Having a financial foundation is critical to wellbeing. Yet so often we’re afraid to talk about finances. Many of us don’t even know where to start. This exercise will help teammates not feel like they have to “go it alone” when it comes to things like mapping out budgets, understanding retirement options, and exploring options for bigger purchases.

For You

Think of two or three people in your life whom you trust. Reach out to each one separately to see if they’d be interested in setting up a monthly meeting to chat about finances. Make the meeting easy and informal. Be curious about how others are managing their finances and see where it leads you.

For Your Team

Bring in someone from HR to chat with your whole team about benefits. Then encourage teammates to create a peer circle with trusted co-workers to meet on a monthly basis to discuss finances in a safe space. If you let them know you’re doing the same thing, they’re more likely to follow suit!