Financial Literacy That Won’t Put Your Audience to Sleep.

I’m an experienced speaker and AFC® that provides engaging and digestible financial education for corporate companies, organizations, conferences, and more.

I’m not just going to tell you to spend less. My vibe is Relatable. Calm. Sometimes funny and determined to make financial literacy education actionable, non-judgmental, and actually helpful.

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Financial Wellness Workshops for Your Organization

I am here to inspire, motivate, and educate your organization or group to take control of their money with digestible and interactive finance and investing education that won’t put your people to sleep.

Popular Workshops

Key takeaways for audience:
- Identify a belief that is preventing them from making financial progress forward
- Decide on a focus area and next step with their money, regardless of where they are today
- What “money mindset” means and how to improve yours
Agenda:
- How to write a new financial story and develop a money mindset that helps you reaches your goals
- 3 keys of financial wellness and the order in which to focus
- A brief introduction to tax-advantaged investing
Key takeaways for audience:
- Easy to use budgeting methods and categories
- Improved clarity of when and how to allocate money
- Automations that help create control, build wealth, and save time
Agenda:
- Understanding your cash flow - simple ways to categorize your income and expenses
- Designing your intentional spending plan - how to allocate funds in a way that reflects your values/goals
- Automating your money - easy ways to use technology to stay on track
Key Takeaways for Audience:
- Why your 401k is one of the most powerful wealth building tools you have at your disposable
- How to make it work harder for you
Agenda:
- Saving on taxes with your 401(k)
- How to save on fees in your 401(k) by learning the basics
- Options of how you can invest your money and understanding what you have control over inside your 401K (more than you think!)

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Conferences, Panels, Podcasts

Anywhere with a room, stage, or a chair.

As an experienced speaker at major conferences and top 1% podcasts, I’m passionate about making complex and uncomfortable topics accessible for everyone.

My goal is to leave every single audience member more empowered, inspired, and, most importantly, armed with actionable information that they can actually implement to make their financial lives better asap.

Recent Podcasts

Financial education matters for your organization

Money stress is the #1 distraction for employees—more than work, health, or family. Only 27% of GenZ/Millennials and 26% of GenX are on track to retire comfortably. Providing digestible financial education leads to:

Reduced Stress and Increased Focus

57% of employees say finances are the top cause of stress in their life. - PWC Survey

Better Organizational

Retention

78% would be more likely to stay with an employer that offers financial wellness resources. - John Hancock Financial Stress Survey 2023

Increased

Productivity

70% say access to financial wellness resources increases productivity. - John Hancock Financial Stress Survey 2023

What they are saying…

We wanted to put together a financial education session for our members and Tess was the perfect person to lead this session! Some of the members of our group are new to the workforce or have never worked for a publicly traded company before. Tess' hands on financial education session was very beneficial for both the newbies and the finance experts! Tess made the session very easy to understand, approachable, and engaging! There was lots of participation and questions from the session attendees!

- Julia Benivegna, Women in Solution Engineering ERG at Box.
"Tess has the rare ability to take complicated financial jargon and break it down into practical, easy to follow steps. She helped our staff understand our 401(k) program like never before and offered useful tools for managing their budget. I highly recommend her as a speaker and coach to anyone looking to feel more confident in their financial choices.”

- Angela Lussier, VP of Operations, Sustainable Comfort Inc.
I had the privilege of having Tess speak to our company on International Women's Day, and she was fantastic. Tess's presentation style is dynamic, engaging, and sometimes even funny, making a traditionally intimidating topic both accessible and enjoyable. She is adaptable and did a great job of tailoring the content to the audience's needs to ensure that every participant gained valuable insights and actionable takeaways. Tess has a genuine knack for financial education, bringing it to life in a way that resonates with everyone. I highly recommend her for any organization, Women's ERG group, or association that is looking to enhance the financial literacy and confidence of their employees in a way that won't put them to sleep.

- Sarah Esteverena, CMO at TMA Systems
Tess is an absolute pleasure to work with. Jam packed with energy and passion, she imparts a huge impact on those she works with. Tess is full of knowledge and her thirst to both learn more and share her knowledge with others makes her a truly powerful woman. Tess is dedicated to helping others thrive and teaching women to have a better relationship with money. She is the full package of reality and empowerment and a charge like the energizer bunny. If you have the opportunity to learn from or work with her, I recommend it.

- Margie Breault, City of Worcester MA

Your next move

I would love to connect with you and your team!

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