Financial Wellness Program

Financial education resources tailored to your organization's unique goals and objectives.



As an employer, you design your employee benefits program to help keep your employees healthy and productive, but did you know what financial stress is a major contributor to poor physical health?

*Individuals with high levels of financial stress are more likely to suffer from depression, headaches, sleep issues, substance abuse, and a host of other mental and physical ailments.

This creates a negative feedback loop that can be difficult to overcome.

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Unfortunately, financial literacy and personal finance education is severely lacking in schools and homes across the country.

In addition, traditional financial education programs may not be effective at managing the behaviors that cause financial stress.

We work with your organization to design a program that meets your employees where they are in life. We offer interactive training that helps employees gain confidence in their ability to make important financial decisions.



Every organization is different, and every employee is different. Your Financial Wellness Program should be tailored to the urgent and pressing needs of your employees. For that reason, we build a program that addresses the specific needs of different groups.

Our programs are designed to meet the unique goals and needs of your organization and your employees. There is no "one size fits all".

Our curriculum and workshops are designed to connect with and inspire students of all ages and socioeconomic backgrounds.

Beach at Sunset


Foundation Phase

  • Discover

  • Define

  • Design

Program Phase

  • Pre-Programming

  • Implementation

  • Post-Programming

Follow-Up Phase

  • Measurement

  • Feedback

  • Re-Discovery


  • Financial Psychology

  • Loans, Debt & Credit

  • Emergency Funds

  • Investing

  • Income Planning

  • Tax Planning

  • Savings, Expenses & Budgeting

  • Risk Management & Insurance

  • Retirement Planning

  • College Funding

  • Kids and Money

  • Wills and Estate Planning

Contact Us

J. J. Wenrich is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, MD, AZ, FL.

CA Insurance Lic#: 4038469

Phone: 949.547.4313

5613 Costa Maritima

San Clemente, CA 92673

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