We equip you with the tools, knowledge and habits for lasting financial security and peace of mind.
Simplified Financial Concepts teaches individuals, employees and organizations how to better manage their financial lives. Each financial wellness workshop is packed with information, making it easy to find a strategy that works for everyone, no matter what life stage they’re in.
A study in the June 2023 issue of the Journal of Financial Literacy and Wellbeing found that a well-designed financial education program can remove at least one hour per week of worry and financial distress for each employee who participates in that program. Assuming a minimum wage of $15 per hour, at a company with 30 minimum-wage employees, a good program can recover at least $22,500 of value per year.
Author(s). (2024, January). It's time to prioritize employees' financial health. Harvard Business Review.
Our financial wellness workshops make the complicated process of building generational wealth simpler. When you know how to grow a nest egg and absorb financial shock, you’re truly in the driver’s seat of your life. Come learn with us and experience the confidence and security that come from knowing your needs are met.
Brad is passionate about simplifying and demystifying financial concepts and making them accesible to everyone, regardless of their current understanding or financial situation.
For the last 20+ years, Brad has offered financial wellness coaching to individuals and business teams. His vision is to empower thousands of people and their families towards their financial futures.