When your people are at their best,
So is your organization

Since we have an unbiased, refreshing approach to financial coaching, we primarily focus on education, mindset, behavior, and habits, instead of selling our clients insurance, investments, or any other financial products.

We aim to transparently lay out all our client’s options before them, and empower them to make the right decision for themselves.

We also have several resources, including online courses, education programs, and master classes that can be used to enhance the coaching process, as well as coaching specialists that can be called in for unique situations. These may include an additional charge.

You bet!

While we have our own proprietary framework for financial coaching, the key benefit of our financial wellness process is that it’s modular. We will work with you to adapt our concepts, principles, action items, and resources to the unique needs of your team and organization.

We realize how people work with money is as unique as their financial situation and goals. Books, courses, and ‘self-help’ programs can work, but what we’ve found is that you can’t put individuals and their unique relationships with money into a box.

While we have a proven proprietary coaching system, instead of funneling our clients into a black-and-white set of steps, we customize coaching to individuals in a judgment-free atmosphere.

We start by guiding the client towards defining wealth and happiness (Refocus). The coach then injects tools and accountability to help them follow through (Gain Control). And finally, the client creates a long-term, sustainable plan for success (Set a Plan).

It’s important to remember that results vary by participant and the effort they put in. Every person has unique objectives, personal definitions of happiness, and specific obstacles they are trying to overcome financially. We believe that it’s far more useful to focus on building a strong foundation when it comes to mindset, behavior, and habits, to ensure consistent, sustainable results.

However, we’re proud to report that most of our clients begin feeling a sense of ‘peace’ right from their first interaction, experience improvement in their relationships and sleep within 45 days, and report improved psychological well-being after working with us.

And while it varies from person to person, clients who fully implement the program have reported an improvement of over $600 in cash flow per month, and 94% have an emergency fund established within 45 days.

To put it simply, we don’t believe in quick fixes and band-aids that temporarily solve financial problems but do nothing for our clients in the long run.

Instead, by addressing the root of your team’s relationship with their finances, we hope to support them as they build solid money habits, strengthen their relationships with your loved ones, and embark on the path to a sustainable financial future.

Absolutely. What happens in a coaching session, stays in a coaching session.

We also don’t collect any personal data (such as social security numbers, bank account info, etc). The forms shared between the coach and client should only list the last name and won’t have any other identifiable personal information. We do not share contact information with any outside agency, vendor, or partner. We believe our clients need to feel safe in their coaching relationship and we’ll do everything we can to make your team feel comfortable.

No problem! We offer an employee survey that you can use to determine whether your team would find value in a financial wellness program before deciding whether you’d like to partner with us! You can schedule a call to discuss this with us  (use the link below).