Staff Overview

Financial Personality Assessment

Offer your employees the ability to learn about their unique financial personality and develop an individualized plan.

Workplace Training

Value-added benefits to enhance an employee’s financial health

Storing Treasures provides introductory courses and training to help employees understand the basics of personal finance, including values and goals, debt reduction, savings and investments, and more.

Measurable Results

Ongoing Support

Your employees will receive ongoing financial support and community to help them reach their financial goals.

Financial

Benefits for Employees & Employers

Give your employees a real benefit: a healthy financial life. As an employer, benefits are one of the most substantive ways that you can demonstrate a value-added organization to your employees.

Learn More
Financial

Workplace Training Clients/Programs

Integricom, Pure Fun!, Marbury Creative Group, Nisshinbo, Robert Miller Group: Commerce, Henderson Mill, Marketplace Ministries, ICX Tactical, PSP Digital and Print, Centurion Advisory Group, For My Sisters, Eckardt Electric

Learn More

Benefits

Receive personalized financial recommendations

Receive individualized education based on your unique personality

Employees receive specific recommendations based on their financial personality. The Education Program highlights critical areas such as value systems, net worth, debt and debt reduction, setting up a plan, goal setting and much more.

Complete on your timetable

Complete on your timetable

Employees will have the opportunity to go through a unique financial education platform at their own pace. This can be completed one-on-one, in lunch and learns, small groups, or classroom environments. Bottom line: Employees can complete at any time that is convenient to them.

Ongoing support and education

Ongoing support and education

  • Financial personality engagement about how to work with others to build better financial relationships with your spouse, children, and friends.
  • Online resources focused on financial personality that assist in values, debt reduction, saving and investing, creating a spending plan and goal setting.
  • Connections to financial professionals (Resource Network) to assist in building equity, investing, saving for the future, mortgage lending, and more.
  • Ability to ask specific financial questions of Storing Treasures or the Resource Network.
  • Calendar Program to help manage your financial Plan.
  • Access to events, interviews and an online community.

Big Benefits for Employees

Reduce outside stress and enhance HR department stays

Reduce outside stress and enhance HR department stays

One of the key aspects of the program is to take the pressure off of HR departments regarding questions on financial issues and benefits. A key goal is to relieve workload and stress of financial benefits education.
Focus on the things that matter

Focus on the things that matter

As the leader, you need to focus on the company mission. With Storing Treasures supporting your business, you can invest your time in growing your business with assurance that employees have a reliable source to go to for financial education.

Start Now

Testimonials

Our clients say it best about the STAFF Program

In Relation to Financial Personality:

“The financial personality section described me perfectly and helped me realize that I need to start taking risks! I tend to play it too safe.”

“I am a Cruise Director. It was really good to know that I am not the only one that has control issues when it comes to spending. In fact there are so many that there is a category for us that is all our own! But besides that, by being able to identify who I am, I was able to identify the things I can do to better equip myself in the future with my money.”

“I’m analytical and a Statesman and now I see why I compromise and can get off track.”

“My financial personality is God-given and was excellent at giving me insight on what and what not to do.”

“I’m a Cruise Director- The best was when I learned that after each snowball pay off, I could then have money to spend on whatever I wanted! In the past, I did it the way I thought it should be done even though it went against my personality……that is why I could never get out of debt.”

Most Beneficial Part of the STAFF Course:

“The entire course gave me simple and effective guidelines that I can follow to reach my financial goals.”

“The spending plan session was the best part of the class because it let me know where all my money was going.”

“Storing Treasures helped me to identify the type of spender I am and based off of that information I was able to take the appropriate steps to monitor and adjust my spending habits.”

“Entering my debts and how to go about paying those off…based on my financial personality.”

“The entire program was very educational and I plan to use all of it in setting up my plan.”

“The session in setting up a spending plan was very educational. I have always found sticking to a budget difficult when
unforeseen bills arise. Your program was very good and broke things down in a very understanding way.”

“STAFF has helped me take a hard look at my finances and set up realistic goals.”

Most Beneficial Part of the STAFF Course:

“The entire course gave me simple and effective guidelines that I can follow to reach my financial goals.”

“The spending plan session was the best part of the class because it let me know where all my money was going.”

“Storing Treasures helped me to identify the type of spender I am and based off of that information I was able to take the appropriate steps to monitor and adjust my spending habits.”

“Entering my debts and how to go about paying those off…based on my financial personality.”

“The entire program was very educational and I plan to use all of it in setting up my plan.”

“The session in setting up a spending plan was very educational. I have always found sticking to a budget difficult when
unforeseen bills arise. Your program was very good and broke things down in a very understanding way.”

“STAFF has helped me take a hard look at my finances and set up realistic goals.”

Some comments from seminar participants…

Intercom

“It was super fascinating to see how different personalities work. Than was a unique view that we had not heard before. People are different and do not approach finances the same way.”

Robert Miller Group/Commerce Plaza

“100% of participants rated content and presentation as excellent and that they would absolutely put the principles into practice.”

“The program helped me find out my personality and the steps in becoming debt free. Also, I was grateful for the resources made available to us.”

“Personal examples from the conference were very helpful and enlightening.”

“The empathy expressed without judgment was appreciated!”

“The fact that I actually could see where my money was being spent was helpful. I also learned that my personality was a factor in how I spend my money.”

Centurion Advisory Group

“100% of all participants rated the presentation and content as excellent or good.”

“It was easy to interact with each other and presenters.”

“I enjoyed discussing our personalities and how we can open up communication.”

“Light bulbs went off regarding why my spouse and I spend as we do.”

“Personality piece is unique and very useful.”

“Content was very useful for thinking through how personality affects financial decisions.”

ICX Tactical

“100% of all participants indicated they definitely or probably will use the principles in the day to day handling of their finances.”

“Each session had very good information about what you need to do.”

“The sessions made me think about things that I usually overlook and made me realize how lazy I have gotten in my money.”

“The program helped me learn new techniques to save some money and help pay down my debt.”

“Each session had very good information about what you need to do.”

“Lunch ‘n learn sessions were easy to understand and had simple steps to follow.”

Start Now

Thank you for your interest in our Employer Programs

We look forward to hearing from you. Contact us for more information about our Employer Programs or our supporting services. Simply complete the form below.