Scalable Employee Financial Wellness Programs & Finance Speaker Services for Dallas Employers

We help Dallas employers reduce financial stress, improve benefits understanding, and support large, diverse workforces at scale.

Built to Support Financial Wellness Across Dallas and the DFW Metroplex

Vault by Financial Footwork delivers employee financial wellness programs designed for Dallas employers and organizations across the DFW Metroplex.

Our comprehensive approach combines expert-led financial education, experienced finance speakers, and a robust digital financial hub to help employees navigate complex financial decisions, better understand their benefits, and reduce money-related distractions at work.

Built for one of the nation’s fastest growing and most diverse workforces, Vault supports organizations at scale with practical education and tools employees actually use. Trusted by corporations, professional sports organizations, and universities nationwide.

A Smarter Financial Wellness Approach for Dallas Employers

Why Choose Vault by Financial Footwork
for Your Boise Business?

In the competitive and fast-growing Dallas-Fort Worth Metroplex, financial stress directly impacts productivity, engagement, and retention across large and diverse workforces. For employers, this often shows up as distracted employees, inconsistent benefits utilization, and reduced focus at work.

Vault by Financial Footwork helps Dallas organizations address these challenges at scale. Our programs deliver practical, hands-on financial education that reduces money-related distractions, improves benefits understanding, and supports a more focused, productive workforce.

Program Benefits for Metroplex Employers:

Reduce employee financial stress and absenteeism across a large, diverse workforce

Improve productivity and engagement by addressing financial distractions that impact day-to-day performance

Support retention and loyalty with ongoing financial education and tools employees actually use

Strengthen your employer brand across Dallas and the DFW Metroplex by investing in meaningful financial wellness support

Explore our proven financial wellness solutions

Inspiring Financial Confidence & Success Across Industries

Inspiring Financial Confidence & Success Across Industries

15+

YEARS OF EXPERIENCE In Financial Wellness Education

TOP 50

FINANCIAL SPEAKER
Letsengage.com, 2022 & 2023

650+

Financial Wellness Sessions Delivered Nationwide

Financial Education Boosts Retention

Insight: Large corporations and retail providers experienced a 20% increase in employee savings rates following the implementation of financial education programs. This improvement highlights the positive impact of financial literacy initiatives in encouraging smarter money management and long-term financial stability among employees.

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SIGNATURE KEYNOTE TOPICS

PERSONAL FINANCE

The Credit Blueprint 
Understanding Personal Credit for Financial Success

Financial Self-Defense
Shielding Your Finances from Deceptive Schemes

Mastering Your Money
The Three E’s Controlling Your Money

RELATIONSHIPS & REAL LIFE

Love and Money
Navigating Financial Conversations with Your Partner

Playbook for Success
How Football Shaped My Financial Life

Overcoming the Odds
From $60,000 in Student Loan Debt to My First Contract with the NFL

MINDSET & MODERN MONEY

Money in the Digital Age
The Impact of Social Media on Your Wallet

Money & Stress Management
The Key to a Financially Fit Life

The Power of Inquiries
Asking the Right Questions for Financial Success

Financial Wellness Solutions for dallas & the metroplex

Keynote
Speaking

As a top 50 Financial Speaker in the United States, from large-scale corporate audiences to pro sports teams, Vault can offer engaging keynotes for your organization.

KEYNOTES

Vault:  Digital Financial Hub

Vault’s proprietary digital dashboard delivers real-time financial wellness tools, empowering users to track, learn, and grow their money skills anytime, anywhere.

DIGITAL DASHBOARD

Workshops
& Seminars

Vault’s financial wellness workshops and seminars are interactive and hands-on, giving teams practical money skills through expert guidance, real-life examples, and group discussions.

WORKSHOPS & SEMINARS

Vault
Consulting Services

Our custom financial wellness consulting services deliver tailored strategies to meet your organization’s needs, combining expert analysis, actionable plans, and ongoing support to improve employee financial health and outcomes.

CONSULTING SERVICES

Employee Financial Wellness Services for Boise & the Treasure Valley

Finance Keynotes, Workshops, & Seminars

Engaging, expert-led financial education sessions tailored to your workforce. Ideal for company-wide events, benefits rollouts, leadership initiatives, and ongoing employee development.

Ideal for organizations that value:

A credible financial wellness speaker for company-wide or leadership events

Engaging financial education that drives participation, not passive listening

Flexible delivery options that fit existing meetings, benefits rollouts, or learning initiatives

book a financial speaker

Vault Digital Financial Wellness Hub

Vault provides your employees with 24/7 access to a secure, AI-powered, digital platform packed with over 3,000 pieces of financial content. This comprehensive financial wellness hub supports every learning style and financial goal with a variety of tools and services.

Built for organizations looking for:

Personalized financial assessments and learning paths

AI-driven financial coaching for instant answers and guidance

On-demand video lessons, interactive workbooks, and self-paced courses and learning modules

Tools and resources covering budgeting, credit, investing, retirement, and more

Explore the Digital Financial Wellness Hub

Productivity Takes A Hit

Insight: Financial stress has a significant impact on workplace performance, with 25% of employees reporting that it lowers their productivity. Additionally, 33% say it interferes with their ability to concentrate and stay focused on tasks. However, studies show that financial education can help reduce this stress, leading to improved focus, higher productivity, and overall employee well-being.

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Employee Benefit Video Packages Overview

Employee Benefit Video Packages are a powerful way to help your team truly understand and appreciate the full range of benefits your company offers. In today’s fast-paced workplace, clear and engaging communication is key—especially when it comes to employee benefits.  Help your team understand and appreciate their benefits through clear, engaging video content that empowers informed financial decisions.

More About Benefit Videos

Customized Employee Financial Wellness Solutions

Partner with our experts to design and implement a financial wellness program aligned with your business goals and the unique needs of the Metroplex workforce.

Tailored program design and implementation for organizations and teams of all sizes.

Engagement strategies
for Dallas’s
competitive industries.

Actionable metrics to track employee engagement and program utilization.

request a custom proposal

Why Companies Choose Vault for their Dallas Business

Organizations trust Vault by Financial Footwork because we bring experience, consistency, and credibility to financial wellness education. Our team has delivered hundreds of financial education sessions to employees, students, and professional athletes nationwide.

We make financial education simple and practical. Our programs break down complex topics like budgeting, saving, and investing into easy-to-understand steps that anyone can use to improve their financial health.

With over 15 years of experience in financial wellness education, Vault by Financial Footwork delivers every service with integrity, reliability, and a commitment to excellence.

From your first inquiry to program delivery and follow-up, we keep you informed. You’ll always know what to expect and how our financial wellness solutions are making a difference for your team.

Get Started with Vault by Financial Footwork

Industries We Serve in Dallas & North Texas

Vault by Financial Footwork supports organizations across Dallas’s key industries, helping teams build financial confidence and thrive in one of the nation’s fastest-growing economic regions.

Industries we serve wheel Industries we serve text
  • Financial Services, Banking, and Insurance Companies
  • Professional Services and Consulting Firms
  • Healthcare Systems and Medical Services
  • Energy, Utilities, and Power Companies
  • Technology and Enterprise Software Firms
  • Transportation, Logistics, and Distribution Centers
  • Manufacturing and Industrial Operations
  • Construction, Engineering, and Infrastructure Firms
  • Telecommunications and Data Services Providers
  • Retail and Consumer Brands
  • High-Growth and Expanding Companies

We understand the financial realities of Dallas workforces, including corporate compensation structures, workforce mobility, energy-sector income patterns, and the impact of rapid growth on cost of living and benefits planning unique to North Texas.

Proudly Serving The Dallas-Fort Worth Metroplex

Whether you lead a technology startup in Plano, a healthcare provider in Arlington, or a manufacturing firm in Fort Worth, Vault by Financial Footwork helps your team build financial confidence and thrive. Our solutions are designed specifically for Metroplex businesses, offering practical, no-nonsense financial education that makes a measurable difference.

Employees gain access to a fully-integrated digital financial hub, 24/7 resources, and expert-led programs that fit any schedule. From live workshops and lunch & learns to on-demand learning and long-term strategies, Vault provides real-world solutions to help your team succeed.

We emphasize transparency, customization, and measurable outcomes.

SIGNATURE KEYNOTE TOPICS

Money in the Digital Age: The Impact of Social Media on Your Wallet

Money & Stress Management: The Key to a Financially Fit Life

The Credit Blueprint: Understanding Personal Credit for Financial Success

The Power of Inquiries: Asking the Right Questions for Financial Success

Love and Money: Navigating Financial Conversations with Your Partner

Financial Self-Defense: Shielding Your Finances from Deceptive Schemes

From $60,000 in Student Loan Debt to My First Contract with the NFL

Mastering Your Relationship with Money: The Three E’s Controlling Your Money

How Football Shaped My Financial Life

FAQs

What services do you offer in Dallas and the Metroplex?

Vault by Financial Footwork provides finance keynotes, workshops and seminars, ongoing digital financial education through the Vault hub, employee benefit video packages, and fully customized financial wellness programs for employers across the Dallas-Fort Worth Metroplex.

Do you deliver on site in Dallas and support virtual sessions?

Yes. We deliver live, on site sessions across the Metroplex and also support hybrid and fully virtual formats so in office, remote, and shift based teams can all access the same level of financial education.

How are your financial wellness programs tailored to Dallas employers?

Programs are shaped around local realities such as cost of living, commuting, and the mix of industries in Dallas, including technology, healthcare, manufacturing, logistics, and finance. Content is customized so employees see examples that match the work and lifestyles common across the Metroplex.

How can HR measure impact while protecting employee privacy?

HR and leadership teams receive aggregated reporting on engagement, completion rates, topic interest, and stress trends. Individual financial details are not shared, so employees keep full privacy while you still see clear program outcomes.

How do pricing and next steps work for Dallas organizations?

Pricing depends on headcount, locations, and the mix of services you select, such as keynotes, workshops, Vault access, benefit videos, or custom program design. Share your goals and timing and we will recommend a plan for Dallas and the wider Metroplex and provide a clear proposal.

Disclaimer and Waiver – Financial Footwork, Inc., its owners, officers, directors, employees, subsidiaries, service providers, content providers and agents (referred to as "Financial Footwork") are not financial or investment advisers and not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information contained herein is at your own risk. The content is provided 'as is' and without warranties, either expressed or implied. Financial Footwork does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will Financial Footwork be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, advice or other content contained. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, or other content.