Let’s talk about financial wellbeing

From personal finance basics to investment strategies, I help women navigate their financial journeys with clarity and confidence.

Are you considering investing in your employees’ financial wellbeing by offering workshops or employee assistance programmes focusing on financial health?

Would you like to inspire an audience to take control of their finances, improve their financial literacy, improve employee retention and engagement?

Let’s normalise conversations about money. As an educator at heart, I excel at transforming complex financial concepts into simple, relatable ideas that everyone can grasp. Remember, you don’t need to know everything about money—simplicity can be highly effective when it comes to personal finances.

I’m ready to lead your team on their journey to financial wellbeing.

Book your free consultation to transform your team’s financial wellbeing.

Testimonials

Priscilla Sousa
Priscilla SousaSenior Consultant
We invited Leticia to run a few sessions for our employees here at Hitachi, to discuss various topics around Corporate Wellbeing Finance. The engagement was remarkable. Leticia is very knowledgeable, and delivered the sessions efficiently. We could not be happier to have met her and, most importantly, to learn so many interesting tips to better progress and manage our personal finances.
Sheena Bevitt
Sheena BevittSenior Lecturer HRM at The University of Derby
A huge Thank you to Leticia Fonseca for a fascinating session on Financial Well-being with our final year HR students this morning. We have not only got a taste for what Financial Education might look like within a business but have also all learned some great skills to set our own financial goals and how we can achieve them through behaviour change. I would urge businesses to reach out to Leticia to find out how she can help you provide Financial Education to staff at a time when everyone is feeling ‘the pinch’ and this is having such a significant impact on staff well-being.
Becky Holland
Becky HollandCEO at BH&P
Leticia ran a Master your Finances workshop for my team, as part of an ongoing development programme. The session was highly interactive, containing stimulating and useful questions and content, and managed with utter discretion. The information she shared worked extremely well for people at all levels, but especially for younger team members and those living within a budget, with a focus on setting financial goals that allow you to live your best life. I would recommend Leticia wholeheartedly to any organisation that is invested in supporting employees.

Popular discussion topics

  • Financial Health Check: 6 things you must know about your personal finances
  • 360° audit of your personal finances
  • Investment basics
  • 10 ways to improve your personal finances today
  • Do one thing right now to make life ten times better when you retire

Bitesize endorsements

“Great session – excellent facilitator 🙌”

“Amazing session, by far everyone took something out of the session 🤩”

“Thank you for arranging the session. It was good.”

“Thank you for organising training. It was very helpful and I really enjoyed!”

Feedback from a corporate session

From: [Name Hidden]

To: Leticia Fonseca

Subject: Financial Wellbeing Session


Hi Leticia,

Many thanks once again for today, you were amazing 🙂The session was a wonderful introduction to financial wellbeing.I’ll be in the office next week so I’ll be giving you a feedback based on our discussions.I was impressed by the level of engagement and attendance – I think that was probably the highest of all the sessions we’ve organized so far. Meaning a huge well done to you 🙂

Shared with permission · Client name withheld for privacy

Poll results: Confidence after the session

How confident do you feel about the steps you need to take after today’s session?

Very confident 54% (24)

I believe so 43% (19)

Not confident at all 2% (1)

Live poll · Anonymous · 44 responses

About Leticia

Approachable and charismatic, Leticia helps people overcome their insecurities and feel comfortable talking about money.

A major pillar of Leticia’s success is understanding her audience and talking genuinely at their level.

Her simple, practical approach appeals to financial beginners and experts alike.

Leticia has an excellent track record of leading individual and group sessions as well as running and hosting complete events.

Book your free consultation today.

Contact me