Financial Coaching Sessions
Receive personalized financial guidance tailored to your needs.
Personalized Attention
Our financial coaching sessions provide individualized attention from experienced financial educators, either virtually or on campus, to address specific financial goals and concerns. These sessions are tailored to each participant's unique needs, ensuring relevant and actionable guidance.
Coaching sessions are designed to focus on personal financial situations, whether it's managing debt, planning for retirement, or understanding investment options.
Participants receive one-on-one support, allowing them to discuss their financial challenges in a confidential and supportive environment.
Conflict-Free Guidance
We offer pure, conflict-free financial guidance with no affiliations to financial products or services. This ensures that employees receive objective guidance tailored to their needs without any conflicts of interest.
Our coaches provide recommendations based solely on the participant's financial situation and goals, without promoting specific products or services.
This impartial approach helps build trust and ensures that the guidance given is genuinely in the participant's best interest.
High Powered Financial Planning Software
We are now offering RightCapital, an advanced online platform to elevate your financial coaching experience.
- A Comprehensive Financial Dashboard: A one-stop view of their entire financial landscape.
- Scenario Testing: Visualize the impact of different financial decisions and explore various scenarios with their coach.
- Goal Tracking: Keep financial goals on track with visual aids and detailed reports.
- Seamless Coach Communication: Enjoy effortless communication with their coach, including updates and meeting summaries—all in one place.
Flexible Scheduling
Sessions can be scheduled around the clock using our registration system, which helps employees stay on track with reminders for upcoming sessions and follow-ups. This flexibility allows participants to receive coaching at times that best fit their schedules.
The registration system provides reminders for upcoming sessions and follow-up tasks, helping participants stay organized and engaged with their financial goals.
Employees can choose between virtual or in-person sessions, offering the convenience of remote access or the personal touch of face-to-face interactions.
Your Monthly Roadmap for Year-Round Success
Enhance your team's financial wellness with our expertly curated Financial Knowledge Planner. Leveraging over 35 years of experience, this invaluable resource offers a month-by-month guide to financial education that resonates with employees and delivers real results.
Enter your name and email address below to download our free monthly planner.
