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Over 1.3 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.
