Our Financial Coaches offer free and confidential financial coaching to help clients manage their money and improve their financial future.
We are here for you. We'll be there to listen as you share the highs and lows of your COVID-story and how it's affecting your finances. Our coaches can help you make a plan. The sooner you start the better!
Our financial coaches help clients to:
Create a spending plan &
Build a Plan to Meet Financial Goals
Committed to financial improvement
Attend scheduled coaching sessions (telephone or virtual)
Willing to work toward financial goals outside of coaching sessions
Interested in becoming a Coaching client? Please sign up!
Potential clients must be:
The goal of a financial coach is to educate clients on the basics of personal finance and, as a team, create a spending plan that reflects the values and goals of the client. The coach then empowers clients to take responsibility for their decisions, supports their continual learning and growth, and serves as an accountability partner throughout the process.