Programs customized to your benefit and equity offerings.
Fireside Finances delivers best-in-class live workshops and classes, with the highest Customer Satisfaction Scores in the industry. We run workshops employees actually want to attend and we make learning about your money fun, engaging, and do it in an approachable way. From comprehensive annual programs to multi-week money academies, let us craft a financial wellness program that fits your needs.
Comprehensive Program
Year-round financial wellness for your employees
Our most holistic offering, a comprehensive financial wellness offering provides your employees with education throughout the year and through various modalities. We’ve seen employees return regularly to our monthly workshops and make tremendous progress with their financial goals. This offering includes dedicated support for time-sensitive events, such as a liquidity event, a major stock movement, or the launch of a new employee benefit. Our Comprehensive Program consists of four Program Pillars:
LIVE
WORKSHOPS
THE MONEY ACADEMY
OFFICE
HOURS
MONTHLY
FLYERS
Mini Program
SMALLER DOSES OF AWESOME
Not ready for an ongoing program but want to give your employees a dose of sound financial education? Book a “mini-program” with Fireside Finances and we’ll craft a small series of workshops, or even a one-time workshop, for your team. We’ll work together to develop the content, market the workshop, register your employees, and we’ll be here every step of the way to make sure it is a resounding success! Perfect for smaller companies or those with a very limited budget.
Why should we invest in financial wellness?
A Financially Confident Employee is a Successful Employee (plus, It’s just good “Business Cents”)
I’ve always loved personal finance and helping people organize their money. I vividly remember assisting my mom sort through her 403(b) statements, balance her checkbook, and make the trip to the local credit union to deposit checks. My mom was a teacher for over 30 years and I credit her for passing down her love of education to me. (Thanks mom!)
Fast forward to 2015, when I attended a personal development conference in Portland, OR. There was an opportunity for attendees to informally host meet-ups about a topic they are passionate about. I decided, on a whim, to see if anyone was interested in attending a personal finance workshop. Within 45 minutes of posting the event, we had over 30 people registered! Turns out people really want to learn about maximizing their money. I quickly put together a handout, claimed space in the hotel lobby, and my first (unofficial) workshop was held!
It was a hit — folks told me I needed to quit my job and pursue teaching personal finance full-time. I wasn’t quite ready for that leap yet, so I honed my financial experience at BlackRock, added my CFP® credential along the way, and in 2018, Fireside Finances was born. The mission was clear: inspire others to take charge of their finances and unlock their full potential.
What makes Fireside different from other financial wellness providers?
We have deep educational roots and understand how people learn about money. Rob has personally developed the curriculum and taught highly successful electives at the USCGA and UC Berkeley, reaching over 1,500 students per year with glowing reviews.
We build teamwork, comradery, & company loyalty by bringing employees together to achieve their goals. Improving your relationship with money is a transformative experience, one that builds a tremendous amount of team cohesiveness.
We have the financial chops to back up what we’re saying. Rob is a CFP® Professional with years of industry experience. Other providers employ “financial coaches” who might have just a few weeks of budgeting training.
We are not just a digital tool that checks the box of offering a program. By combining live workshops, digital resources, and hybrid learning, we see engagement far greater than other providers.
We don’t sell investment management, or anything else, to your employees. Our advice is unbiased and trusted, and we quickly gain the respect of your employees. Zero conflicts of interest and no hidden agenda.
We welcome spouses, significant others, and families in our programs. Sound financial planning is absolutely a family affair!