Financial anxiety won't decrease until we change the approach

Financial stress can't be solved with a practical solution.
It needs to be an emotional one.

Financial stress won't change until we change the approach

Financial stress can't be solved with a practical solution. It needs to be an emotional one.

We've been solving the wrong problem all along.

We've been solving the wrong problem all along.

Too much focus has been placed on increasing financial literacy and education, hoping that would lower financial stress. Despite having the greatest access to personal financial education in history, employee financial stress has increased by 40%1.While the practical and numbers aspects of personal finance are important, the underlying driver behind every financial decision is not practical but rather emotional and behavioral which is deeply rooted in our early years. The conversation must start there.

Too much focus has been placed on increasing financial literacy and education, hoping that would lower financial stress. Despite having the greatest access to personal financial education in history, employee financial stress has increased by 40%1.While the practical and numbers aspects of personal finance are important, the underlying driver behind every financial decision is not practical but rather emotional and behavioral which is deeply rooted in our early years. The conversation must start there.

Financial stress is costly

Financial stress is costly

1 - BrightPlan Wellness Barometer Survey from 2021 to 2024
2 - Trading Economics (based on avg hourly wage of $25.14)
3 - PwC 2023 Employee's Financial Wellness Survey
4 - SHRM June 7, 2024 article

1 - BrightPlan Wellness Barometer Survey from 2021 to 2024
2 - Trading Economics (based on avg hourly wage of $25.14)
3 - PwC 2023 Employee's Financial Wellness Survey
4 - SHRM June 7, 2024 article

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What people are saying

What people are saying

Empowering your people to bring their best by leaving their financial stress behind for good.

(515) 639-0164

hello@davewon.co

© 2024 Budget Captain LLC dba/ Dave Won & Co.
All rights reserved.

Empowering your people to bring their best by leaving their financial stress behind for good.

(515) 639-0164

hello@davewon.co

© 2024 Budget Captain LLC dba/ Dave Won & Co.
All rights reserved.

Keynote Speaking

Keynote Speaking

Behavioral Coaching Training for Certified Financial Planners (CFP®)

Behavioral Coaching Training for Certified Financial Planners (CFP®)

What stops your clients from living their best lives is the clients, not the money.
Behavioral Coaching will change that.

What stops your clients from living their best lives is the clients, not the money.Behavioral Coaching will change that.

Meet Dave Won

Dave Won is a TED Speaker, Certified Money Coach (CMC)®, and the Founder & CEO of Budget Captain®, a holistic financial wellness company. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project.From conferences and summits to the corporate workplace, Dave has been empowering people to achieve emotional freedom first so they can experience true financial freedom. His approach is unique in that he believes the root cause of financial stress is emotional and behavioral, which cannot be solved with practical solutions.He is a former Air Force Captain with a decorated military career that includes work supporting the Air Force One along with an overseas tour. He is a graduate of the U.S. Air Force Academy and earned his MBA from Indiana University. He has been featured by TEDx, ABC, EBN, Military Media and the Air Force.