We are living in extraordinary financial times!
THIS CALLS FOR IMMEDIATE & IMPACTFUL SOLUTIONS
We’ve got your Employees’ financial wellness covered!
I provide financial wellness training to corporate employees to reduce their financial anxiety, improve productivity and increase the company’s bottom line.
As Featured In
Tanya Taylor specializes in helping employers provide financial wellness training to employees to reduce financial stress, improve productivity and increase the return on employers most valuable assets.
We serve a wide range of clients including Fortune 100 & mid-size companies, professional services firms, and non-profit organizations.
I also partner with BRG’s & ERGs to help support employees financial health.
Employees across all income brackets are facing anxiety around a diverse set of financial worries
- Not enough saved for an emergency – e.g. a layoff
- Will they have enough for retirement
- Mounting debt
- Lack of basic financial knowledge
When
employee productivity is low, morale begins to take a nose dive and
your organization's bottom line will inevitably be impacted.
It might be difficult to quantify the true cost, and you don’t have to….
In these challenging times, the solution must be immediate, impactful and long lasting.
I have your solution – the ROIC Method
See how I can help you to increase revenue by reducing staff financial stress and improving their business performance.
Authentic and Actionable Delivery
Speaking
As someone who has suffered from financial anxiety and can relate to many of my audience fears, my goal is to paint a picture of authenticity. Removing any guilt and shame and leading them towards the realization that where they are today does not define where they will be in the future
Result: Practical tips and resources to begin making immediate and lasting change.
Consulting
Working with me can look very different for each organization and the needs of their employees. Facilitation of live or virtual workshops on specific personal finance topics, or self-paced online learning options.
Result: A change in the way your employees relate to and manage their finances.
Customized Learning
We have the flexibility to offer customized learning programs and materials for participants based on their specific needs. We begin by first understanding what you as the client need. (e.g. helping clients navigate their finance after a layoff)
Result: Unique goal setting and roadmap towards achieving those goals.
Individualized Coaching
Our overall mission of one-on-one coaching is to help our clients use the specific tools within the program to achieve their goal at a faster pace and more direct and personalized help.
Result: Faster results leaving time to refocus on building a career and helping the business achieve or exceed its goals.
ARE WE A GOOD FIT?
What is the real cost of ignoring this issue?
You either believe the surveys about financial wellness or you don’t! If you believe them, then you know the impact on employees’ productivity, retention and ultimately your bottom line. Are you an employer who is ready to get ahead of the issue?
If you are, here is how to tell if we would be a good fit to partner together
Yes we are a PERFECT match if you want to…
- Reduce employee stress
- Improve employee morale and health
- Boost employee confidence in their finances
- Increase your bottom line
- Improve engagement and retain talented employees
This will never work if…
- You are stuck in the old belief that financial education does not belong in the workplace
- You are not willing to invest in your employee’s productivity retirement
- You just want to check the box by skimming the surface
- You are unwilling to track KPI
Contact us for more information on Speaking Engagements, Consulting, Customized Learning and Individualized Coaching.
Speaking
Dare To Be A Millionaire Speakers Series
How can companies retain valuable employees, and improve productivity?
The data doesn’t lie, and there are enough studies available to show that employees productivity is directly impacted by their stress level around their finances.
According to a PWC survey, “Financial stress is a concern for employees at all income levels. Even among employees with an annual household income of $100,000 or more, 52% report feeling stressed by finances.”
For far too long, financial wellness has been a taboo topic in the workplace – too sensitive and complicated .
In the current environment, this problem will only continue to intensify.
The Dare To Be A Millionaire Speaker Series will help you close the gap.
Start planning your custom Dare To Be A Millionaire program.
Each program can be custom-tailored to fit a variety of topics and lengths. It can be delivered as an in-person or virtual keynote speech or workshop.
Although personal finance is often too heavy and feels too personal to discuss, we find ways to get attendees involved and to walk away with useful action steps.
Participants will leave my keynote understanding:
- Why they have a certain relationship with money
- An awareness of how that manifest in their life
- How to build a healthy relationships with money
- Wealth Building habits they can start implementing
What’s Your Money Story? The ABCD of Money
Just like a house needs a solid foundation, so does your wealth-building journey. Tanya’s honest and compelling story about how her 16 year old self, growing up in extreme poverty, was able to shift her attitude towards money and get a well-grounded grip on her budget, credit and debt – The Wealth Trifecta – and how those tools together allowed her to start layering other pieces to allow her to invest and grow her wealth to 7 figures.
Participants will walk away from this keynote understanding:
- What is your ATTITUDE towards money and how to change it
- The importance of BUDGETING and how it allows you to build wealth
- The impact of negative CREDIT and how to build and maintain a good credit score
- DEBT paydown strategies and which one is right for you
Documented but not free - 3 Steps to finding your voice and reclaiming your life
Tanya shares her journey navigating America as an undocumented teen. Her struggles and heartbreak, and the perseverance to stay the course in reaching her goals. Her setback of losing her scholarship, then having her home take over for almost 2 decades, and yes, the obstacles she faced in corporate America. Yet she rose to each occasion, pivoting and finding her voice and picking up the pen to write her own stories. She shares 3 compelling turning points and the tool that you will need to put the pen back in your hands and write your own story.
- You have every right to say no without feeling guilty
- What other people think of you is not your business
- The power of leveraging your voice
- The determination to be the best version of yourself
- Never be afraid to bet on yourself
Customized Topics Around Goal Setting, Resiliency & Inspiration
CONSULTING
Each employe is unique and so is their personal finance
IF YOU WANT A ONE SIZE FITS ALL CONSULTING APPROACH… WE ARE NOT FOR YOU.
Let’s have a discussion about how to remove the taboo of financial conversation in the workplace and fix the real issues that will help you and your employees achieve success.
We will customize a program for you around any of the following topics -Money Mindset. Budget. Credit. Debt. Investing. Retirement. Taxes. Wealthbuilding. Layoffs & Severance. Using Our ROIC Method.
Step 1
Review
Step 2
Optimize
Step 3
Implement
Results
Change
Coaching Women & Employees of Color
Meeting Facilitation
Financial conversations are some of the more difficult topics to talk about and at the same time are among the most important topics to be raised and discussed. We will craft discussions around topics and use our skills in a way that will put participants at ease to allow them to focus on the tips and strategies that will help them to achieve results.
Panel Expert
Money Mindset. Budget. Credit. Debt. Investing. Retirement Planning. Taxes. Wealthbuilding. Preparing For A Layoff. Wealth Gap.
PUBLICATIONS
Clever Girl Finance
Freedom Slay Podcast
Hannah Herman
Lifeblood podcast
Rich State of Mind Podcast
About
Get To Know Tanya Taylor, CPA, MBA, CFEI
Founder & CEO of Tanya Taylor LLC, and the author of The Roadmap to 850, The Ultimate Guide to a Perfect Credit Score, Tanya works closely with her clients to achieve their financial goals in the area of credit, budget, debt, investing, tax planning and wealth protection.
Prior to founding Tanya Taylor LLC, Tanya spent 24 years in the financial services industry in accounting and risk, bringing together perspectives and insights from a variety of roles including as an auditor (Deloitte), Accounting Policy (Moody’s Investor Service & New York LIfe), and banking regulator (Federal Reserve Board of Governors). She also worked at Goldman Sachs supporting foreign exchange traders.
Tanya is honored to have been featured in Black Enterprise and Business Insider for building her retirement portfolio beyond a million dollars using just her income.
Tanya believes in living a balanced life and loves to travel the world with her family. She has been to 50+ countries and almost 30 states.
CLIENTS
- Elysa Dauerman,
New York State Society Of CPAs
Tanya presented a fantastic workshop on how to grow your wealth and great a 7 figure retirement plan at our Profit & Thrive Virtual Conference! She was an excellent workshop host and our attendees raved about her presentation. She was a joy to work with and I would highly recommend her for speaking opportunities.
- Shay Brown,
COO & Co-Founder of Bucketlist Bombshells
TEDx Collaboration
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