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Financial Wellness Services

At Grayson Consulting Group, we provide 1:1 and group education that blends financial education with data analysis, strategic planning, and behavior awareness that help individuals manage money more effectively as they explore the beliefs and habits that influence financial behaviors.

The result is a more informed, sustainable, and lasting relationship with money designed to strengthen personal decision-making that promote healthy long-term financial confidence at every stage of life. 

This work is done in a patient, nonjudgmental, and guilt-free environment centered on your needs. Specifically, we’re here to help you move confidently through your decisions. Our sessions are in-person.

Personal Financial Coaching

  • •        Earning through chores or teen jobs

    •        Building Healthy Money Habits and Behaviors Early

    •        Understanding Wants vs Needs

    •        Recognizing and Managing Excess

    •        Understanding Basic Financial Components

    •        Age-Appropriate Money Basics

    •        Building a Budget

    •        Understanding Credit

    •        Banking

    •        Demystifying the Financial Influence of Social Media

    •        Contracts and Negotiations

    •        Intellectual Property (Copyrights/Trademarks/Patents)

    •        Scholarship Awareness and Understanding

    •        Student-Athlete Opportunity

    •        Military Benefits (if applicable)

    •        Dual Credit (College (AP) Credits)

    •        Budget Needs (Jr/Sr Year)

    ·         Student-Parent Communication (Jr/Sr Year)

    ·         Fraud and Scam TrainingDescription text goes here

  • •        Banking and Investments

    •        Budgeting on Campus Life or with Limited Income

    •        Managing Student Loans and Financial Aid

    •        Student Loan Repayment Strategy

    •        Building Credit Safely, Smartly, and Strategically

    •        Introduction to Financial Independence

    •        Understanding Large Purchases and Family Planning

    •        Understanding Investment Strategies

    •        Understanding Homebuying Preparation

    •        Professional Development

    •        Understanding Compensation Packages

    •        Entrepreneurship or Self-Employment

    •        Contracts and Negotiations

    •        Intellectual Property (Copyrights/Trademarks/Patents)

    •        Managing Income, Expenses, and Defining Lifestyle Choices

    •        Understanding the need for Financial Boundaries  

    •        Demystifying the Financial Influence of Social Media

    •        Young Adult-Parent Communication

    •        Fraud and Scam TrainingDescription text goes here

  • ·         Transitioning into Financial Independence

    ·         Managing Income, Expenses, and Defining Lifestyle Choices

    ·         Saving for Goals (Travel, Home, Business).

    ·         Strengthening Financial Boundaries   

    ·         Banking and Investments

    ·         Budgeting

    ·         Repaying Student Loans and Financial Aid

    ·         Managing Credit Safely, Smartly, and Strategically

    ·         Pursuing Large Purchases and Family Planning

    ·         Understanding Investment Strategies

    ·         Homebuying Preparation

    ·         Professional Development

    ·         Compensation Packages

    ·         Entrepreneurship or Self-Employment

    ·         Contracts and Negotiations

    ·         Intellectual Property (Copyrights/Trademarks/Patents)

    ·         Demystifying the Financial Influence of Social Media

    ·         Young Adult-Parent Communication

    ·         Preparing for Children’s Education or Caregiving Roles

    ·         Life Insurance (All of them)

    ·         Health Insurance (All of them)

    ·         Veterans Benefits

    ·         Car Insurance

    ·         Homeowner/Renters Insurance

    ·         Final Expense and Wishes Discussion w/Parents (Yours and Theirs)

    ·         Will/Trust Completion

    ·         Financial Wellness Discussion w/Family

    ·         Fraud and Scam TrainingItem description

  • ·         Protect Financial Independence

    ·         Managing Income, Expenses, and Defining Lifestyle Choices

    ·         Saving for Goals (Travel, Home, Business).

    ·         Strengthening Financial Boundaries  

    ·         Budgeting

    ·         Manage Student Loans and Financial Aid

    ·         Managing Credit Safely, Smartly, and Strategically

    ·         Large Purchases and Family Planning Review

    ·         Investment Review

    ·         Homeownership Review, if appropriate

    ·         Professional Development Review

    ·         Compensation Packages Review

    ·         Entrepreneurship or Self-Employment

    ·         Contracts and Negotiations

    ·         Intellectual Property (Copyrights/Trademarks/Patents)

    ·         Young Adult-Parent Communication

    ·         Life Insurance Review (All of them)

    ·         Health Insurance Review (All of them)

    ·         Veterans Benefits

    ·         Car Insurance

    ·         Homeowner/Renters Insurance

    ·         Final Expense and Wishes Discussion w/Parents (Yours and Theirs)

    ·         Will/Trust Completion

    ·         Financial Wellness Discussion w/Family

    ·         Long-Term Financial Planning and Security

    ·         Debt Management and Credit Health

    ·         Retirement and Insurance Review

    ·         Preparing for Children’s Education or Caregiving Plan Developed

    ·         Healthcare Review of Parent’s Benefits

    ·         Fraud and Scam TrainingDescription text goes here

  • ·         Home Consolidation Plan, If Necessary

    ·         Simplifying Finances

    ·         Healthcare Review

    ·         Budget on a Fixed Income

    ·         Family Conversation about Incomes and Need for Assistance

    ·         Young Adult-Parent Communication

    ·         Life Insurance Review (All of them)

    ·         Health Insurance Review (All of them)

    ·         Veterans Benefits

    ·         OPM Retirement

    ·         Other Retirements

    ·         SS Administration

    ·         Final Expense Review

    ·         Car Insurance Review

    ·         Homeowner/Renters Insurance Review

    ·         Final Expense and Wishes Discussion w/Parents (Yours and Theirs)

    ·         Will/Trust Completion Review

    ·         Financial Wellness Discussion w/Family

    ·         Long-Term Care Planning and Security Review

    ·         Debt Management and Credit Health Review

    ·         Retirement and Insurance Review

    ·         Caregiving Plan Review

    ·         Fraud and Scam TrainingItem description

Business Analysis

We support small businesses and corporations by strengthening their financial foundations, helping them navigate change, and building sustainable futures. Our approach blends strategic coaching with financial insight, empowering individuals, and organizations to make informed, and confident money decisions.

    • Start-up consultation (cost analysis, location assessments, brand awareness, marketing strategy, drafting/review of governance documents, etc.)

    • Developing business plans

    • Financial impact reviews (review of contracts/operation agreements)

    • Development of budget and management of spend plan

    • Reviewing and interpretation of financial statements

    • Implementing financial plans and developing forecasts for program expansion

    • Supporting change management to increase adaptability and team alignment

    • Facilitating cross-functional workshops to improve financial readiness and internal communication

    • Connecting small businesses with clients, valuable tools, networks, and partnerships

    • Financial executive and leadership reviews, workshops, and coaching

    • Reviewing data and interpretation of financial statements

    • Reviewing contracts and business documents for alignment with financial goals

    • Implementing financial plans and developing forecasts for program expansion

    • Advising department managers on resource allocation, risk mitigation, and compliance with financial protocols or internal controls

    • Supporting change management to increase adaptability and team alignment

    • Facilitating cross-functional workshops to improve financial readiness and internal communication

    • Interpreting contract requirements, budget requirements, and vendor agreements to ensure alignment with corporate policy

    • Organizational transformation initiatives

    • Partnering with HR/leadership teams to design employee financial wellness programs that improve retention, reduce stress, and improve performance

    • Item description

  • One-on-One Financial Coaching

    • Personalized, judgment-free sessions that help employees tackle debt, plan budgets, or prepare for major life events

    • Give employees tools to solve real problems privately

    • Increase retention by making people feel seen and supported

    Interactive Workshops

    • Train on topics like “Money & Mental Health,” “Navigating Debt,” or “Understanding Your Benefits”

    • Help employees connect the dots between their day-to-day work and long-term financial stability

    Employer Savings Program

    • Payroll-linked health savings programs or employer-matched fund contributions

    • Reduces the financial pressure that leads to absenteeism, burnout, or distraction

    Financial Literacy for All Levels

    • Beginner to advanced topics from “how credit works” to “managing finances in leadership roles”

    • Empowers both levels of employees and executives with tailored content and respect for a need for continued knowledge

    Inclusive Tools & Resources

    • Accessible language, multi-language options, and culturally informed delivery

    • Ensure people from all backgrounds can benefit, improving equity and workplace confidence

    Behavioral Wellness Integration

    • Addresses the emotional side of money, shame, avoidance, and pressure

    • Makes the program feel personal and transformative, as well as educational

    • Financial executive and leadership workshops and coaching

Workshops

Looking for an expert to speak to your group about financial wellness? Grayson Consulting Group’s CEO and founder Wonda Grayson presents creative, compelling workshops that educate and inspire large and small groups. She regular speaks to groups about the topics listed . She can also customize presentations to address other financial topics. Please contact us to discuss your group’s specific needs.

    • For Teenagers

    • For Couples

    • For Newlyweds

    • For Senior Citizens

    • Transitioning between stations

    • Transitioning between countries

    • Managing military benefits

    • Spousal benefits

    • 7 Strategies For Coping With Emotional Spending

    • How To Set Healthy Financial Boundaries

    • Social Media & Spending: What You Need To Know

    • Demystifying Credit: What You Need To Know

    • 13 Strategies For Getting Out Of Debt

    • Business Debt Secrets

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!

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Disclaimer

The Grayson Consulting Group provides financial wellness education for informational and empowerment purposes only. We are committed to creating safe, judgment-free spaces where individuals can explore financial knowledge and build confidence in their own money journeys.

 We do not offer licensed financial, tax, investment, or legal advice. Our program is educational, and the goal is to support and build your financial confidence through reflection and learning by sharing knowledge of financial principles, concepts and considerations.

We do not provide specific financial outcomes or guarantees. Any tools, discussions, or resources shared through our programs are meant to support your ability for independent decision-making. Participants are encouraged to seek guidance from certified professionals (such as a financial advisor, tax preparer, or attorney) for personalized advice.