Financial Wellness for Your Team

(And Your Bottom Line)

The #1 reason clinicians leave is burnout and financial stress. Fix both.

Empower your healthcare team with essential financial knowledge delivered by a fellow professional and Certified Financial Counsellor (CFC™). These tailored sessions are designed to directly address the financial challenges faced by physiotherapists and other clinicians, transforming financial stress into financial confidence.

These tailored sessions are designed to directly address the financial challenges faced by physiotherapists and clinicians. By transforming financial stress into financial confidence, we help you build a more focused, loyal, and resilient clinical team.

Why Financial Wellness is Your Clinic's Best Investment

  • Increase Retention & Loyalty: Show your team you value their overall well-being, not just their billing codes. Employees who feel supported in their life goals stay longer in their jobs.

  • Eliminate Distraction: Financial stress is the #1 cause of employee anxiety. Financially secure clinicians are more focused, present, and productive with their patients.

  • Attract Top Talent: Differentiate your hiring offer. Stand out in a competitive market by offering financial literacy as a unique, high-value employee benefit.

  • Enhance Team Culture: Create a supportive environment where money isn't a taboo subject. A team that grows together, stays together.

Format Options: Choose What Fits Your Clinic

1. The In-Person Experience (High Engagement) Best for: Team building days, quarterly meets, or larger clinics.

  • The Vibe: Dynamic and fully interactive with real-time Q&A and group activities.

  • The Commitment: Higher engagement level; subject to travel expenses.

2. The Virtual Session (High Flexibility) Best for: Busy schedules, distributed teams, or lunch-and-learns.

  • The Vibe: Convenient and efficient via Google Meet.

  • The Commitment: Easy to schedule between patient blocks; zero travel costs.

All Sessions Include:

  • Customizable Content: We build the agenda based on your team's demographics (new grads vs. senior staff).

  • Flexible Cadence: Choose session lengths and frequency (e.g., a one-off workshop or a 4-week series).

Most Popular Workshop Topics:

  • Cash Flow for Clinicians: Budgeting without the headache.

  • Debt Destruction: Strategies for managing student loans.

  • Investing 101: Portfolio basics and compound interest.

  • The Future You: Understanding RRSP, TFSA, 401(k), and IRAs.

  • Life Goals: Homeownership insights & credit score optimization.

Clinic Owners

Give Your New Grads a Financial Head Start

Help your new grads and staff get off to a great financial footing. We know new healthcare professionals face unique financial challenges. Our tailored sessions equip your team with the practical skills needed to navigate student debt, budgeting, and saving for the future.

Benefits for Your Clinic:

  • Increased Employee Satisfaction and Retention: When employees feel supported financially, they're more likely to be satisfied with their jobs and stay with your clinic long-term.

  • Reduced Financial Stress: Financial stress can impact employee performance and well-being. Equipping your team with financial knowledge can reduce stress and improve their overall quality of life.  

  • Improved Productivity: Financially secure employees are more focused and productive, leading to better patient care and outcomes.  

  • Enhanced Clinic Reputation: Demonstrate your commitment to employee development and attract top talent by offering financial literacy benefits.

Co-Workers

Strengthen Your Bond, Build Your Future: Financial Literacy for Healthcare Teams

Imagine learning and growing alongside your colleagues. Our sessions provide a safe and collaborative space to discuss personal and financial development together, strengthening team morale and creating a Culture of Financial Wellness.

Why Financial Literacy Matters for Your Team:

  • Reduced Financial Stress: Financially secure employees are more focused, engaged, and productive. Learning together can help alleviate financial worries and create a more positive work environment.

  • Improved Retention: Show your colleagues that you care about their overall well-being by investing in their financial knowledge. This can lead to increased loyalty, stronger team bonds, and reduced turnover.

  • Enhanced Team Morale: Financial wellness contributes to a positive and supportive work environment. When colleagues feel empowered in their financial lives, it strengthens the entire team dynamic.

  • Attracting Top Talent: Word-of-mouth about your team's commitment to financial literacy can help attract and retain top-tier healthcare professionals.

Investment

Our small group sessions are an investment in your team's future and your clinic's success.

  • Pricing: Starts at $200 per person.

  • Group Discounts: Available for larger teams and booking multiple sessions.

To request a quote and explore the possibilities, please email us directly at info@financiallyfulfilledphysio.com.

Our small group sessions are an investment in your team's financial well-being and your clinic's success.

Don’t just take it from me.
Listen to Mackenzie!

Mackenzie Holden. PT, MScPT. Registered Physiotherapist, Cycling Consultant @Foundationphysio

Sample Small Group Session Agenda

  • Week 1

    Weeknights or Weekends

    60 mins (inlcuding Q & A)

    Money Mindset, Goal Setting, The Importance of Budgeting (Home, Personal, Net Worth). How to use compounding to your benefit!

  • Week 2

    Weeknights or Weekends

    60 mins (including Q & A)

    What type of income classification are you? Does it effect your bottom line (employee, self-employed, corporation) Basic tax considerations.

  • Week 3

    Weeknights or Weekends

    60 mins (including Q & A)

    Debts/Liabilities/Assets, Why knowing them is Crucial for your Financial Success. What you should know before buying your first home?

  • Week 4

    Weeknights or Weekends

    60 mins (including Q & A)

    What is inflation? How it erodes your wealth. Spending, saving and investing. TFSA/RRSP, is there a right one for me?

As Heard On

  • Blue app icon with white speech bubble containing the name 'Jane' in blue cursive text and a white star in a smaller circle.

    Jane

  • The Washington Times logo in red Gothic font on a white background.

    Washington Times

  • Yahoo Finance logo in purple text with an exclamation mark.

    Yahoo Finance

  • Forbes logo with the word VETTED underneath

    Forbes Vetted

  • Western University Canada logo in purple with university crest.

    Western University

  • University of Toronto logo and name in blue text with crest and shield.

    University of Toronto

  • McMaster University logo with text and shield emblem.

    McMaster University

  • Logo for Athlete's Care Sports Medicine Centres with stylized blue swoosh above the text

    Athlete's Care

  • Embodia

    Embodia

  • Stylized graphic of a coffee mug with steam rising from it, set against a dark background.

    PT Coffeecast

  • Logo of Newfoundland & Labrador Physiotherapy Association featuring a stylized human figure with arms raised, forming a tree with green leaves around the head.

    NF & L PA

  • Logo of the Prince Edward Island Physiotherapy Association with stylized figure and colorful waves.

    P.E.I. PA

  • Logo of New Brunswick Physiotherapy Association with stylized human figure and stars.

    N.B PA

  • Line drawing of a woman running, holding a jump rope

    Bolton Physio

  • Foundation Physiotherapy & Wellness logo featuring a blue spiral design and black and gray text.

    Foundation Physio

  • Text on a black background that reads 'MENTORSHIP BOOTCAMP' with 'MENTORSHIP' in large white letters and 'BOOTCAMP' in smaller white letters, with a blue triangle replacing the letter 'A' in 'BOOTCAMP'.

    Mentorship Bootcamp

  • Nova Scotia Physiotherapy Association

    NSPA

  • Propel Physiotherapy

    Propel Physiotherapy

  • Logo of the Alberta Association of Physiotherapy featuring a blue circular symbol and text.

    Alberta AP

  • Defy Sports Performance

    Defy Sports Performance

  • Blue background with white text and a stethoscope graphic. The text reads "QHBC Queen's Healthcare & Business Conference."

    Queen's HBC

  • Black text on a white background reading 'ESTĒE LAUDER' in a modern font.

    Estee Lauder

  • EATINGWELL logo in green text on a white background.

    Eating Well

FAQs

  • Yes, I have found that virtual medium is the most streamlined to delivery and digest this information.

  • Yes, you/your organization will be able to customize the material depending on your unique interests. Usually 4-6 topics will be discussed over the program and can be selected from the beginner course.

  • Absolutely not! The material has a slight bias towards healthcare professionals but has overarching them to everyone. Everyone can learn how to manage their money and finances better.

  • Most definitely! After each week I will provide 3-4 small actionable items to help cement knowledge. You have to put these principles to practice to see change.

Email Me to Schedule