For Organizations & Groups

Consulting services

The webinar series can be adapted for organizations, HR teams, community groups, and employee programs. Here's how that works.

Why organizations engage us

Financial wellbeing programs have grown significantly as an area of organizational focus. Many of them emphasize budgeting tools, savings targets, and debt management. These are valuable.

What's less common is a program that helps people develop the thinking capacity behind financial decisions — not telling them what to decide, but helping them understand how they decide.

That's the gap this consulting offer addresses. It's complementary to financial planning resources, not a replacement for them.

Small group of professionals in a consulting session around a round table in a bright modern meeting room
What We Offer

Consulting formats

Group Webinar Series

The full six-session series delivered to a defined group. Can be run internally for an organization's employees or as a standalone cohort. Sessions are 90 minutes, held over six weeks or condensed into a shorter intensive format.

  • Six 90-minute live sessions
  • Facilitated case study discussions
  • Session notes distributed afterward
  • Q&A access between sessions

Organizational Workshop

A single half-day or full-day session adapted for a specific organizational context. The case studies are adjusted to reflect the financial decisions relevant to participants' industry, income levels, and life stage distribution.

  • Custom case study selection
  • Half-day or full-day format
  • Can be delivered on-site in Bydgoszcz or remotely
  • Post-session summary document

Facilitator Training

For organizations that want to embed this kind of facilitated discussion into their own programs, we offer training for internal facilitators. This covers the methodology, the case study framework, and the facilitation principles.

  • Methodology documentation provided
  • Two days of facilitator training
  • Access to case study library
  • Follow-up support session
How It Works

The consulting process

01

Initial conversation

We start with a conversation about your organization's context, the participant group, and what you're hoping the program contributes to. No commitment required at this stage.

02

Format selection

Based on the conversation, we identify which format fits best — full series, single workshop, or facilitator training. We discuss timing, group size, and delivery mode.

03

Case study customization

Where appropriate, we adapt or select case studies that reflect the specific financial decisions relevant to your participant group. This ensures the material lands with relevance.

04

Delivery

Sessions are facilitated live. We handle the full facilitation process. Your role is simply to ensure participants are present and the space — physical or virtual — is set up correctly.

05

Follow-up

After the program concludes, we provide a summary of key discussion themes and any follow-up questions that emerged. We're available for a debrief conversation.

Interested in bringing this to your organization?

Contact us to start a conversation about what format fits your context.

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