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Workplace Financial Wellness

Financial Wellness in the Workplace

At LifeSpan, we have determined that financial education classes can provide significant benefits to individuals and the community. More specifically, financial education classes provided in collaboration with another community partner can add value to the overall services provided and help promote wellness within an organization.

LifeSpan has its roots back to the mid-1940s. We have been offering credit counseling and financial education services since 1981 and serve over 3,400 people per year. We are a member of the National Foundation for Credit Counseling, are accredited by the Council on Accreditation and are a United Way partner agency.

How LifeSpan can help

LifeSpan has created a series of consumer financial education courses that will supply the tools and skills that will help consumers regain a better understanding of their finances. These classes are designed to provide basic, yet specific information on several financial topics that people need.

The following classes would be offered by LifeSpan at the partnering agency’s location:

  • Getting a Grip on Your Spending (basic budgeting)
  • Understanding Credit and Debt
  • Transitioning into Retirement
  • Credit Reports 101
  • Saving Money Using Coupons
  • Much, much more


*Classes could be taught individually or in a series. Each class lasts approximately one hour and is taught using PowerPoint and handouts. Optimum class size is between 10 and 25 participants. More detailed information on each class is available.


Everyone could benefit from meeting with a financial coach. Especially those who want to:
  • get better control of your finances
  • learn what choices impact your credit score
  • learn how your credit score impacts other expenses
  • stop living paycheck to paycheck
  • stop borrowing from your retirement account
  • avoid using payday or title loans
  • pay down balances on your credit cards
  • get student loans out of default
  • avoid garnishment for child support
  • prepare for a life-changing event such as marriage, divorce, the birth of a child, new job or job loss
  • get ready to transition into retirement

Coaching and Financial Wellness Manager

Mary Day

Mary applies her passion for empowering others to lead and engage her team of skilled social workers, financial counselors and financial educators in our mission to strengthen families and individuals who seek to improve the quality of their lives.  In her spare time, she enjoys volunteering for local animal rescue organizations as a foster “parent”.

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In less than 15 minutes
you can better understand your entire financial situation