meaningful steps toward improving their financial wellness.
No. Workshops are designed to provide education, not sell products or services. There are no investment pitches, financial product recommendations, or required follow-up services. The goal is to help participants develop practical skills and greater confidence with their money.
If participants would like to discuss their personal financial situation in more detail, they are welcome to schedule an individual conversation with me.
INTERESTED IN BRINGING FINANCIAL WELLNESS TO YOUR ORGANIZATION?
Book a Free Workshop Q&A Call
Schedule a brief, no-pressure call using the calendar below.
Having trouble finding a time that works? Feel free to reach out directly at hello@holisticwealthcoaching.com