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Partnerships
Abundant Outcomes enjoys partnering with organizations to architect holistic financial wellness programs for their stakeholders.
We
- administer financial literacy assessments,
- facilitate personal finance fundamentals training,
- deliver group presentations,
- conduct interactive workshops, and
- coach individuals and small groups
Our curriculum does not merely provide instruction on concepts and systems, it addresses our childhood money stories, first money memories, early habits and core attitudes about our capabilities and worth.
Program Curricula
General
Retirement Preparedness
New to Workforce
We enjoy working with individuals and teams on gaining the insight and tools to thrive financially. Whether the goal is to build savings, eradicate debt, or create wealth, we know that everyone's money goal is different. We work with you to create the abundant outcome(s) you desire.
New to Workforce
Retirement Preparedness
New to Workforce
Many new workers are not knowledgeable about employer benefits and how the informed selection helps them manage risk and build wealth. We will do a deep dive on your available options and help your new staff select the ones that best support their lifestyle and aligns with their goals.
Retirement Preparedness
Retirement Preparedness
Retirement Preparedness
Most retirees are under-prepared as they consider their income, medical, housing, etc. needs for life after their career ends. We provide resources and strategies that help demystify what a successful retirement looks like for everyone.
Leader Bootcamp
Human Capital Staff Training
Retirement Preparedness
All organization leaders require fundamental financial management skills. Without them, it is impossible to optimize operations and properly leverage resources. We ensure that small teams have the basic knowledge that increases productivity and minimizes waste.
Human Capital Staff Training
Human Capital Staff Training
Human Capital Staff Training
Many organizations prefer to have internal staff provide training or strategic planning to strengthen trust and camaraderie. We will ensure that your staff has the knowledge, materials, and confidence to instruct staff on the financial concepts and practices that are critical for operational efficiency.
Employee Resource Networks
Human Capital Staff Training
Human Capital Staff Training
We customize presentations and workshops for corporate affinity groups according to what their members request for personal financial education.
Coaching Paths
Like working with a personal trainer or an academic tutor, Abundant Outcomes coaching catalyzes the synthesis of financial concepts while building confidence in making the most beneficial financial decisions. Coaching also serves as an opportunity to receive ongoing feedback on the implementation of strategic financial plans, as well as accountability assistance.
Financial Checkup
- Provides a holistic analysis and review of your financial condition (based on the accuracy of financial information provided)
- Good for those motivated to align their behavior with their objectives
- If you are unsure where to start, start here.
Budget Boost
- Supports those who need accountability in creating and executing a spending plan
- Highlights where your funds are going alongside a companion optimal expense plan
- Lays the foundation for systematic reviews that promote adoption and success
Savings Solved
- Straightforward assessment of savings needs and goals
- Discussion of appropriate savings products based on roadmap and minimum deposit
- Review of multiple strategies to build savings while progressing toward additional goals
Foundational Products
- Overview of financial products & services that support resiliency and wealth creation
- Granular explanation of differences between similar products, services, and service providers
- Support in selecting the appropriate portfolio of products for financial objectives
Credit & Debt Stewardship
- Determination of healthy level of debt based on current financial condition
- Guidance to leverage debt and credit standing for future income and wealth-building opportunities
- Review debt eradication plans and assess feasibility
Employer Benefits Navigation
- Maximizing employer options to ensure the most advantageous coverage
- Open enrollment or employer/life change support to match benefits selection with needs
- Clarification of options and their tax implications now and in the future
Need something else?
The list above is a starting point for those who have a clearer vision of their support needs. If none of these feel quite right, the intake survey will provide the information to customize the path for you.
Financial Wellness Checkup (beta)
Click below if you are interested in a quick assessment of your financial wellness.