wealth is about wellbeing®

A science-based approach to enhancing the overall health of an organizational ecosystem through the creation, application, and maintenance of meaningful and effective organizational systems that prioritize comprehensive employee wellbeing.
When a company takes the time necessary to understand the individual needs and desires of its employees the collective whole of the organization becomes a more adaptable, resilient, focused, and effective operational entity — a truly healthy ecosystem.
meaningful outcomes. lasting results.
Bring on and retain the right talent to drive business outcomes and reduce turnover costs.
Build sustainable structures, systems, and processes that allow employees to focus on what they do best.
Drive business outcomes by connecting the goals of the organization and the individuals that comprise it in a thoughtful and meaningful way.
Bolster a flourishing culture in which employees feel supported and satisfied.
We focus on your business strategy and metrics, your people (leadership, employees, and clients), your processes, systems, and employee-offered programs. We take a holistic view of your organization while focusing on employee wellbeing as a key driver of organizational success.
We assess 13 key organizational attributes from the subjective experience of your leaders and employees: employee loyalty, leadership, team dynamics, compensation + benefits, culture, customer care, safety, talent optimization, growth + development, decision making, change management, motivation, and systems/tools/processes.
We use the data and information collected to tell a story. We summarize our findings in a report and review these with your leaders. From these findings, we prepare recommendations for a path forward that aligns with the priorities of your organization.
retaining talent matters.
Our Services
Using what we learn from our in-depth organizational assessment, the following services can be applied to more specific projects, focused on our findings and your highest priorities.
Our team is versatile and dynamic and can lend impactful support no matter what area of your organization we’re focusing on – from risk management, customer experience, employee experience, reducing costs, or growing and scaling.
Employee experience + satisfaction
Insight into key drivers of employee retention, talent optimization, and employee satisfaction: including data, sentiments, benchmarking, and specific recommendations for improving the overall employee experience through supportive management systems and goal setting.
Change management + transformation
Creation of change management plans for upcoming changes in your organization – from new business models, new leadership, evolving job roles, to new processes and systems. This can include communications, training, and other engagement activities.
Process mapping +
visualization
Creation of a visual map of a current business process of focus to include key metrics, identification of pain points, bottlenecks and quality issues: including process improvements to eliminate, automate or reduce time spent on non-value add activities and shift focus on activities that matter.
Leadership coaching
Coaching and mentorship for leaders either transitioning into a leadership role or those looking to improve their skills with people leadership. Key areas of focus include meaningful feedback, conflict resolution, change management, and effective communication.
Value stream mapping
Creation of a visual map of your current value chain to include key metrics, identification of pain points, bottlenecks, and quality issues. Additionally, can include evaluation of opportunities for recommended future state in order to deliver more value to your customer and maintain effective business costs.
Customer satisfaction
Collect data and information to measure current client satisfaction, implement processes for ongoing measurement systems, provide benchmarking data, and a path forward to be able to collect and take meaningful and timely action on customer feedback.
Organizational design
Coaching and mentorship for leaders either transitioning into a leadership role or those looking to improve their skills with people leadership. Key areas of focus include meaningful feedback, conflict resolution, change management, and effective communication.
Modernizing job roles
Creation of a visual map of your current value chain to include key metrics, identification of pain points, bottlenecks, and quality issues. Additionally, can include evaluation of opportunities for recommended future state in order to deliver more value to your customer and maintain effective business costs.