Alli is the founder and CEO of FinanciALLI Focused, a financial literacy company helping people create a flexible financial plan they can actually stick to.
She has helped hundreds of people pay off debt, build savings, spend on what they value, invest, and feel confident with their finances.
Alli’s work has been featured on Business Insider, Nerdwallet, GoBankingRates, AOL, WSPA 7 News, and more.
She has her MBA in Finance from the University of South Carolina and is based in the Upstate of South Carolina.
This 4 or 6 week financial challenge includes 2-3 live trainings (can be recorded), worksheets, and other resources to help your employees feel confident with their finances. We can cover 3-4 topics within the challenge time frame.
This 30 or 60 minute power session can cover a wide variety of finance topics and will be customized to your team’s needs. This interactive live workshop (can be recorded) includes training plus Q&A.
Looking for a speaker for your next conference or company meeting? Our signature financial wellness keynotes and workshops can be tailored to your organization’s needs. Alli can speak in person or virtually.
60% of full-time U.S. employees are stressed about their finances. Even among employees earning $100,000 or more per year, nearly half (47%) are stressed about their finances.
33% of full-time employees says that money worries have negatively impacted their productivity at work. 56% spend three hours or more per week at work dealing with or thinking about issues related to their personal finances.
Employees across all generations say they would most trust an objective financial mentor not tied to financial products/ company retirement plan. The vast majority of employees want help with their finances.
73% of financially stressed employees say they would be attracted to another employer that cares more about their financial well-being compared.
Everyone needs to take out a loan at some point (mortgage, car, student loans, etc.). We will talk about what makes up your credit score, how to increase it (without paying anyone), how credit cards really work, and more.
In this session we are going to cover the basics like what to do before you budget, how to create a realistic budget, how to choose a debt payoff plan, what to save for, and more.
It’s hard enough to manage money on your own and even harder when you have to do it with someone else. We will cover how to prioritize individual and couple goals, budget meetings, combining finances, and more.
I know investing terms and accounts can be super overwhelming. We will go over the basic investing terms you need to know, as well as what accounts you should open.
If you’d like to have Alli at your next event, check her availability, or share an idea for how you can work together, connect with us using the button below or send an email to firstname.lastname@example.org.