Workplace Financial Education with The Alexandrite Group

Increase Employee Productivity and Morale with The Alexandrite Group

Employees spend time worrying about money concerns.  This takes a toll on production. We have found that many clients experience loss of sleep, difficulty in focusing, and feeling overwhelmed  and incompetent when they are confronting money challenges. These issues spill over into their work environment.
Employee financial education
If your employees are worried about money, then they are probably not working at their optimal productivity.  Employee financial education with The Alexandrite Group can set them straight and get them to being more productive. You will see the difference when your employees’ concerns are addressed and they have financial strategies in place.  The results are palpable.

We are not affiliated with any outside investment firm or insurance company; we are completely independent and our focus is purely on workplace financial education.  That means we are not selling any products, services, or receiving any commissions. We want your employees to feel confident and competent to fully understand their personal financial situation and make educated financial decisions.

Employee Financial Education: What We Do

We offer lunch-and-learns and other programs to teach employees how to address their money challenges.  Most never learned the skills required to budget their money. Credit card bills and payments have become increasingly more complex.  Middle-aged employees often are paying for college, saving for retirement and possibly, helping an elderly relative - all at the same time.   These employees do not know where to turn, and often decide to do nothing, with the result that their money problems overtake them.

How we can help your organization

There are many benefits to having a budget advisor teach financial life skills to your employees.  Here are a few examples:
  • Reducing the time your employees spend worrying about their money issues.
  • Encouraging your employees to take advantage of any Health Savings Plans, if your company provides such plans.  Increased participation reduces FICA taxes (resulting in cost savings for the organization).  Prior to taking these classes, many employees do not set aside money because they do not know how to budget for medical expenses.
  • Advising all employees to save for retirement. Employees will be able to budget appropriately, permitting them to set aside retirement funds.  This might lead to early retirement and cost savings for the organization.
  • The discernible boost in morale and productivity that accompanies financial stability.

How we can help your employees

We teach life skills that will reduce worry, increase employee productivity, and make early retirement possible. We do it with our proven four-step process
  1. Prepare written goals;
  2. Analyze current spending habits and patterns;
  3. Prepare a modified spending plan which will include the written goals; and 
  4. Regularly monitoring and reviewing their spending plan.

Try Our Lunch-and-Learn Sessions

We come to your business for two one-hour long lunch-and-learn sessions.  In our experience, this is the best way to teach employee financial skills. The time between sessions allows employees to digest the material and formulate questions and have a more fulfilling and satisfying overall experience.  We also offer single sessions, for any duration you require (half day, full day, multi-day).

In addition, we offer a number of other, more specific classes.  If there are any particular areas of concern unique to your business, we would be glad to tailor a class specifically for you.  Classes offered are usually 90 to 120 minutes in length.

Sample of classes offered:
  • Choosing and Using Credit Cards Wisely
  • The Art of Organizing Your Bills and Paying Them On-time
  • Beginning Investing
  • How to Spend Less than You Earn

Do not hesitate to contact The Alexandrite Group today to inquire about workplace financial education.  It might be just the investment your company needs.
The Alexandrite Group LLC
Budget Advisors for Families, Individuals, & Small Business Owners
Located In Northern New Jersey
151 West Passaic Street, Rochelle Park, NJ 07662
            and
27 Chestnut Street, Ridgewood, NJ
07450
Call Us at: (201) 447-1137

Contact us today for an appointment.
Helpful Tips
Don’t spend more than you earn.  If you spend more than you earn, you will never be able to save money for the future.



Click here for more tips.