Contact

Financially Wise, Inc. 

8391 Beverly Blvd. #375

Los Angeles, CA 90048

​​

323.852.3182 Phone

323.852.3183 Fax

  • Black Facebook Icon
  • Black Twitter Icon
  • Black Instagram Icon
  • Black YouTube Icon
  • Black Google+ Icon

© 2019 Financially Wise, Inc. All Rights Reserved.

Site designed by jessicakrewson.com​

FINANcIAL WELLNESS PROGRAMS

Looking for a financial expert to teach your employees the importance of money management in a fun and simple way?

GOLD PROGRAM

Quarterly Workplace Workshops

1 hour custom workshop per quarter with financial topics such as:

 

Money Mindset and Credit 

 

Budgeting and Saving

 

Employee Benefits and Insurance Review

 

Investing and Retirement Planning

Quarterly
Office
HourS

6 total hours per quarter

 

After each workshop, a dedicated financial planner will stay and have open office hours to meet with individuals for 30-minute sessions and answer their specific money questions  

 

Advanced meetings will be booked for efficiency

SUPPORT
MATERIALS
& LOYALTY

Custom workbook for each workshop attendee

 

Each employee will get access to our online course Money Class ($497 value)

Increased employee satisfaction and loyalty

Studies show the happier your employees are the better their work will be.  Brittney Castro is a leading finance expert, professional speaker, entrepreneur and more and has a passion for educating individuals on holistic financial planning strategies to help them use their money to live their dream lives. Bring the gift of financial empowerment to your company and see the positive long term effects it will have on your company for years to come.

SILVER PROGRAM

ONE Workplace Workshop

1 hour custom workshop with financial topics such as:

 

Money Mindset and Credit 

 

Budgeting and Saving

 

Employee Benefits and Insurance Review

 

Investing and Retirement Planning

SUPPORT MATERIALS & LOYALTY

Custom workbook for each workshop attendee

Increased employee satisfaction and loyalty

"Brittney has been a huge asset in what we offer to the Webscale Women group at Nutanix. Every time she holds a session she tailors her coaching to align with the needs of each group as well as the progression of topics based on what she had already covered. We absolutely love hosting her at Nutanix and the demand for her to return every year is great. We highly recommend her for any financial workshop as she makes the material easy to understand, relatable and relevant."

- Emily Black, Nutanix