WealthMore at Work™
Your Employees Deserve More Than
a 401(k) brochure.
WealthMore at Work™ brings financial confidence programming to organizations ready to close the wealth gap from the inside out — through identity-first education, measurable behavior change, and cultural clarity.
what we do
Beyond the Benefits Package
Measure what actually matters
Go beyond financial literacy checkboxes. The Financial Confidence Index™ tracks behavior change — confidence, clarity, and control.
Close the confidence gap at scale
Your employees are carrying invisible financial stress into every meeting, every decision. WealthMore at Work™ changes that.
Build legacy — even if you're the first to try
Real financial wellness isn't a perk — it's a retention strategy, an equity strategy, and a legacy strategy.
Who This Is For
This is for your organization if...
WealthMore at Work™ has served audiences ranging from Fortune 500 ERGs to philanthropic roundtables and workforce development programs.
Your DEI strategy includes financial equity — but lacks a real implementation framework
Your employees are financially stressed, and it's affecting engagement and retention
You want to invest in first-gen and underrepresented talent in a way that goes beyond performative
You're a funder looking to redistribute more than money — you want to redistribute trust
You need a measurement tool that proves ROI on financial wellness investment
organizations we serve
Fortune 500 HR & Total Rewards teams
DEI offices and Employee Resource Groups
Philanthropic foundations and family offices
Financial services firms and credit unions
Universities and workforce development programs
Government agencies and public sector organizations
Healthcare systems and nonprofit employers
proprietary tool
The Financial Confidence Index™
Most financial programs measure knowledge. We measure behavior change. The FCI™ tracks what actually matters — confidence, clarity, and control — giving your organization real, longitudinal proof of impact.
confidence
How employees feel about their financial decisions — not just what they know
clarity
Whether they have a clear path forward for their financial goals
control
Their sense of agency and ownership over their financial future
programs & products
what you'll learn
corporate
WealthMore at Work™
A full financial wellness programming suite for organizations ready to go beyond the 401(k) conversation. Includes workshops, cohort experiences, and licensed curriculum.
measurement
Financial Confidence Index™
A proprietary diagnostic and tracking tool that measures behavior change — not just knowledge. Gives your organization real proof of impact, year over year.
cohort
The WealthMore Collective™
A curriculum-driven cohort experience for your first-gen and underrepresented employees — moving them from financial literacy to financial fluency.
custom
Custom Programming
Tailored workshops, keynotes, and facilitated sessions designed around your organization's specific workforce, culture, and equity goals.
why wealthmore at Work™
This isn't a Checkbox.
It's a culture shift.
"Most financial wellness programs give employees a budgeting app and call it equity. WealthMore at Work™ goes deeper — addressing the identity, shame, and systemic barriers that no spreadsheet can fix."
Identity-First
We address the psychological and cultural roots of financial stress — not just the symptoms.
Measurable Impact
The FCI™ gives you longitudinal data on behavior change. Real proof. Real ROI.
Built for Equity
Designed specifically for first-gen and underrepresented employees — not retrofitted from mainstream content.
let's build together
ready to bring
wealthMore to your organization
Whether you're a corporate partner, funder, or institution — there's a WealthMore at Work™ engagement designed for your goals.
Finance Professor. Nonprofit Founder. Fintech Founder. Building the First-Gen Confidence Economy.
Navigate
the ecosystem
WealthMore at Work™
Financial Confidence Index™
The WealthMore Collective™
Young WallStreet — 501(c)(3)
@2026 ErikaBlair McGrew. All rights reserved.
Reclaim Your Financial Future