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Personalized Financial Coaching

Everyone deserves an advocate, especially you, because partnership is powerful on the path to financial freedom. That’s why, at the center of FinFit’s financial wellness services is a team of top-notch, certified financial counselors accessible to you at anytime, and at no cost. No matter where you are now, let’s get to work on a tailor-made plan to get you where you’re going.

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Whether you need one-on-one budget coaching, help with specific debt concerns or a major life event, or guidance with mortgage, vehicle, or student loan decisions, you can access the professional financial coaching you’ve always dreamed of, free of charge.

What Is a Financial Coach?

For starters, a financial coach is not a financial advisor. Rather than spreadsheets and graphs, a financial coach takes a much closer look at the behavioral side of personal finance, helping you to understand how your habits and emotional connection with money impact your financial health. Financial coaches help you develop a positive relationship with money, so you can stay on track toward your goals.

Your FinFit Financial Coach will become your personal cheerleader.

What Does a Financial Coach Do?

A financial coach can help you realize your lifestyle is a direct reflection of your emotional connection with money and habits. As such, any changes you make in your financial habits should always begin with the way you think and treat money. Financial coaches help clients:
  • Understand the importance of budgeting
  • Track income and expenses
  • Establish tangible short and long-term goals
  • Develop initiatives to pay down debt
  • Create easy-to-understand plans to keep you accountable
Most financial coaching services and topics are centered around:
  • New baby/child
  • Loss of a loved one
  • Getting married
  • Getting divorced
  • Job loss/disability
  • Buying a home
  • Credit reports
  • Understanding financial preducts
  • Debt and creditors
  • Budgeting guidance
  • Retirement planning assistance
  • Student loan planning and budgeting
  • Affording college and student debt

Our Financial Coaches are trained and formally educated.

Rest assured, financial coaches are specially trained through independent associations, like the Association for Financial Counseling and Planning Education (AFCPE), that offers a course curriculum for those looking to start a financial coaching business or become an accredited financial counselor.

Find out if your employer offers this benefit.

If you access benefits via your employee portal, click the FinFit link within your portal.

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