Personal Financial Coaching
One-on-one sessions for each enrolled employee, covering the right way to budget, pay off debt, and save.
Employer Benefit
Financial coaching as an employee benefit.
Give your team one-on-one financial coaching as part of their benefits package. Employees get a real plan for their money. You get a team that is less stressed and more focused.
What employees get
The same coaching, offered through work
Couples Financial Coaching
Sessions that include a spouse or partner, so both people at the table are working from the same plan.
Get Out of Debt!
A focused track for employees whose first goal is getting debt off their back for good.
How it works
Simple to offer, simple to use
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01
Consultation
A no-cost call to understand your team size, what you want the benefit to accomplish, and how it fits with what you already offer.
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02
Rollout
Employees enroll through a simple sign-up and book their own sessions. Everything stays confidential between the employee and the coach.
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03
Ongoing Support
Coaching continues for as long as the benefit is in place, with a periodic participation summary for you and never individual details.
For employers
Add financial coaching to your benefits.
Tell me a little about your team and I'll be in touch ASAP.