BEST IN INDUSTRY RESULTS

A benefit your employees will rave about.

We answer any and all money questions your employees have without selling any products, asset management, insurance, or using any referral agreements. Education is our ONLY product and as a result, we’re darn good at it!

92

Out of 1oo is our average customer satisfaction score

14k

Employees who have taken our workshops (and counting!)

100%

employees WHO said they would attend another workshop

Case Studies

Case Study / Spotify

Case Study / Spotify
Case Study / Twilio

Case Study / Twilio

WALL OF LOVE

  • I went into the workshop having little financial planning knowledge and left the room feeling empowered, educated, and knew exactly what steps to take next. Honestly, I think workshops like these should be mandatory throughout several stages of life. When I left on Thursday, I made it my personal goal to get my finances in check over the weekend and that’s exactly what I did. With Robert’s recommendations + guidance, I signed up for a 401K plan through WeWork, opened a high yield savings account, and paid off almost all of my CC debt by following the savings flow chart he taught us.”

    -

    A grateful employee at ThankView, where Fireside Finances ran a virtual workshop in November 2021.

  • “This workshop legitimately changed my life. I need more from this speaker! Going to take immediate actions today like opening a high yield savings and evaluating which 401k funds I'm investing in and analyzing their breakdowns and fee rates.”

    -

    clarissa, a spotify employee

Authenticity, Approachability, and Expertise

Why do employees love our programs?

Each interaction with your employees is carefully planned and backed by years of instructional experience. We know what methods motivate people to take action with their finances. We know how to craft a message that resonates with money experts and money novices alike. Plus, we’re money-nerds and practice what we preach.

brands who trust us