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Over 1 Million coaching sessions have taught us that no two stories are alike.
Completely confidential. No sales pressure. Our coaches collaborate with members to understand their unique needs and develop a realistic, sustainable plan with goals at their pace.
Our Money Coaches are certified, financial experts who provide unbiased guidance, support and accountability - through any financial situation.
Here's how our coaches work with each member:
Human-centered methodology supported by our digital platform helps people stay connected and motivated.
Designed by coaches for real people.
Averaging 20+ years of financial experience, coaches offer expert services and maintain the following credentials:
AFC® Accredited Financial Counselor®Behavioral Financial Advisor™Certified Credit CounselorCertified Tax Coach™Certified Money Coach (CMC)®Certified Financial Health CounselorCertified Mindfulness Life CoachCCFS™ Certified College Funding Specialist™CCRR® Certified Credit Report ReviewerCCRS™ ICFE Certified Credit Repair Specialist™CDFA™ Certified Divorce Financial Analyst®
CFEd® Certified Financial Educator®The CFP® certification, held by Certified Financial Planner™ professionals*CITRMS® Certified Identity Theft Risk Mgmt Specialist®CMPS® Certified Mortgage Planning SpecialistCPA Certified Public AccountantCSA Certified Senior Advisor®CHFC Chartered Financial Consultant®CTEC California Registered Tax Preparer (CRTP)EA Enrolled AgentEducation Loan Analyst™FRS™ Fraud Resolution Specialist™
Schedule a discovery call to learn more.
* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
