Our financial coaches work with employed individuals in regular one-on-one sessions to support them in setting and achieving their financial goals.
Our coaches will help you understand options to achieve success in a process largely driven by your needs. Together, you’ll identify what’s important to you and why - focus on your unique goals, explore possible solutions and establish milestones for building an action plan.
Think of your coach as a partner—one who supports and holds you accountable as you move towards your goals.
We can help you achieve your financial goals, and improve your net worth by focusing on things like reducing debt, building emergency and long-term savings, paying bills on time and more.
Each coaching experience is unique, but below is a snapshot of what to expect.
Register today to find out more about this free service!
- Gather basic information during intake
- Sign Coaching Agreement
- Financial information sent to coach
- Coach is assigned
- Set regular meeting schedule
MONTHS 2 & 3:
- Understanding client needs
- Establish Smart Goals
- Prioritize goals
- Explore options for achieving goals
- Assign actions and homework for future sessions
- Make course adjustments
- Review & assess progress
- Behavior change
- Emphasis on increasing financial net worth
ASK A FINANCIAL COACH
Do you have a quick financial question?
Then just ask away, and one of our coaches will give you the quick answer you’re looking for!
Interested in becoming a financial coach?
Are you passionate about helping others? Are you financially stable?
Then volunteer and help members of our community achieve financial stability. After signing up, you’ll receive free, professional training and certification before working one-on-one with program participants.
Partner with us, and let’s make an impact. Sign up today!