Find My Coach

Frequently Asked Questions

Are you tired of dreaming and ready to do? Do you want help setting goals and sticking to them? Financial Growth Coach is your opportunity to make lasting changes in how you manage money, save, budget and invest.

When you sign-up, you’re making a commitment to put your future first, and organize your finances in a way that aligns with your values, hopes and dreams.

What happens during the coaching session?

During your first coaching session, your coach will review your goals and interests, as well as your budget. Your coach will provide advice and tips to help align your budget with your goals and outline a roadmap to help you get from where you are now to where you want to be in one year, three years and 30 years in the future.

You will set concrete goals and track your progress each month. During follow-up sessions, you'll mark your progress, grow your financial know-how, and learn about opportunities to save and boost your income.

Why should I sign-up for a financial coaching session?

Most people don't have the assets or money to hire a professional financial planner, whose fees can be thousands of dollars. And most of us did not learn about money management or financial goal setting in school. Working with a financial coach is an affordable way to make your financial goals a priority now and get educated about life-changing financial concepts. Our coaches are experienced counselors who can help you develop a sustainable money strategy anchored to your personal goals.

Can I give financial coaching as a gift?

Yes, financial coaching can be a life-changing gift for a recent graduate, newlywed or someone going through a major life transition like birth of a child, divorce or loss of a loved one.

Before gifting the Financial Growth Coach program, we recommend discussing the gift with the recipient. For maximum effectiveness, financial coaching students should be motivated to set and track personal finance goals.

What kind of financial education do you provide?

Based on your personal interests and goals, your Financial Growth Coach will provide you access to education modules on the following topics:

  • Budgeting
  • Debt Elimination
  • Insurance
  • Home Ownership
  • Financial Education & Paying off Student Loans
  • Investing
  • Wills & Estate Planning