The OFFER – Bank & Breathe | Financial Wellness & Coaching

The Offer

Find the right kind of support for where you are.

From guided financial wellness and coaching to self-guided tools,
children’s financial education, and customized workplace and
community programs, Bank & Breathe offers practical support designed
for real life.

How to Choose

Choose the kind of support that fits you.

Guided support

Self-guided support

Family & education

Group support

Financial Wellness & Coaching

Courses, Tools & Media

Children & Family Financial Literacy

Workplace & Community Partnerships

01 — Guided Support

Financial Wellness & Coaching

Guided support to help you build healthier financial habits, create practical systems, and make meaningful changes you can sustain.

Flagship

The Shadow to Substance Program

Six-week intensive

The flagship transformational offer, built around three movements.

Core Program

Bank & Breathe Financial Wellness Program

Self-paced online program

Practical support across the money areas that shape everyday life.

Budgeting & cash flow
Debt reduction
Savings & emergency funds
Financial goals
Investing & wealth building
Financial stress management
Sustainable money habits

Money Without the Meltdown Support

Four-week guided book circle, live money-reset workshop, coaching companion, or workplace/community discussion series.

One-to-One Financial Wellness Coaching

Premium, limited-availability support for overwhelm, avoidance, transitions, burnout, shame, and financial habit change.

Group Coaching Circles

Recurring guided support for accountability, planning, emotional clarity, and rhythm-based change.

02 — Self-Guided

Courses, Tools & Media

Flexible learning and self-guided resources for practical support.

Book

Money Without the Meltdown

A 30-day gentle reset for financial peace, emotional clarity, and softer money habits.

104-Card Affirmation Deck

BreatheAffirm

Designed to be used with the book or as a standalone deck.

90-Day Affirmation Deck

The Steady Man

A focused deck for steadier money, identity, and daily habits.

52-Week Card Deck

The Steady Man Practice

A yearlong weekly reflection and practice deck for consistency and intentional action.

Free Resources

Free Financial Wellness Templates

Practical resources to help you organize your money, build awareness, and take the next step.

Budget & Cash-Flow Template
Weekly Money Check-In
Savings Tracker
Financial Goal Planner
Emergency-Fund Planner
Bill Calendar
Money Conversation Prompts

Branded Goods

Branded journals, T-shirts, mugs, and future limited-edition products.

The Cultural Money Files

Continue the conversation around culture, money, identity, family, and lived experience.

03 — Families & Educators

Children & Family Financial Literacy

Age-appropriate education that helps children build a healthy relationship with money while giving parents and educators practical ways to reinforce what they learn.

Books

MoneyWise Generation

Books for Ages 4–17

Learning Resources

Family, School & Classroom Support

04 — Organizations

Workplace & Community Partnerships

Customized financial wellness experiences for organizations that want to support employees, students, members, families, or communities in a more practical and human way.

Workplace

Employee Financial Wellness

Community & Institutional Partnerships

Customized Programs for Groups & Communities

Universities & Colleges
Nonprofit Organizations
Faith Communities
Immigrant Communities
Women’s Organizations
Professional Associations
Schools & After-School Programs
Community Development Outreach

Not sure which option is right for you?

Start with a short conversation. We’ll help you find the right entry point — whether that’s a book, a tool, coaching, a program, or a customized experience for your organization.