Help Your Team
Escape Debt
Save Money
Build Wealth
Financial Coaching for Groups & Individuals
✓ Help employees alleviate debt-induced stress
✓ Keep people productive in their positions
✓ Teach employees how to find solutions
Do You Struggle With…
High cost of replacing and training new employees
Decline in productivity because employees are stressed or distracted from a second job
Increased use of PTO as employees manage the physical effects of stress
Loss of loyalty as employees consider leaving the company for higher pay
Provide Your Team With Financial Knowledge
(We know you want to help)
PERSONALIZE
Provide your team with personalized coaching because what works for one person does not work for everyone. Our customized approach ensures each coaching session is tailored specifically for your employee, to connect with them and meet their personal needs.
TEACH
Your team doesn’t just need a financial plan, they need lessons in financial literacy. We’ve spent the past 40+ years teaching diverse groups of students, adapting our style to suit individual needs. We apply that same adaptability to our coaching, supporting each client.
EXPERIENCE
Twenty years ago, we successfully applied these same principles to eliminate our own family debt and have remained debt-free ever since. Now, we’re here to guide your team along the same journey, helping them achieve lasting financial freedom.
Help your Employees Experience Financial Freedom
1
CONSULT
We’ll begin with a call to understand how we can help your business and team members.
2
REVIEW
Next, we’ll send you a proposal detailing specific coaching services for your team.
3
GET STARTED
Finally, we’ll schedule a time to meet with your team to introduce this life-changing journey.
In Their Own Words…
Susan was recommended to us to help us work through getting ready for retirement. We thought we would do one session with her but quickly realized she could coach us through some major decisions we needed help with. She is an excellent listener as well as an excellent coach. She continues to coach us as we transition into retirement. She is outstanding, and we appreciate her coaching skills as well as her as a person. —S+G, MA
We were overwhelmed at the thought of following a budget. Sometimes it's best to just ask for help when you’re struggling with something in your life. It's also good to have someone outside of family and close friends to talk to and hold you accountable. —L+L, VA
We felt like we never had enough money and often wondered where it all went. It was discouraging to never seem to be able to get ahead. [Through coaching, we learned] the skill to make our money work for us, to learn to account for every dollar, and to understand the discipline of budgeting and the reward of using that money for specific purposes, including vacations and gifts for ourselves. We are daily implementing these skills we learned to gain control of our finances and our financial freedom. —V+E, PA
Susan Livermore is a wonderful coach who goes above and beyond to teach her clients the basics of money management in terms they understand. Her budgets are phenomenal and easy to understand as well. To wrap up, I’d just like to compliment Susan on her friendly demeanor and teaching attitude. Keep up the good work Susan Livermore! –AB, PA
During the months I’ve worked with Susan, she has been a pillar of support for me not only financially (budget planning, financial education, etc) but also emotionally. Susan has been extremely helpful and impactful in my financial development, always creative and innovative in her suggestions. Thank you so much for everything you’ve contributed to my development. — JS, DE
Your talk was a huge hit with the staff and also with [our director]. We all thought you did a great job of making financial literacy so much more easy to understand than most of the presentations we’ve had. It was down to earth and everyone could connect with what you were coaching! — RS, PA
You’re worth a million dollars an hour! —MF, NC
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Blue Mountain BIC Church
“Getting our Wills written was painless and makes us feel secure.”
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Fisher & Son LLC
“We wanted to come up with a budget to pay for a [family event] and get out of debt, and we did.”
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ProFence LLC
“The two most important things we accomplished were the budget and beginning retirement savings.”
Live A Better Life Without Debt
As a caring employer, knowing your employees might be considering second jobs or leaving for a new company to make ends meet is frustrating. Watching productivity decline because employees are stressed or distracted by debt is painful. Morale decreases as more of your team ask for raises and you have to deny them. We work with companies and their teams to help ease individual’s financial burdens so you can keep your team strong, productive, and committed. Let us help you help your team.