Dan Persechini Coaching & Consulting

10/10/2024

It has been proven time and time again that to be effective in this space you need to combine one on one support with education and tools. Is your employer providing the support you need to address your financial stress?

Comprehensive financial wellness programs can help employees stay on track to meet their goals, but also bring to light the issues they may not be thinking about that impact their financial well-being, says Goldman Sachs' Nancy DeRusso.

03/08/2023

Financial mentorship and coaching that supports and empowers employees who may be struggling to manage their personal finances can deeply impact people’s lives. If combined with the right types of training, it will help your teams develop a sense of higher financial security.

A well-executed financial awareness training program offers all the knowledge, tools, and resources employees need to take control of their financial future and ease their stress.

02/16/2023

Is your employer focused on your financial wellness?

Many employees don’t know where to start to reach short- or long-term financial goals – especially when 2/3 of Americans are living paycheck-to-paycheck.

01/27/2023

How are you addressing your employees financial stress? A program that combines education with one on one coaching support that addresses your employees specific needs has proven time and time again to be the most effective approach. Take the first step and have the conversation with a Financial Wellness expert to see what they can do for your organization.

A highly effective financial wellness program can save a large company well into the millions of dollars based on the easiest costs to measure -- wage garnishments, absenteeism and utilization of FSAs and HSAs.

09/25/2022

Are your employers providing you benefits to address your financial wellness?

The greatest impact of financial stress is on employees’ mental and physical health — factors that directly affect the bottom line, says survey.

07/10/2022

Are you looking for a bib to run Falmouth and want to support a great organization this is your chance. I am the Treasurer of this organization that focuses on transitioning the homeless in the Falmouth area to permanent housing arrangements.

12/29/2021

What are your top 10 financial objectives for 2022? Having a coach help you come up with a plan for prioritizing and executing on those objectives is a great way to set you up for success. A good coach will hold you accountable, help you figure out how to eliminate your roadblocks, and will make sure you recognize and celebrate your successes. Create a vision of success in 2022, if you can see it you can achieve it!

Financial stability can have a domino effect in Americans' lives.

07/03/2021

Great article on achieving financial independence, aka financial wellness. What does financial independence mean to you and are you taking the steps needed to realize that goal? A good coach can help you develop a plan and create accountability to keep you on track.

Financial independence is not easy, but it is there for the taking with hard work and careful planning.

06/03/2021

Our Bias's definitely play a roll in our ability to achieve financial wellness. At the bottom of this article it highlights the value that coaching and intervention can bring in helping to identify our bias's. Understanding our blind spots when it comes to your financial health is a key component in creating behaviors that set you up for success. A good coach helps you identify a holistic approach tailored to your specific situation.

Morningstar analyzed a nationally representative sample of Americans, connecting their demonstrated levels of bias with their assets and their overall financial health.

04/13/2021

Do you have a young adult in your life that is struggling? I can help them navigate this difficult time by educating them on how to make smart financial choices and create sustainable behaviors that will set them up for success.

High student debt loads, out-of-reach housing costs and an unstable job market are creating a perfect storm for college grads and young adults trying to build their lives.

02/24/2021

Good article on how to think about when to take social security

Claiming early can be tempting for retirees, who are worried about the solvency of Social Security.