Midwest Money Mentor, LLC
Financial wellness for the people who run America
Give your employees a financial wellness benefit they'll actually use
FundWise pairs your team with a credentialed financial counselor for hands-on group coaching and optional 1-on-1 sessions — no products to buy, no commission-driven advice.
The Problem
Financial stress is costing you more than you think
53%
of employees say financial stress is their #1 source of stress — costing employers $1,250–$2,500 per employee per year in lost productivity, absenteeism, and on-the-job distraction.
- Employees distracted by debt, bills, and retirement anxiety
- Turnover driven partly by financial insecurity — replacing an employee costs 50–200% of annual salary
- Most employees have no access to real financial guidance — only sales pitches
The Solution
Hands-on financial education, built for real people
- AFC-certified coach — Accredited Financial Counselor, NCCA-accredited credential, not a salesperson
- Group sessions — cohort-style learning, peer support, practical takeaways
- Optional 1-on-1 coaching — for employees who want personalized guidance
- No products, no commissions — education only, governed by a strict code of ethics
- Flat-fee pricing — no per-employee surprises
What Your Employees Receive
Budgeting Basics
Creating a realistic spending plan that actually works
Managing Debt
Strategies to pay off student loans, credit cards, and medical debt
Building Emergency Savings
Setting up a cushion for life's curveballs
Retirement Foundations
401(k) matching, IRA options, and getting started
Insurance & Risk
Choosing the right coverage without overpaying
Protecting Your Credit
Understanding scores, disputing errors, and building history
What You Receive as an Employer
3:1 ROI — employees who participate show measurable reduction in financial stress
Lower turnover — employees with financial wellness support are more likely to stay
More productive teams — less distraction, fewer money-related emergencies at work
No administrative overhead — we handle scheduling, communication, and delivery
About Your Coach
Tanner Oman
Founder & Lead Financial Coach
Midwest Money Mentor, LLC · South Dakota
Tanner is an AFC (Accredited Financial Counselor) — a NCCA-accredited credential held by fewer than 6,000 professionals nationwide. He's spent years working with SMB employees and owners in the Midwest, helping people move from financial stress to financial confidence. No products. No commissions. Just education that works.
AFC® — Accredited Financial Counselor
Let's talk about your team
Book a free 20-minute discovery call — no pitch, no commitment. We'll figure out together if FundWise is the right fit.
fundwise-0e1u.polsia.app/book
mmoneymentorinfo@gmail.com
FundWise by Midwest Money Mentor, LLC · Est. April 2025 · South Dakota