Financial Wellness Programs with Holly Morphew, AFC®
Hiring Holly means equipping your team with the knowledge and tools to thrive financially, both personally and professionally. When you invest in financial wellness with Holly, you’re investing in lasting impact.
Imagine bringing one of the most impactful financial wellness programs directly to your employees, students, athletes, or staff—tailored to meet their specific needs and goals. Holly Morphew’s Wealth is for Everyone series is designed to transform how people think about and manage their money, empowering them to create long-term financial success. Whether you select from Holly’s proven programs or opt for a customized experience, she will craft a solution specifically for your organization.
With her extensive expertise in personal finance, real estate, and entrepreneurship, Holly can address any financial topic, from investing and money management to career strategies. Her Financial Success Programs are not just educational; they are engaging and transformative. Delivered on-site, in the workplace, or virtually, these sessions captivate audiences with practical insights they can implement immediately. Each session runs 60-75 minutes, packed with actionable content, followed by an interactive Q&A to deepen understanding and drive change.
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Program content can include:
- Spend Planning and Budgeting
- Managing your personal finances
- Simple savings strategies
- 8th World Wonder: Compound Interest
- Automation & systems for success
- Get on track for retirement
- Understanding credit
- Five ways to boost your credit score
- Cost of living analysis
- Read a paycheck
- Mortgages
- Investing 101
- Time value of money
- Prevent identity theft
- Essential money management apps
- Manage your debt
- Grow wealth with compound interest
- Choose the best banking products
- Maximize 401(k) and employer match
- Types of Retirement Accounts
- Optimize compensation & benefits
- Handle financial transitions smoothly
- The Road to Retirement
- Mastering Budgeting
- Breaking Free from Debt
- Self-Advocacy in Salary Conversations
- Managing Financial Anxiety
- Overcoming Impulse Spending
- Protect Your Finances: Emergency Fund
- Becoming the CFO of Your Finances
- Financial Wellness 101
- Budgeting for Retirement
- What is Crypto
- Maximize NIL earnings for athletes
- Set up your finances for NIL compliance
The Wealth is For Everyone Program Series Includes:
- Your relationship with money
- The Golden Rules of Money
- Top 3 Personal finance apps
- Financial Automation: the key to success
- Housing: Rent versus Buy
- Maximize your dollars
- Spend planning and budgeting
- Optimize your credit score
- Strategic saving
- Have money when you need money
- Understanding loans
- Debt isn't bad, it's just expensive
- Planning for retirement
- Financial Benchmarks and Financial Wellbeing
- Investing 101
- Routines and Habits that Build Wealth
Contact Financial Impact for details, pricing, or scheduling. Multi-day rates and individual coaching for students and staff are also available.
Watch Now
Holly’s talks with Randi Zuckerberg about the importance of financial wellness in the workplace
Book Holly to speak to your employees, students, staff, athletes about financial wellness.
Holly's Money Talks Change Lives
Alex Gioeni
Melio
You are literally changing lives. You are so real and authentic. Thank you so much for coming in and speaking to our employees.
Travis H.
Holly's speech was very informative and enjoyable. It reinforced that my current plan to get out of debt is logical and will work with discipline and consistency.
Narie N.
Holly, you were the guest speaker at my Advocacy Session #12 Financial Fundamentals tonight. Thank you so much for sharing your expertise. I definitely will be using the four pillars to help me with my personal finances!
Martha Papadimitriou
Wellness Coach
Once again, it was a very informative and amazing experience. You provided valuable information regarding debt management and how we can change our financial status with small adjustments. I can't wait for the third part of the series. It was really nice working with you again.
Martha Papadimitriou
Wellness Coach
Your presentation was impeccable, as always. Your personal stories about managing money truly enhanced the session, making the community feel understood and valued in their experiences with debt and financial management. The participants were highly engaged, eager to share their approaches to handling emotional spending, and gained valuable insights from today's workshop.
Workshop participant
Lincoln Health
The workshop was great. You created a safe space for people to discuss finances and suggested many solutions. Also, having so much experience in the finance world, you give great insight and knowledge.
Workshop participant
SnapLogic
Another informative workshop regarding a significant subject: finance and mental health. You provided great insight into how to identify financial distress and how to use simple ways to cope with it. Your knowledge is valuable and much needed. Thank you so much for your time.
Wylly S.
Denver School for Science and Technology
Holly was super professional, confident, and able to engage our 9th grade class because what she was saying 'really caught their attention' and was age appropriate. I believe these kids are one step ahead on financial success and I think her suggestions will benefit them for life.
Oliver Sandham
Wellness Coach
Amazing session Holly! You always have such incredible energy and wonderful tips + stories to help us with our finances! It's a real joy to hear from you
Holly's Financial Wellness programs include, talks, workshops, and seminars.
We would love to bring financial wellness to your organization.
Holly’s talks on how to build personal wealth with your paycheck have received praise from both attendees and companies alike.
