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Real financial wellness, delivered by real experts. No shortcuts. No generic advice. Vault by Financial Footwork helps San Jose and Silicon Valley organizations improve financial confidence, engagement, and behavior through expert-led education. From dynamic financial speakers to a comprehensive digital financial wellness hub and fully customized programs, our work is built to create measurable impact for both employees and employers. This is financial education designed to be used, not ignored.
Employee financial stress shows up in productivity, engagement, and retention. Most financial wellness programs acknowledge the problem but fail to change behavior.
Vault by Financial Footwork is built differently. We deliver expert-led financial education through live workshops, on-demand digital tools, and customized programming designed to meet employees where they are. No product sales. No recycled content. Just practical financial education employees can actually use.
Our approach helps organizations support their workforce with clarity, consistency, and measurable impact.
Program Benefits for San Jose & Silicon Valley Employers:
Reduce employee financial stress
and absenteeism
Increase productivity and engagement
Improve retention and loyalty
Strengthen your reputation as an employer of choice in your region
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.
KEYNOTESVault’s proprietary digital dashboard delivers real-time financial wellness tools, empowering users to track, learn, and grow their money skills anytime, anywhere.
DIGITAL DASHBOARDVault’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 & SEMINARSOur 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
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
An always-on financial wellness hub that supports employees beyond live sessions. Vault gives employees on-demand access to expert-led financial education, guided tools, and practical resources designed to build confidence and reinforce learning over time.
Built for organizations looking for:
Ongoing financial wellness support without adding HR workload
A centralized, on-demand resource employees can access anytime
Guided digital tools, including responsible AI-powered support, to reinforce learning
Secure, private employee experiences with only aggregated insights shared with employers
For organizations looking to take a more comprehensive approach, Vault offers customized financial wellness programs designed to align with your workforce, benefits strategy, and organizational goals. These programs combine live education, digital resources, and ongoing support to drive sustained engagement and meaningful financial behavior change.
Best for organizations that want:
A strategic financial wellness partner, not a one-time solution
Programs aligned with workforce and benefits offerings
Measurable engagement and long-term employee impact
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.
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.
Real financial education delivered by experienced professionals, not scripted presenters
Flexible solutions that integrate into existing benefits and learning initiatives
A practical, behavior-focused approach designed to support employees at every stage
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.
Vault partners with organizations across a range of industries throughout San Jose and Silicon Valley, adapting financial education to the realities of each workforce. We understand the unique financial pressures of the Bay Area, including cost of living, equity compensation, and complex benefits structures.
Vault by Financial Footwork isn’t a giant agency—we’re a dedicated team that truly understands the needs of San Jose organizations. Whether you run a tech company, a manufacturing plant, or a creative studio, we help your people gain the financial skills and support they need to succeed.
We specialize in everything from live financial education and digital learning to custom program design and ongoing support. No generic solutions—just real, personalized financial wellness that helps your team thrive. And because we know San Jose, we understand the unique challenges and opportunities businesses face in Silicon Valley.
If you want financial wellness that actually makes a difference, you don’t need to look any further—Vault by Financial Footwork has you covered.
Vault combines live workshops, keynote sessions, digital financial tools, and personalized support. Employers in San Jose and Silicon Valley trust us because the education is practical, actionable, and delivered by experienced financial educators instead of generic content providers.
Yes. We deliver live on site across San Jose and the greater Silicon Valley region, and we support hybrid and fully virtual sessions for distributed or shift-based teams.
We customize programs around regional realities like cost of living, housing, tech-driven workforces, mixed W2/1099 income, and industry-specific stressors. Sessions are tailored for tech, healthcare, education, manufacturing, finance, and more.
HR teams receive aggregated dashboards showing engagement, completion trends, topic interest, and stress indicators. Individual financial information is never shared and always remains private.
Pricing is based on headcount, locations, and the services you select. Share your goals and timing, and we will recommend a plan, outline rollout, and deliver a proposal for your San Jose or Silicon Valley organization.
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.