Most Financial

Wellness Initiatives

Stop at Awareness...

Take Your

Employees

from Education

to Execution

My mission is simple: to uncover hidden financial gaps, reduce money stress, and deliver real financial plans that protect your people and improve workplace focus, morale, and your bottom line.

AS SEEN ON

Meet Chike

As an experienced corporate financial wellness trainer and speaker, licensed Christian Financial Advisor and Planner, and advocate for financial education for teens, my mission is simple: to bridge the gap between knowledge and action.

I help companies reduce employee financial stress, improve retention, and boost productivity by delivering financial wellness workshops that turn financial literacy into actionable, personalized financial strategies, like the Rockefeller Wealth Method to create and build lasting wealth.

I also work with teens to lay the groundwork for a financially secure future, focusing on the principles that will empower them to make wise decisions and avoid common financial pitfalls. That’s what the Teens Guide to Wealth is all about.

Financial knowledge is just the beginning—action is what transforms lives.

This is where I step in.


SIGNATURE FINANCIAL WELLNESS TOPICS

The Rockefeller Roadmap to WEALTH

A proven framework for building your financial house — connecting income, debt, protection, retirement, investments, and legacy planning.

Generational WEALTH Made Simple

How to build, protect, and transfer wealth to the next generation without confusion or costly mistakes.

Beyond Social Media: Real Financial Strategies for Real Life

Why viral financial advice often falls short — and how to build a personalized, strategic plan for your future.

Retire-Proofing Your Financial House

Understand risk management and financial gaps most professionals overlook — and how to fix them before it’s too late.

Types of Events to Book Chike For:

  • Corporate Financial Wellness Workshops

  • Employee Resource Group (ERG) Financial Literacy Sessions

  • Leadership Retreats and Professional Development Days

  • Financial Literacy Conferences and Summits

  • Keynote Speaking for Corporate Events and Annual Meetings

  • HR, Benefits, and Wellness Conferences

  • Faith-Based Financial Empowerment Workshops

  • School and College Financial Literacy Programs

  • Retirement and Pre-Retirement Planning Workshops for Executives and Employees

  • Financial Wellness Breakout Sessions at Leadership Summits

  • Panel Discussions on Generational Wealth and Financial Confidence

  • Virtual Lunch & Learn Financial Strategy Sessions

  • Community-Based Financial Literacy Initiatives

  • Family Financial Planning Workshops

  • Bank, Credit Union, and Nonprofit Financial Education Events

  • Corporate Offsite Retreat Financial Workshops