A better employee benefit.
A better bottom line.
Help your employees feel better about money, build healthier financial habits, and show up to work with greater confidence.
What We Offer
Financial wellness that actually works
Practical, judgment-free support designed for real people at real companies.
Workplace Workshops & Lunch & Learns
Engaging, practical sessions that make money feel less overwhelming. From budgeting basics to benefits optimization, our workshops give employees tools they can use right away.
One-on-One Employee Coaching
Personalized financial coaching for employees navigating real-life decisions — debt, savings, home buying, and more. Confidential, supportive, and completely judgment-free.
Ongoing Financial Education & Digital Tools
Keep the momentum going with curated resources, guides, and digital tools that help employees build better money habits over time — not just in a single session.
Group Coaching Programs
Coming soon: structured group coaching programs that bring employees together to learn, share, and grow their financial confidence in a supportive community setting.
Your first workshop is on us.
The first 20 qualifying California companies can receive a complimentary 30-minute financial wellness Lunch & Learn — completely free. No strings attached. Just a genuine introduction to what financial wellness can do for your team.
For California-based companies with 5–100 employees. Limited to first 20 qualifying businesses.
Claim Your Free Workshop
Take care of your people. They'll take care of your business.
— The Money Well Mission
Meet Annie
Your financial wellness partner
Annie founded The Money Well because she believes every employee deserves practical, judgment-free support with real-life financial decisions. With nine years of personal finance experience, she brings an energetic, relatable approach to financial education — making money feel less overwhelming and a lot more manageable.
Learn more about AnnieReady to bring financial wellness to your team?
Whether you want to claim your free Lunch & Learn or just learn more, we'd love to hear from you. Fill out the form and we'll be in touch within one business day.