Welcome to FundWise
Your coaching program
is confirmed.
Your FundWise Coaching Program is all set.
Thank you for investing in your team's financial wellbeing. Here's what happens next.
Step 1
Book your kickoff session
Pick a date and time — it takes 30 seconds. All slots are in Mountain Time. Tanner will send a Zoom link 24 hours before.
Pick your kickoff time →Your next steps
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1
Watch for a welcome email
A confirmation with your program details is on its way to your inbox right now. Check your spam folder if it doesn't arrive within a few minutes.
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2
Schedule your kickoff session
A FundWise specialist from Midwest Money Mentor will reach out within 1 business day to lock in your first session date and confirm your format (in-person or Zoom).
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3
Prepare to invite your employees
We'll send you a short employee invite template before your first session — share it with your team and you're ready to go. Designed for businesses with 5 to 50 employees — every team member is included in your flat fee.
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4
Get to know the AFC-certified coach behind Fundwise before your kickoff call. Your team is in good hands.
Roll it out to your team
Ready to announce the benefit? Here's everything you need to send in the next 24 hours.
📧 Employee Announcement Email
Hey {first_name}, {company_name} has just added a new benefit for you — and it costs you nothing. We're partnering with FundWise, powered by Midwest Money Mentor, to offer free financial wellness coaching to every employee on our team. Here's what that means for you: You'll join a small group session (via Zoom or in-person) covering topics like budgeting, managing debt, building savings, and making the most of your benefits. Think of it as a friendly, practical class — not a seminar, not a lecture. And if you'd rather dig into your own situation privately, 1-on-1 coaching is available too. Sessions start {first_session_date}. You'll get a calendar invite before then. — Your Team
📋 Breakroom Flyer
Print & pin it
One-page, print-optimized. Tap to open, print, and post.
View & Print Flyer💬 Slack / Teams / Chat Blurb
🏦 Heads up — we just added a free financial coaching benefit through FundWise, powered by Midwest Money Mentor. Group sessions coming soon. Check your email for details.
💡 Your plan: Group sessions will be scheduled after your kickoff call. Share the announcement now so employees know it's coming.
Need help launching? Book a kickoff call →