EMPLOYEE FINANCIAL WELLNESS WORKSHOPS & PROGRAMS

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"My business grows when my team grows. 
so it’s in everyone's best interest to be
financially intelligent together."

OPPORTUNITY

80%

of employees want financial
wellness from their employer

 

According to a recent Forbes article, Financial Wellness is the #1 requested benefit by employees. Investing in your team's success can ignite the success of your company.

SECURITY

66%

of Americans don't have
$1000 in emergency savings

Most Americans are 1-2 paychecks away from significant debt, bankruptcy, or even homelessness. This, often unknown, stress can lead to poor health, mental illness, and reduced capacity for creative problem-solving.

STRESS

35%

of employees say financial stress interferes with work

Meaning you have team members missing work, are less focused and engaged, as well as less productive than non-financially stressed colleagues. It can easily lead to higher rates of turnover - costing you thousands each year.

Ortus Academy is on a mission to change these stats
by working with businesses & their teams

Being a business owner Is hard, but rewarding! It gives you the power to change hundreds of thousands of lives. We are here to help you do that.

Ortus Academy believes businesses and entrepreneurs change more than just the lives of their customers. Our businesses have an impact on our communities, suppliers, stockholders, and most importantly on our employees, their families, and their communities. It is a lot to be responsible for - but as we know, "With great power, comes great responsibility." Financial Intelligence has an important place in this impact.

 

We love working with entrepreneurial thinkers and business owners who:

  1. Believe in team culture

  2. Believe in helping their people grow as individuals, and

  3. Understand their impact and influence in the neighborhood.

If you want to:

  • Build a Strong Team

  • Empower Your Employees

  • Make Smart Financial Decisions

    Then you are in the right place!

Ortus Academy offers a comprehensive, done-for-you, and engaging

Employee Financial Wellness Program.

This includes a series of workshops, online self-paced courses,
individualized coaching programs, a growing online community,
easy to use tools, and action-oriented resources, and more. 

 

Our programs provide actionable solutions for your employees, developing your team’s financial stability and guiding them towards their financial growth while promoting effective communication, leadership, and vulnerability. 

 

The stats above highlight the importance of our teams being financially intelligent and we know that a business operates at its peak when we invest in our teams and help support them in becoming more.

 

We know it’s important to find the right fit when you bring in support. If you are looking for a team that can speak with your employees with openness, vulnerability, and clarity and offers them a tremendous amount of practical and relevant expertise, we’d love to be considered.

SET UP A FREE DISCOVERY CALL

Set up a free call with Aaron Velky, Ortus Academy's CEO. He'll give you 30 minutes of pure value and make sure we are a good fit for each other and your team.

The future of work is Financial Sustainability

HERE'S HOW WE HELP YOUR TEAM:

We offer in-person and virtual financial wellness and stability workshops for you and your team that will promote retention, engagement, and communication

Our self-paced online courses cover topics like Financial Stability, Credit, Debt, Stocks & Investing, Real Estate Investing, Travel Hacking, and more

FINANCIAL COACHING

Our private leadership and financial coaching can help you make Financially Intelligent decisions that support your team and your companies vision

Money Club Community

PRIVATE Community

Our private online community is designed to provide continual support and resources in real-time to meet your team where they are and help

ACTIONABLE SOLUTIONS

Our tools, resources, and guides are available to help your team and their families
re-frame their money mindsets and put them into action immediately

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TAKE OUR FINANCIAL STRESS ASSESSMENT

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Take The 5 Colors of Financial Stress ASSESSMENT & Discover Where Your Company Scores

Is your company culture feeling the effects of financial stress from your team members? This can appear in a variety of ways.

Considering the elevated feelings of anxiety and depression in 2020, the need for workplace vulnerability, empathy training, financial wellness, diversity & inclusion training, and mental health benefits is more compelling by the day.

The Five Colors of Financial Stress Assessment will help you understand where your employees are and the roots of the issue at hand.

Workshops & Wellness Suite

Workshops Designed to Empower Your Employees

Access our series of workshops that will empower your team and will prepare then for the future. Our experts will take you through a series of workshops that will cover financial sustainability, investments, and everything in between. 

Our 4 workshops process includes:

  1. Fundamentals of Financial Stability - From financial habits to financial sustainability

  2. Financial Wellness - From budgeting to building credit

  3. Goal Setting - Taking ownership of one's personal dreams

  4. A Customizable Workshop that suits your team's needs - Stocks, Investments, Insurance, and more.

 

Our workshops are designed to ensure that your employees are financially stable and Financially Intelligent.

 

Some of our clients:

Money Club Logo

Money Club is an exclusive Financial Intelligence Education Suite specifically designed for Millennials and Generation Z team Members.

Money Club is an exclusive resource filled with self-paced online courses, real-life action items, downloadable guides, easy-to-use tools, engaging games, a private online community, action-based resources, and much more to help your team members set and achieve their financial goals. 

Our club is accessible online on any device and can be personalized to suit your needs. Increase your knowledge on a variety of topics like earning, spending, budgeting, investing, credit, and more. 

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WHAT PEOPLE ARE SAYING

“People around me are panicked. Or they are hiding under a rock. I see that more probably. I’ve felt like I had a good handle on what I could do, but now I have a much clearer vision of what I need to do. I feel much better knowing my numbers, too. A guestimate wasn’t good enough.”

 

—  Lydia, Yoga Studio Owner in Baltimore, MD.

E-Book: Uplifting Your Team Beyond Financial Stress

This is a guide for team building and improving company culture through a financial wellness program.

 

There are resources for finding a great financial wellness provider, tools to help you measure your team's stress levels, and suggestions on how to increase your employee's productivity, reduce employee turnover and the costs associated with this, and increase employee engagement. 

The workshop you took part in today covered a variety of these topics, but there is even more within. 

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Ortus Navigator

Let us Guide You!

If you're a little lost, stressed, or confused,
the Ortus Navigator is the right thing for you. 

The Ortus Navigator Financial Coaching Service guides your team members through their unique experiences. 

Our Financial Coaches will get to know your team members, their values, and specific situations, then guide them toward financial stability. 

 
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LET US HELP YOUR TEAM

We've built a series of in-person/virtual workshops to help employees manage their finances better, so that they can be less stressed and more engaged at work.

Need more information? We’re here to help!

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Thanks for reaching out! We'll be in touch shortly.

 

Frequently asked questions

What if I have team members that aren’t Millennials or Generation Z?


We believe that understanding money and developing the right skills with it are less about age and more about stage. So, we are always here to provide education to everyone that is interested to making change. Our style, content, examples, and way of introducing concepts may be more aligned to younger audiences, but we have no opposition to serving clients that may have team members that don’t fall in the Millennial to Gen Z age windows. We are happy to serve businesses that believe this education is important.




How long are the workshops you host?


In-person workshops generally run a half-day. We offer abbreviated workshops as well, generally as follow-on services once per quarter from our kickoff event. Our virtual workshops generally span no more than 90 minutes. We often offer virtual services in sequence because we know how hard it can be to sit and listen in a traditional conference call for anymore than that.




Do you provide workshops and the online content separately?


Workshops and content can be provided separately. We believe that providing them together provides the most value to your team, but we are open to serving you based on your specific needs.




How much does it cost?


We work to provide valuable education and experiences for all of our clients. Given that each business has their own wants, needs, and expectations we work closely with each organization to craft a custom package. We're happy to give you a quote. Use the contact box below to reach out and let us know: 1) Which service you are looking to implement. 2) The number of people you expect to be invovled. 3) Your business location (if in-person is preferred). 4) Any budgetary expectations -- this way we can give you an idea as to what we might be able to provide at your price point, and make this process easy and efficient for you as possible.