We deliver dynamic keynote presentations and corporate financial wellness programs, to boost the performance of diverse professionals and small business owners.
As Featured In
We specializes in providing organizations with financial wellness training to their employees reduce financial stress, improve productivity and increase the return on their 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
- Do they have 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, you don’t have to….
In these challenging times, the solution must be immediate, impactful and long lasting.
See how we 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’s 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 us can look very different for each organization and the needs of its employees. Facilitation of live or virtual workshops on specific personal finance topics, and 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 with a group 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…
- You want to reduce employee stress
- Improving employee morale and health is important
- You want to increase your bottom line
- You want to increase 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
Relatable | Implementable | Transformational
Start planning your custom Money Rehab program.
If your organization’s goal is to help your employees reduce financial anxiety, be more productive, and therefore elevate your revenues, this program is tailored to fit a variety of topics and lengths. It can be customized 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 take away useful action steps.
Participants will leave my keynote understanding:
- Why they have a certain relationship with money
- An awareness of how that manifest in our life
- How to build a healthy relationships with money
- Wealth Building habits to begin implementing immediately after the event
What’s Your Money Story? The ABCD of Money
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 got a well-grounded grip on your 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 CREDITscore
- DEBT paydown strategies and which one is right for you
5 Steps to financial freedom regardless of your income (to be updated)
We all have our own ideas of what financial freedom means and most of us see it as out of reach. The reality is that even in today’s environment, it is still very possible. In this talk we share 5 action steps that you should put in place that can help you to achieve financial freedom before you retire.
- The foundations of wealth building and why your mindset is your biggest barrier to wealth
- How to ladder up even by taking small steps
- The simple strategies to investing smart
- How to treat your wealth like a business
Consulting
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 using our ROIC approach.
We use the the ROIC Method
Customized Topics Around Goal Setting, Resiliency & Inspiration
We all have our own ideas of what financial freedom means and most of us see it as out of reach. The reality is that even in today’s environment, it is still very possible. In this talk we share 5 action steps that you should put in place that can help you to achieve financial freedom before you retire.
Participants will walk away from this keynote understanding:
- Never be afraid to bet on yourself
- 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
Customized Learning
Colleges/Universities
We help students understand the pillars of personal finance, so that they can build sound financial habits, to help them embrace adulthood with confidence. Topics covered include differentiating between wants and needs, budgeting, credit, understanding debt, and post college finances.
Coaching Women & Employees of Color
Panel Expert
Media
Tanya Taylor has been featured in a number of publications and podcasts and is a voice in the financial services industry, as a contributor to many personal finance articles.
Clever Girl Finance
Freedom Slay Podcast
Hannah Herman
Lifeblood podcast
Rich State of Mind Podcast
Yahoo Finance
The Teacher Money Show
Money With Mission
Journey To Launch
About
Tanya Taylor, CPA, MBA
Tanya infuses her knowledge from learning and teaching about wealth building, with her 24 years on Wall Street in the banking and insurance industries in accounting and risk, bringing together perspectives and insights from a variety of roles, working for organizations such as Deloitte,Goldman Sachs,Moody’s Investor Service, New York LIfe and The Federal Reserve Bank of New York.
Tanya has been featured in publications such as Business Insider and Black Enterprise, sharing her story from an undocumented immigrant as an impoverished Jamaican traveling to the U.S. alone at 16 to capitalizing on the opportunity to build wealth and changing the trajectory of her and her family’s lives. Tanya’s core belief relies on the balance of wealth building and personal goals, in which she continues to jet-set the world with more than 60 countries visited.
CLIENTS
– Elysa Dauerman
New York State Society Of CPAsTanya 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 BombshellsTanya 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
