Employee Financial Wellness Program

A practical employee financial wellness program without added cost or complexity.

Give your employees access to confidential financial coaching to help reduce financial stress, improve financial confidence, and provide meaningful support—without increasing your benefits budget.

Why financial wellness matters

Financial stress doesn’t stay at home.

When employees are worried about money, it can affect every part of life—including work.

The Employee Financial Wellness Program provides your employees access to private, one-on-one coaching that helps them better understand their finances and create an actionable plan to confidently move forward.

Your organization simply provides access. Employees decide whether to participate.

A practical employee benefit

Meaningful financial support, made simple.

Climb Higher Financial Coaching partners with small businesses and community organizations to offer employees confidential financial coaching with exclusive partner pricing and no direct cost to the employer.
Simple

No direct employer cost

Employees receive exclusive partner pricing. Participation is voluntary, and employees pay Climb Higher Financial Coaching directly if they choose to use the benefit.

Private

Confidential participation

Employee participation, financial information, and coaching conversations are never shared with the employer.

Easy

A personalized access link

Each partner receives a custom booking link employees can use without coupon codes, payroll deductions, or complicated steps.

How the partnership works

The program is designed to require very little administration. Climb Higher provides the access link and shareable information; your organization makes the benefit available to employees.

  • Your organization becomes an Employee Financial Wellness Partner.
  • Climb Higher creates a personalized employee booking link.
  • You share the benefit by email, flyer, staff message, or benefits page.
  • Employees schedule and communicate directly with Climb Higher Financial Coaching.
  • Participation remains voluntary and confidential.
Employee access

What participating employees receive

Employees receive private access to coaching that can help them understand their finances, reduce stress, and create realistic next steps.

First step

Complimentary Clarity Call

A complimentary 20-minute conversation to ask questions, discuss current concerns, and determine whether coaching is a good fit.

Partner benefit
$100 off

Budget Mastery Session

A personalized session focused on income, expenses, cash flow, debt, savings goals, and a practical action plan.

Ongoing support
$50 off

Monthly Coaching

Continued support, accountability, and guidance for employees working toward greater financial stability.

Coaching may help employees with

  • Budgeting and cash flow planning
  • Debt payoff and savings goals
  • Emergency funds and irregular expenses
  • Overspending patterns and financial habits
  • Major life transitions
  • Financial stress and uncertainty

This program may be a good fit for

  • Small businesses and service-based companies
  • Childcare centers and educational organizations
  • Nonprofits and community organizations
  • Churches and faith-based organizations
  • Municipal departments
Partner Highlight

Little Hands Music

Through its partnership with Climb Higher Financial Coaching, Little Hands Music employees have access to confidential coaching benefits for budgeting, debt payoff, cash flow planning, and other day-to-day financial concerns.

Professional, practical, and confidential

Employees meet privately with an Accredited Financial Counselor® Candidate and Ramsey Solutions Master Financial Coach in a supportive, judgment-free setting.

Your organization receives no employee financial information, coaching details, or participation records.

Your employees are in experienced hands

Renee Chapman is an Accredited Financial Counselor® Candidate, Ramsey Solutions Master Financial Coach, and founder of Climb Higher Financial Coaching.

Her coaching style is calm, practical, and focused on helping clients understand their finances and create realistic plans they can confidently follow.

Offer employees a practical benefit they can use privately.

Contact Renee to explore whether the Employee Financial Wellness Partner Program is a good fit for your organization.

Employee participation is voluntary and confidential. Climb Higher Financial Coaching does not share employee financial information, coaching details, or participation status with partner organizations.