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DREAM BROKER INITIATIVE
Give Your Team a Plan for Their Money
The Dream Broker Initiative is an employer-sponsored wellness program that brings practical, stigma-free financial education and goal-setting to your workforce. When employees have a real plan and something to work toward, they show up differently. They stay longer.
The Missing Piece in Most Benefits Packages
Financial wellness is not a perk. It is what makes your benefits package work.
Companies invest in health insurance, PTO, retirement plans, and mental health support. All of it matters. What most packages still miss is something simpler and more foundational: helping employees understand their own financial lives well enough to make confident decisions.
When people have a budget they believe in and a debt-reduction plan that works, and a personal goal they are moving toward, something shifts. They are more present. More engaged. Less likely to make a career move out of fear rather than intention.
Share this with HR.
If you think that this could be available resource for your staff, download the capability sheet to share with your HR for the next team retreat initiative.
A Program Built Around Real Outcomes
Presentation
Small Groups Sessions
Small Groups Sessions
An experience covering financial fundamentals, goal-setting, and the psychology of money. Built for mixed audiences at every income level. Practical, stigma-free, and built to move people.
Small Groups Sessions
Small Groups Sessions
Small Groups Sessions
Small-group sessions for targeted problem-solving. Useful for teams with specific shared challenges: new hires, managers navigating compensation conversations, or employees approaching retirement.
One-on-One Coaching
Small Groups Sessions
Peer Accountability Groups
Employees who want to go deeper can book private sessions with Dara directly. Budget, debt, 401k strategy, goal planning. Whatever they are ready to work on.
Peer Accountability Groups
Peer Accountability Groups
Peer Accountability Groups
Facilitated small groups that meet over time to hold each other to their financial commitments. Community is often what turns a one-day workshop into a lasting behavior change.
Benefits Optimization
Peer Accountability Groups
Benefits Optimization
A deep look at what your employees are leaving on the table inside the benefits package you already offer.
From First Call to First Workshop
She is helping each of us define the steps needed to reach our goals. Most importantly, she's not focused on numbers only, but in the personal side, on our relationship with money, and how to change our perspective and take charge of our finances so that we can achieve our dreams.
Liza Soto De Cichowicz, VP of Finance at Life Floor
Is the Dream Broker Initiative Right for Your Organization?
Get to Know Dara
Dara Hartzler — Founder & Fractional CFO, Jade Business Solutions
For over 25 years, Dara has helped business owners untangle the financial messes that keep them up at night. She specializes in the complex stuff — IRS disputes, multi-state tax compliance, and the kind of penalty negotiations most CPAs won't touch.
She's worked with CEOs and CFOs across 35+ industries, and she's known for one thing above all: telling owners the truth, even when it's uncomfortable. No jargon. No fluff. No avoiding the hard conversations.
She's also a contributing author of What the Frak, a book on fractional leadership for growing businesses.
When you book the call, you're not getting a junior associate. You're getting Dara.
Frequently Asked Questions
Please reach us at dhartzler@jadeindustries.com if you cannot find an answer to your question.
Engagements are custom-quoted based on company size, program depth, and delivery format. Book a discovery call and Dara will give you a clear proposal.
Both options exist. Many companies start with a workshop and expand from there.
Yes. All programming is available in-person or virtual.
No. It works alongside it. Most EAP programs offer reactive support. This is proactive development.
The clearest indicators are employee participation in follow-up coaching, measurable increases in 401k enrollment, measurable decreases in debt, and feedback from managers about employee focus and engagement.
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