Applied Workshop

Awareness Is a Start. Action Is the Change.

A hands-on 90-minute financial wellness workshop that moves your team from knowing to doing, with guided exercises, a 14-day action challenge, and the tools to make new money habits actually stick.

THE COST

Knowing Better Does Not Always Mean Doing Better

Your team may already understand the basics of money. Budget. Save. Manage debt. But awareness alone does not change behaviour. Without structure and follow-through, good intentions fade within a week, and the money stress comes right back.

That stress does not stay at home. It shows up at work as distraction, absenteeism, and low morale. And when a workshop ends with a nod and no next step, nothing really changes for your people or your organisation.

This workshop is built to close that gap. It does not just teach your team what to do. It walks them through doing it, in the room, and gives them a structured way to keep going after the session ends.

Training is not an expense. It is a strategic investment in your people and your performance.

THE TRANSFORMATION

What 90 Minutes of Guided Action Gives Your Team

Your employees do not just listen. They work. They leave having already started, with:

Real practice, not just theory.

Your team applies budgeting, savings, or debt strategies through guided exercises during the session, so they leave having actually done it, not just heard about it.

Woman reviewing her financial picture
Personalised money profile review

A personal gap plan.

Each person identifies their own financial gaps and builds a practical plan to correct them, tailored to their real situation.

A 14-day action challenge.

A structured two-week challenge that turns a single session into a real habit, with the momentum to keep going.

30-day action plan layout
Aligning goals and money

Stronger accountability.

Your team builds the follow-through and discipline that connects daily money habits to long-term personal and professional stability.

This is not a dry lecture about money. This is a practical, engaging session built around your team's real lives, real pay cheques, and real pressures, delivered in a way they will actually enjoy.

A Trusted Facilitator, Rooted in Caribbean Workplace Reality

Marcia Armstrong does not deliver a North American training script. She delivers practical financial education built for Barbadian and Caribbean life: real incomes, real cost-of-living pressures, and the money realities your team actually faces.

Her style is warm, clear, and judgement-free. She gets people participating, not just watching, and gives them tools they can use the same day.

That is why employees stay engaged and why organisations trust her to represent their care for their people.

  • 15+ years in finance and financial literacy education
  • Experience across individual, corporate, and national programmes
  • Internationally trained in financial literacy and behavioural finance
  • Trusted by institutions including the Central Bank of Barbados
  • Thousands served through workshops, coaching, and national initiatives
Team-oriented professional photo of Black colleagues collaborating in an office setting, professional attire

How to Bring This Workshop to Your Team

01

Request a Quote

Tell us a little about your organisation and your team. We will get back to you to talk through the fit and confirm the details.

02

We Shape the Session

We agree a date, format, and delivery style that suits your team, whether that is virtual or in person. Everything is arranged personally, with care.

03

Leave With a Plan

Marcia delivers the 90-minute session, live and hands-on, then your team runs the 14-day challenge with the templates and trackers.

WHAT'S INCLUDED

Everything Included in the Applied Workshop

90-Minute Hands-On Session

A 90-minute live, hands-on session, delivered virtually or in person

Guided In-Session Exercises

Guided in-session exercises so your team applies what they learn in real time

14-Day Employee Action Challenge

A structured 14-Day Employee Action Challenge to build lasting habits

Implementation Templates & Trackers

Implementation templates and trackers for every participant

Delivery For Up To 75 Participants

Delivery for up to 75 participants

Manager & HR Insights Brief

A Manager and HR Insights Brief to help you weave financial wellness into your workplace culture

Judgement-Free, Engaging Experience

A judgement-free, engaging experience your people will actually enjoy

Team collaboration photo of Black professionals in a meeting

100% Judgement-Free Space

Is This Right For Your Team?

This Workshop Is For Your Organisation If...

  • Your team already has some financial awareness and is ready to act on it
  • You want measurable engagement and real behaviour change, not just a one-off talk
  • You want your people to leave with tools they will actually use
  • You want HR to have insight into how to support financial wellbeing across the team
  • You care about follow-through, not just attendance

This May Not Be the Right Fit If...

  • You are introducing financial wellness for the very first time (the Awareness Workshop is the better starting point)

  • You want a sustained, measured programme embedded across the year (the Strategic Series is built for that)

  • You are looking for regulated financial advice or bookkeeping (this workshop is group financial education, not financial advice or accounting services). If individual support is what someone needs, one to one coaching is available separately through A Purpose Life.

CUSTOMER STORIES

What Organisations Are Saying

Thank you for reminding me that I must always be financially aware and and that every decision we make must be flexible enough to build budgeting barriers between my wants and needs.

Shadonna Ried
National United Society of the  Blind Barbados

Ms. Armstrong’s presentation was excellent, easy to follow and extremely practical.  She is a great asset to Barbados. Even though she was fully aware that she was presenting to persons with disabilities, unlike other persons, she treated us like equals and did not judge or discriminate in any way. I hope that we can form a relationship with her and she can return soon.

Mary
Workshop Attendee

The financial wellness session facilitated by Marcia for our team members in Operations and Administration was both timely and impactful. It created a safe, practical space for employees to engage in meaningful conversations about money and personal financial decision-making—topics that are often overlooked. I observed increased awareness and openness around financial wellbeing, with employees better equipped to think more holistically about how financial stress that can actually affect focus, performance, and overall wellbeing. Marcia’s approach was down to earth, practical, relatable, and engaging, which contributed significantly to the strong connection with partcipants. I would encourage organisations to view financial wellness training not as a "nice to have," but as an investment in their people!

Walwyn Williams
Dep. C.E.O. - Operations & Administration | First Citizens Bank

Upon hearing that we were having a session on finance I thought that I would not be interested. However I was pleasantly surprised that Ms. Armstrong was able to capture my attention with her knowledge about managing finances and the presentation was very interesting. I have even started to implement some of her suggestions.

Cherise
Workshop Attendee

The presentation on financial planning was informative and provided a lot of food for thought. She gave a lot of ideas and solutions on how to improve the management of funds as it relates to personal and organisational finances.  She was real and to the point and she provided real life examples.

Rudyard
Workshop Attendee

Our team at Western Wholesale Inc and Atlantic Marketing Co Ltd had the pleasure of participating in a financial wellness training session facilitated by Marcia. The session was insightful, engaging, and provided practical strategies that our employees could immediately apply to their personal finances. Marcia’s approach made complex financial concepts easy to understand, and our team walked away feeling more confident about budgeting, saving, and planning for the future. We highly recommend her sessions to any organization looking to empower their employees with financial knowledge and tools.

Kobie Broomes
Group Chief Operating Officer | Western Wholesale and Atlantic Marketing

During my tenure as Human Resources Manager at a legal firm, I engaged Ms. Marcia Armstrong of A Purpose Life in 2025 to facilitate a financial wellness seminar for our employees. Marcia is a dynamic and highly engaging professional whose passion for empowering individuals through financial education is immediately evident. Her presentation was impactful, practical, and thought-provoking, delivering financial concepts in a way that was both accessible and relevant to employees at all levels of the organisation. The session generated meaningful discussion and prompted employees to reflect on their financial habits, goals, and long-term wellbeing. The training clearly demonstrated the importance and value of financial wellness programmes for both employees and management. Financial stress is a significant factor affecting performance, focus, and overall wellbeing, and Marcia’s session highlighted how proactive financial education can positively influence productivity, morale, and decision-making in the workplace. Programmes such as this play a critical role in supporting staff wellbeing, strengthening engagement, and reinforcing a positive organisational culture. By investing in financial wellness, organisations signal genuine care for their people beyond the workplace, which in turn builds trust, loyalty, and resilience across teams. I would strongly encourage other organisations to consider offering similar financial wellness training to their employees. Marcia Armstrong brings not only deep financial knowledge, but also authenticity, clarity, and purpose to her work—making her an excellent partner for any organisation committed to holistic employee wellbeing.

Tracy Forde-Catlyn
Human Resources Professional

Through my many conversations with staff one recurring theme is always money, with many not understanding how to budget, prioritize and manage what money they have. Inviting your company to conduct financial awareness sessions opened the awareness for many staff. It demonstrated simple things they can take responsibility for and do on their own. It told them, I am in control of my money and I choose how to use it. The importance of financial wellness and literacy cannot be underscored. With a majority employee base of young persons (under age35) I felt it was important to enhance their awareness about how they can begin to build wealth, irrespective of where they are at the moment. The financial workshops conducted by you, opened this portal. it provided awareness, shared knowledge and more importantly for those who were ready it provided a launch pad. It was equally beneficial to the older members of staff who are looking ahead and are not always sure how to prepare for retirement. Demystifying finance and making it relatable is part of the role of wellness as I see it. Employees who feel looked after, look after your business. Wellness is a holistic approach, and as the manager for Employee Relations & Wellness, I believe providing employees with the knowledge on how to improve or design a life based on understanding is key. Your workshops did not only provide talk, tools were shared so that persons could use and apply long after the sessions.

Karen Williams-Thompson
Human Resources Professional | AOne Supermarket

CLARITY BEFORE YOU COMMIT

Questions You Might Be Asking

It is completely normal to have questions before making an investment in your financial future. We are here to provide the clarity you need to move forward with confidence.

How much does the workshop cost?

The Applied Workshop starts at $2,000 BBD for up to 75 participants. Request a quote and we will confirm pricing based on your team size and delivery preference.

Can it be delivered virtually?

Yes. The session runs equally well virtually or in person, whichever suits your team best.

How long does it take?

The workshop is 90 minutes, including live Q&A. It is designed to fit inside a lunch-and-learn or a team session without disrupting your day.

Do we need to prepare anything?

Every participant leaves with implementation templates and trackers, plus the 14 Day Employee Action Challenge to keep the momentum going.

Is the content suitable for all income levels?

Yes. The tools are practical and universal. Whether someone is just starting out or already earning well, the session meets them where they are.

What if we want something deeper later?

Many organisations run the Applied Workshop and then grow into the Strategic Series, a sustained programme embedded across the year with measurable results. And if your team is completely new to financial wellness, the Awareness Workshop is the lighter first step. Wherever you are, there is a clear next stage.

Your Investment

Starting at $2,000 BBD

One 90-minute live, hands-on financial wellness workshop for up to 75 participants, including guided exercises, a 14-Day Employee Action Challenge, implementation templates and trackers, and a Manager and HR Insights Brief.

A practical investment in a team that does not just know better, but does better.

What Happens Next

You request a quote. Tell us about your organisation and your team.

We talk it through. We confirm the fit, the format, and the details together.

We agree a date. Everything is arranged personally, with care.

Marcia delivers the session. Live, hands-on, and built for your people.

Your team runs the challenge. Real tools, real habits, real momentum over the next two weeks.

Starting at $2,000 BBD

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