Financial Wellness Strategies

In person or virtual
Boca Raton, FL 33496

About Financial Wellness Strategies

Financial Wellness Strategies brings financial wellness to life through employee events and workshops. We believe in the power of people coming together in a shared, safe space to discuss the increasingly stressful – and even taboo – topic of money.

Founder, Bobbi Rebell, CFP®, a top-rated author and financial wellness expert, will lead your team through effective financial wellness strategies, while also taking questions in real time (or submitted anonymously). A unique blend of education and entertainment, our workshops cover the fundamentals of adult financial wellness and make the connection to mental and emotional well-being. Programs provide a valuable, focused break from the work routine and the result is tangible engagement, a feeling of self-care and reduced money distractions at work. That means increased productivity and higher employee satisfaction at your organization.

We offer in-person workshops and virtual Q&A sessions which can be tailored to fit your timeline and budget.

Whether you’re taking the first step to improve employee financial wellness, or looking to complement existing efforts, you’ll find that our affordable programs align seamlessly with your company culture and goals. We’re also certified women-owned, and specific programming is available just for women.

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Products by Financial Wellness Strategies

By Financial Wellness Strategies

Financial Wellness Group Q&A (we call it "Office Hours") is our most affordable offering! It's a way for HR and business leaders to provide employee financial wellness benefits that promote empathy and a genuine sense of community, within your budget. With Office Hours, your teams will... Read more »

By Financial Wellness Strategies

Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We believe in the power of people coming together in a shared, safe space to discuss the increasingly stressful – and even taboo – topic of money. Founder, Bobbi Rebell, CFP®, a... Read more »

By Financial Wellness Strategies

Financial Wellness Strategies brings employee financial wellness to life through in-person (or virtual) workshops. We believe in the power of people coming together in a shared, safe space to discuss the increasingly stressful – and even taboo – topic of money. Founder, Bobbi Rebell, CFP®, a... Read more »

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Content by Financial Wellness Strategies

Americans Are More Worried About Running Out of Reirement Funds Than Dying - A How To Guide for Helping Your Employees Navigate This Stress

Americans Are More Worried About Running Out of Reirement Funds Than Dying - A How To Guide for Helping Your Employees Navigate This Stress

Americans Are More Worried About Running Out of Reirement Funds Than Dying - A How To Guide for Helping Your Employees Navigate This Stress

By Financial Wellness Strategies

Sticky inflation, soaring rates and the resumption of student loan payments have taken a toll on many Americans’ ability to save for retirement. And now, these factors — coupled with concern around Social Security and taxes — are prompting many Americans to say they are more worried about...
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Empowering Your Workforce: How Emergency Fund Plans Boost Financial Wellness and Workplace Productivity

Empowering Your Workforce: How Emergency Fund Plans Boost Financial Wellness and Workplace Productivity

Empowering Your Workforce: How Emergency Fund Plans Boost Financial Wellness and Workplace Productivity

By Financial Wellness Strategies

An important look at why employers should offer emergency fund plans and why they're beneficial to employees.
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3 Ways to Help Employees Lower Their Credit Card Related Money Stress

3 Ways to Help Employees Lower Their Credit Card Related Money Stress

3 Ways to Help Employees Lower Their Credit Card Related Money Stress

By Financial Wellness Strategies

Bobbi Rebell is a certified financial planner and the founder and CEO of Financial Wellness Strategies. She shares her top three tips and best practices to help your employees lower their credit card related money stress.
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