Your Relationship with Money

Leading companies know the traditional company 401k presentation does not address the broader emotions and stress people have when it comes to money. Your Relationship with Money: A Rich Life™ financial wellness presentation is not another one-way presentation about finance. Using an interdisciplinary approach, financial industry veteran Sheila leads an interactive workshop experience that can re-frame the way attendees think about financial decision-making. The content of her programs comes from multiple disciplines and brings together art and science, research and real-world experience. During this session, attendees will do an honest assessment of their prevailing attitudes about money and their own financial journey. She will help you to get clear on your values and how your money beliefs may be impacting your entire life. We’ll discuss how to set financial goals and get clarity around your spending.

Attendees Will Learn

-Actionable strategies to reduce money anxieties and replace them with feelings of empowerment and confidence
- Each person will have steps to stop unconscious spending and start building mindful money habits
-Attendees will discover realistic ways to monitor spending and stay on track to achieve their goals
-At the end of this module, attendees will be clearer about their own values and process to set financial goals across various life stages

About This Speaker

Sheila is a financial empowerment and wellness coach who helps people understand how to unlock their capacity for an abundant life. She brings a unique perspective to Financial Wellness (often not a topic associated with excitement!) by bringing together disciplines ranging from behavioral economics to mindfulness and neuro-linguistic programming, Her sessions support conscious decision-making in both life and business. Sheila’s interest in understanding how humans make decisions began as she earned her undergraduate degree in Organizational Behavior. She spent over a decade bringing financial insights to millions of investors with some of the world’s largest asset managers. Sheila’s expertise has also led her to work with other industry leaders helping them to analyze how thousands of Americans make their lifestyle choices.

Education and Experience

  • BA from Brown University
  • MBA from Georgetown University
  • Two NCAA Division 1 National Championships
Speaker Topic:
Financial Wellness
Mental Health
Celebrity or Keynote
Working From Home
Other Critera:
For Call Centers
Especially for Men
Especially for Women
Webinar OK - Remote Worker Friendly
Willing to Travel
Available in Spanish
HRA/VEBA eligible
Available Nationwide
For 3rd Shift
For Retreats
COVID 19/Quarantine Related
Recording is OK
Length: 75 min
Equipment required: Projector and mic
Post event tools included: NA
Includes pre-event consultation: If desired