CORPORATE CONSULTING
with Patrice Washington
Financial Wellness Isn’t Working. It’s Time for Financial Wholeness.
Your People Are Showing Up—But Are They Whole?
In today’s workplace, more money doesn’t mean more peace. Employees are overwhelmed. High-performers are burning out. Financial stress is everywhere—yet most financial wellness programs are still focused on outdated tactics that ignore the root of the problem.
The truth?
Your company may be checking the “wellness” box, but if you’re not looking at your employees holistically, you’re already behind.
At the Institute for Redefining Wealth®, we don’t do spreadsheets and savings seminars.
Our faculty offers Financial Wholeness—a human-centered framework that transforms how your people relate to their work, their money, and themselves.
The Old Way vs. The Redefining Wealth Way
Traditional Financial Wellness | Financial Wholeness with Patrice Washington | |
|---|---|---|
Focus | Budgeting, 401(k)s, Debt Tips | Alignment, Purpose, and Peace of Mind |
Format | One-off Workshops | Assessment + Ongoing Support |
Outcomes | Info Overload | Mindset Shifts + Measurable Change |
Engagement | Passive Participation | Active Personal Empowerment |
Impact | Temporary Awareness | Long-Term Retention + Culture Building |
WHO IS THIS FOR?
01
HR Leaders and People Officers
ready to support whole people, not just job titles
02
ERG Leaders and DEI Champions
looking to provide meaningful, identity-affirming programming
03
Organizations
ready to stop talking about wellness and start transforming it
BRANDS WE'VE WORKED WITH
Here’s Why We're Different
In this short video, Patrice shares why financial wholeness—not just wellness—is the missing link in today’s workforce development. Learn how our proprietary Six Pillars of Wealth® and Pillar Progress Assessment help your employees rise holistically—leading to deeper retention, trust, and culture.
“We don’t teach people how to survive their money—we help them rise in alignment with it.”
Meet the Founder
I’m Patrice Washington—financial psychology expert, media personality, and the voice behind The Redefining Wealth Podcast, which has garnered over 20 million downloads from listeners around the world.
For over a decade, I’ve been helping people do more than budget better—I’ve helped them live better. Not through shame or surface-level advice, but through realignment with what matters: peace, purpose, and a vision for wealth that goes far beyond money.
You may have seen me on Dr. Oz, The Steve Harvey Show, Access Hollywood, PBS’s award-winning Opportunity Knocks or in publications like Cosmopolitan, Essence, and Forbes—but the work I value most happens in spaces like this, where organizations are ready to support their people in a deeper, more meaningful way.
I’m not here for quick fixes or one-and-done keynotes.
I’m here for partnership—because true transformation doesn’t come from a single speech. It comes from building something sustainable, together.
Let’s co-create the kind of employee experience that makes people feel seen, supported, and whole. That’s where retention lives. That’s where purpose shows up.
That’s what my faculty and I do best.
💬 Let’s Talk
If your organization is ready to move from wellness checkboxes to real transformation, let’s connect.
I’m currently scheduling a limited number of 15-minute connection calls with HR leaders, ERG chairs, and DEI decision-makers who are serious about retaining talent, restoring employee peace, and redefining what workplace support truly looks like.
Whether you’re building something new or want to elevate what you’ve already started, I’d love to explore if financial wholeness is the missing piece.
