"My business grows when my team grows.
so it’s in everyone's best interest to be
financially intelligent together."
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.
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.
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.
Being a Business Owner Is Hard!
We believe businesses change more than just the lives of their customers. Your business has an impact on your community, suppliers, stockholders, and most importantly on your employees, their families, and 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. Ortus Academy loves working with business owners who:
Believe in team culture,
Believe in helping their people grow as individuals, and
Understand their impact and influence in the neighborhood.
If that describes you, let's talk!
Ortus Academy offers Financial Wellness for Employees, which includes a series of workshops, online self-paced course work, individualized coaching programs, a growing online community, tools and resources, as well as executive coaching.
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 offer them a tremendous amount of practical and relevant expertise, we’d love to be considered.
OF EMPLOYEES REPORT THAT THEY
FEEL MORE FINANCIALLY CONFIDENT & LESS STRESSED
AFTER ORTUS ACADEMY'S FINANCIAL WELLNESS PROGRAMS
HERE'S HOW WE HELP:
Private coaching to help you make Financially Intelligent decisions that support your team and your vision
Our online private community is designed to provide continual support and resources in real-time
Our tools, resources, and guides are available to help your team and their families
re-frame their money
Workshops & Wellness Suite
Making Financial Wellness Part of Your Culture
Let us guide your team toward Financial Stability. Most businesses choose to offer their teams our 1-year employee wellness program, while others have chosen to invite us in for a one-time event.
Our workshops are lead by our coaches, are designed to motivate and inspire your team to take action, and are energetic, and interactive - whether we are in-person or virtual.
Our path begins with the fundamentals of Financial Stability - building financial habits, emotions, money personality, sustainability, and consequences.
From there we will go in-depth on Financial Wellness - budgeting, establishing and building credit, and using our Money Positioning System™.
Followed by our workshop on Goal Setting. Of course we'll cover the financials, but we'll also cover taking ownership of personal dreams and work productivity.
A fourth workshop is offered and can be chosen to fit your teams needs.
Stocks & Investment
Our workshops are combined with our online suite, Money Club, for lasting change, action plans and measurable success.
This gives your team personalized input and more customized action steps so that their financial opportunities can be re-framed starting the moment they begin the workshop.
Money Club is our Financial Intelligence Suite.
Our self-paced courses are filled with real-life action items, guides, tools, games, community, and resources for Millennials and Generation Z Members.
Money Club Members will learn about themselves through some self-assessment and then develop skills, behaviors, and concepts essential to success in personal finance and beyond.
It is accessible online on any device, personalized, and self-paced to work with busy schedules.
We provide guidance on actionable items and real needs, with topics like earning, spending, investing, budgeting, credit, debt, and so much more.
Feeling a little lost, Stressed or Confused?
The Ortus Navigator Financial Coaching Service guides your team members through their unique experience.
Our certified financial coaches will get to know your team members, their values, and specific situation, then guide them toward financial stability.
LET US HELP YOUR TEAM
We've built a series of in-person and/or virtual workshops that we will facilitate with your team to help them learn
or employees, your team, we offer Financial Wellness Workshops both in-person and/or virtually paired with supporting online content. Our specialized programs and content give your team the tools and inspiration to manage their personal finances better, so they can be less stressed and more engaged at work.
Our fully loaded online platform can help each member of your team navigate their own financial growth - and we have materials for every member of their family.
WHAT PEOPLE ARE SAYING
"The team at Ortus Academy helped me get straight with where I was, what options I had and how to make them happen, then they stepped in to make it happen. With a small team, who had never done this, I feel like we got the right help at the right time and their guidance helped us not only earn money after the pivot, but save money on the conversion to online delivery.”
“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.”
"Investing in this financial education for my team keeps my employees growing which makes me feel like I’m living out my business core values, and has helped double our revenue this year because everyone seems aligned. It’s also helped us feel and operate as a stronger team, so I would say this investment is one I’d HIGHLY recommend to other business owners!"
“Not only did I get my business more stable but I got my team more stable with their money personally. Now that I know they are good and have tools and support, I can focus on the business and making sure we are able to ride this storm all the way through. I feel Ortus helped me be a better leader for them too.”
Some of our clients:
Frequently asked questions