Most Financial

Wellness Initiatives

Stop at Awareness...

Take Your

Employees

from Education

to Execution

My mission is simple: to uncover hidden financial gaps, reduce money stress, and deliver real financial plans that protect your people and improve workplace focus, morale, and your bottom line.

Book Chike

AS SEEN ON

Meet Chike

As an experienced corporate financial wellness trainer and speaker, licensed Christian Financial Advisor and Planner, and advocate for financial education for teens, my mission is simple: to bridge the gap between knowledge and action.

I help companies reduce employee financial stress, improve retention, and boost productivity by delivering financial wellness programming that turns financial literacy into actionable, personalized financial strategies, like the Rockefeller WEALTH Method™️ to create and build lasting wealth.

I also work with teens to lay the groundwork for a financially secure future, focusing on the principles that will empower them to make wise decisions and avoid common financial pitfalls. That’s what the Teens Guide to WEALTH™️ is all about.

Financial knowledge is just the beginning—action is what transforms lives.

This is where I step in.

5 WAYS TO PARTNER ON FINANCIAL WELLNESS INITIATIVES

Let's discuss your financial wellness initiatives

  • Financial Wellness Program Strategy: Build or enhance your initiative from the ground up.

  • Workforce Financial Wellness Assessment: Survey and audit tools to uncover gaps.

  • Keynotes & Workshops: Engaging education for every career stage.

  • Coaching Cohorts: Small group journeys and financial clarity at key career transitions. using the Rockefeller Method™.

  • 1-on-1 Consultations: Personalized guidance for lasting change.

SIGNATURE FINANCIAL WELLNESS TOPICS

Topics can also be customized to fit the needs of your workforce. The Get Clear With WEALTH team offers tailored financial education experiences for Employee Resource Groups (ERGs) and affinity networks.

Whether focused on Black professionals, Women in Leadership, First-Gen employees, or Emerging Professionals — each session is crafted to reflect the group’s unique financial concerns and cultural context.

The Rockefeller Roadmap to WEALTH

A proven framework for building your financial house — connecting income, debt, protection, retirement, investments, and legacy planning.

Generational WEALTH Made Simple

How to build, protect, and transfer wealth to the next generation without confusion or costly mistakes.

Beyond Social Media: Real Financial Strategies for Real Life

Why viral financial advice often falls short — and how to build a personalized, strategic plan for your future.

Retire-Proofing Your Financial House

Understand risk management and financial gaps most professionals overlook — and how to fix them before it’s too late.

What Others Have Said

Very dynamic speaker. Presentation was right on. The stories he shared were interesting and added a lot of value.

Prudential

"Timely, engaging, and fun" were some of the words from our department. We were able to take more than one nugget away from Chike's presentation.

Black Enterprise

Fabulous speaker; great presentation; his words were thought-provoking and his personality was high-energy, exactly the mix our staff needed.

Georgia PTA

Types of Events to Book Chike For:

Book Chike

  • Corporate Financial Wellness Workshops

  • Employee Resource Group (ERG) Financial Literacy Sessions

  • Leadership Retreats and Professional Development Days

  • Financial Literacy Conferences and Summits

  • Keynote Speaking for Corporate Events and Annual Meetings

  • HR, Benefits, and Wellness Conferences

  • Faith-Based Financial Empowerment Workshops

  • School and College Financial Literacy Programs

  • Retirement and Pre-Retirement Planning Workshops for Executives and Employees

  • Financial Wellness Breakout Sessions at Leadership Summits

  • Panel Discussions on Generational Wealth and Financial Confidence

  • Virtual Lunch & Learn Financial Strategy Sessions

  • Community-Based Financial Literacy Initiatives

  • Family Financial Planning Workshops

  • Bank, Credit Union, and Nonprofit Financial Education Events

  • Corporate Offsite Retreat Financial Workshops