ARE YOU AN EMPLOYER who wants to bring the power of financial education to your employees?

Financial literacy is not enough. Success requires a deeper understanding of how money works.

WE GUIDE your employees through financial education that goes beyond financial basics and helps them understand how to balance short and long-term needs, how to prioritize competing goals, and how to create a plan and measure progress.

Copper Seed’s flagship program, (Re)Set Your Money Journey, is a 4-hour in-person, interactive workshop.

In 2 two-hour sessions, your team will learn:

  • The Secrets to (Re)Setting their Financial Course
  • The Seesaw Approach to Maximizing Short and Long-Term Goals
  • The Hidden Advantages to Money Tools (Emergency Funds, Retirement Accounts, Health Savings Accounts)
  • Basics of Investing
  • Why Good Debt Can Be Good…and How to Avoid Bad Debt
  • Tracking Success Part 1–Fueling the Journey through Cashflow
  • Tracking Success Part 2–Establishing Your Net Worth Number


  • EDUCATE – We’ll teach your employees the essential concepts to create a vision-based financial strategy emphasizing how to use various money tools to balance short- and long-term goals.
  • CLARIFY – We learn by doing. Your team will have the opportunity to wrestle with these concepts on-site. As they think through financial strategy, they’ll build confidence and create clarity.
  • EMPOWER – Your employees will leave with tools to implement their financial plans and track their progress over time.

Workbooks and session recordings allow your team to grapple with the material hands-on. Money is a team sport– we welcome attendance by spouses and partners.

Ready to book a 30-minute consultation? Click the “Let’s Get Started” button below.

To receive our (Re)Set Your Money overview document, fill out the form below.