WHAT IS FINANCIAL COACHING?
For Clients:
Financial coaching is a journey, and it is driven by you
Financial Coaching is a one-on-one, personalized service where you can work with a coach to identify your goals and design an action plan to reach those goals. Your financial coach is there to guide you along the way. Throughout this journey, you choose the topics to discuss and you decide on the actions to take. Your financial coach provides support, encouragement, accountability, and tools to help you make informed decisions. Financial coaching is directed by you and assisted by a trained professional. It is confidential, non-judgmental, and offered at no cost to you.
From Our Clients
For Partners:
Why is financial coaching so effective?
Financial coaching draws from solution-focused practice. Research by CFPB confirms that financial coaching has “led to gains in three areas: financial behaviors; objective financial health metrics like savings, debt levels and credit score; and subjective feelings of financial confidence and financial well-being.” Furthermore, our coaching program is grounded in the idea that consumers want to change their financial behaviors, are able to direct the changes they most want to achieve, and can actively work to practice and sustain their achievements.