Financial Wellness Campaigns
Financial Wellness
Campaigns
Structured 4-, 8-, and 12-week workforce initiatives that reduce financial stress and build lasting money habits, built for employers who want results they can measure.
Financial Wellness Campaigns That Deliver Real Results
Financially healthy employees are happy employees with higher retention, attendance, and productivity rates. That is why 41% of employers plan to increase financial wellness spending in the next 12 to 24 months. Financial Footwork’s Financial Wellness Campaigns are 4-, 8-, or 12-week structured learning initiatives designed for today’s workforce. Fast. Effective. Measurable.
These campaigns meet your employees at the financial level they are at, and take them on a path forward toward financial stability. Run one as a pilot, theme one to your season, or build an annual calendar. The structure flexes to your goals.
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Track Record
Proven Impact Across Leading Organizations Nationwide
50+
Over 50+ National Employers & Professional Sports Organizations Served.
9+
Years Serving Organizations Across the United State
650+
Over 650 Performance-Focused Financial Programs Delivered Nationwide.
Flexible Campaign Formats to Fit Your Team
JUMPSTART SERIES · 4 WEEKS
Focus: Quick wins, awareness, engagement
Ideal for: First campaigns and pilot programs
What’s included:
- Weekly themes, challenges, and engagement tools
- One financial focus area, tailored to your workforce
- Live kickoff webinar
- Goal-setting tools for every participant
- Participation report at campaign close
MOMENTUM SERIES · 8 WEEKS
Most Popular
Focus: Behavior change, habit-building, financial stress reduction
Ideal for: Deeper engagement
Everything in Jumpstart, plus:
- A second financial focus area
- One live workshop, on-site or virtual
- Significant others included
- Pre- and post-campaign assessments
- Engagement rewards and a mid-campaign check-in
- Behavior change report at campaign close
TRANSFORMATION SERIES · 12 WEEKS
Focus: Long-term development, cultural shifts
Ideal for: Sustained impact and annual programs Everything in Momentum, plus:
- Launch keynote by Hillary Seiler
- Three financial focus areas: stability, habits, growth A second live workshop
- Monthly coaching office hours with Coach Hill
- Full ROI and impact report, plus a leadership debrief
- Annual Financial Wellness Calendar planning session
Features
Every series includes:
- Tailored financial curriculum
- Interactive, hands-on approach
- Built-in goal setting & accountability
- Flexible scheduling for teams of all sizes, in person or virtual
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Campaigns Built Around Your Calendar
Every series can carry a seasonal theme that gives your team a reason to engage right now.
Open Enrollment Readiness
August to October
Retirement Ready
September to October, anchored to National 401(k) Day and National Retirement Security Month
Holiday Spending & Credit
November to December
Q1 Money Reset
January: pay down holiday credit, rebuild savings
Financial Literacy Month
April
Have a different moment in mind? Every campaign can be themed to your culture, your benefits calendar, and your season.
Why Financial Wellness Campaigns Work
Modular Design
Choose from 4, 8, or 12 weeks of content to match your business’s financial wellness goals.
Turnkey Delivery
We handle strategy, buildout, communication, engagement, and reporting for your campaign.
Measurable Results
Pre/post assessments and a final report showing employee participation and impact to help assess the ROI of your financial wellness campaign.
Coaching + Content
Engaging videos, tools, and expert coaching options available. We also include debt management resources to support employees in reducing financial stress.
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Trusted by Employers Nationwide
How Financial Wellness Campaigns Work
1
Select Your Campaign:
Choose from our 4-, 8-, or 12-week campaign options.
2
Customize Your Experience:
Choose topics, seasonal theme, add-ons, and communication preferences.
3
Engage Your Team:
Weekly themes, interactive challenges, and rewards designed to boost engagement.
4
Track & Report:
Integrated goal-setting tools and resources help keep your team focused and moving forward.
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What Happens After Week 12?
The organizations that see lasting change don’t treat financial wellness as a one-time event. They build a rhythm. The Financial Wellness Calendar is an annual partnership: two to four themed campaigns a year, planned around your benefits calendar, delivered and reported by Financial Footwork. One plan. Year-round momentum.
FAQ’s
Frequently Asked Questions About
Financial Wellness Platforms
Expand Your Financial Wellness Toolkit
Campaigns are the backbone of a broader employee financial wellness program, but they rarely work alone. Many organizations launch a campaign with a keynote or an in-person financial wellness seminar, hold interactive financial wellness workshops at key milestones, and use financial wellness webinars to reach remote and distributed teams between sessions. During benefits season, custom employee benefit videos extend the campaign’s lessons into on-demand resources employees can revisit anytime.
Ready to Start Building Your Next Financial Wellness Campaign?
Financial Footwork campaigns are designed to deliver practical, real-life financial wellness that employees can immediately apply. We serve companies nationwide with in-person and virtual programming tailored to your organization’s unique needs.
Whether your team is based in one location or spread across the country, our campaigns meet them where they are, delivering education that is clear, engaging, and actionable.
Every campaign is built around interactive learning and real-world application. We combine expert instruction with weekly themes, challenges, and accountability tools that help employees take control of their finances, whether that means budgeting, saving, managing debt, or building long-term wealth. The goal is lasting behavior change, not momentary motivation. Employees walk away with tools, strategies, and a financial game plan they can actually use.
We partner closely with HR teams, benefits managers, and leadership to make sure the content aligns with your goals and supports your culture. Ready to support your team’s financial health and performance?
Book a strategy call today. We’ll respond within one business day.