- Services: 1. Tailored Corporate Financial Wellness Programs: C programs for businesses to embed financial wellness into their employee benefits, crafted by a seasoned C-suite professional. 2. Individual Holistic Financial Planning: Customized financial strategies for high earners, combining practical financial management with emotional intelligence. 3. Expert Wealth Management Consulting: Personalized wealth management advice, drawing on over three decades of financial expertise. 4. Emotional Financial Intelligence for Individuals and Teams: Specialized workshops and coaching to understand the psychological aspects of finance. 5. Strategic Business and Financial Consulting: Consulting services leveraging C-suite experience for business growth and financial optimization. 6. Personalized Money Management Coaching: Direct, one-on-one coaching for effective financial planning, budgeting, and investment advice. 7. Employee Financial Wellness Workshops and Seminars: Engaging and informative sessions for employees to enhance their financial understanding and well-being. 8. Authored Financial Resources and Publications: Expertly written books, guides, and articles, encapsulating 30 years of financial wisdom. 9. Financial Podcast Series: Insightful podcast discussions on financial wellness trends, wealth management, and corporate financial health. 10. Blogging and Financial Thought Leadership: Regularly updated blogs providing insights, tips, and trends in the financial world, enhancing our educational outreach. 11. Online Financial Education Courses: Comprehensive and expert-led courses for individuals and corporate teams on various financial topics. 12. Employee Financial Wellness Assessments and Solutions: Customized assessments and solutions to improve the financial health of employees in organizations.
- Phone: 253-279-8796
- Location: 651 Edgewood Dr, Rio Vista, CA 94571
- Website: https://mariejocaesar.com
- Social:
Merging Life and Money LLC stands at the forefront of financial wellness, led by Marie-Josée a seasoned solopreneur with over 30 years of experience in the financial domain, including 23 years of invaluable C-suite experience. I specialize in empowering high-earning professionals and progressive corporations with holistic financial wellness strategies.
My deep-rooted expertise in finance is the cornerstone of the tailored services I offer. I offer a unique blend of emotional intelligence and practical financial skills, ensuring my clients achieve harmony in their financial lives. As a solo practitioner, I bring a personalized and focused approach to every client interaction, from individual wealth management to comprehensive corporate financial wellness programs.
Dedicated to fostering financial empowerment, I extend my services to employee-centric companies, integrating financial wellness into their benefits offering, thereby cultivating a more financially literate and secure workforce. Merging Life and Money LLC is not just about managing wealth; it’s about transforming lives through financial education and empowerment.
Merging Life and Money LLC is your partner in redefining financial success.