Financial Coaching - person with headset

Financial Coaching

With access to a team of top-notch, certified financial counselors, employees can get ahead of the financial impact of life events.

Whether employees are looking for one-on-one budget coaching, help with specific debt concerns, guidance with mortgage, vehicle or student loan decisions, they will receive unbiased, courteous care from our team. Financial coaching is free of charge to all FinFit members.

One in four employees rank a financial wellness benefit with access to unbiased counselors as the most desired employer benefit.

Financial Coaching Topics range from:

  • New baby/child
  • Loss of a loved one
  • Getting married
  • Getting divorced
  • Job loss/disability
  • Buying a home
  • Credit reports
  • Debt and creditors
  • Budgeting guidance
  • Affording college and student debt

Trying times like COVID-19 crisis make it even more difficult for employees to develop a solid financial plan. They’re stressed, financially strapped and focused on how they’re going to make it through the week. It can be daunting to think rationally and make level-headed financial decisions.

Certified financial counselors provide one-on-one expert guidance and recommendations to employees going through major life transitions. They can help employees reassess their budget, evaluate and prioritize expenses, answer questions about job loss or how to handle specific debt concerns. Without resources and access to professional guidance that can guide employees toward sound financial decisions, the next financial challenge they’re faced with may send them into a downward spiral.

Having the appropriate knowledge and support to handle financial challenges is as important as having accessible financial solutions and means.

Regardless of the life events employees are facing, it is essential to understand and adjust to the financial implications. Our team of financial coaches are on call to provide one-on-one coaching with unbiased, personal recommendations and professional guidance.
Resources, worksheets, and checklists are also available, designed to help employees continue to navigate their financial challenges after the initial conversation with their financial coach. One of the great things about our team of financial counselors? Employees can call them back whenever they have a question or need their expert opinion!

Common Financial Coaching Questions

A sampling of questions financial counselors frequesntly answer:
Cash Flow

How do I develop a workable spending plan?

What do I do when my pay’s been cut?

Why can’t I seem to make ends meet anymore?

Career / Health

How do I live on my reduced / disability income?

When will I be able to retire?

How shall I get on my feet after divorce / death of spouse?

Debt Concerns

What if I can’t manage my credit cards any more?

Can I develop a plan to get out of debt and save for a home?

How can I avoid foreclosure?

Why do I keep getting back into debt?

Are there other options for me beside bankruptcy?

Savings & Investments

How much should I save for emergencies, retirement, college?

How do I choose an investment advisor I can trust?

What can 401k, IRA, Roth, Pensions do for me?

Other Topics

Is there financial aid out there for college costs?

How do I manage my parents financial affairs?

Where can I go to get a credit report and improve my score?

What should I do if I’m a victim of identity theft?

How do I address collection / tax notices?

Don’t think your employees would talk to a financial coach?

Nearly 3 in 5 employees said they would be comfortable sharing financial info with their employer or an appropriate 3rd party for personalized financial info or guidance. Learn More »

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FinFit Loans are issued by Celtic Bank, a Utah-Chartered Industrial Bank, Member FDIC. Loans subject to credit approval. Residents of Colorado, Connecticut, Iowa, Vermont, West Virginia, Nevada and Massachusetts are not eligible for loans. Nothing in this advertisement constitutes an offer or solicitation for loan products to residents of those states. Actual time it takes for loan approval dependent upon loan verification set up with your employer.

Wage Now is fully funded and managed by an affiliate of FinFit. If any fees apply, those fees will be disclosed prior to entering into any agreements.
Residents of California, New York, North Dakota, South Dakota, Tennessee and Vermont are not eligible for WageNow. This does not constitute an offer or solicitation for WageNow to residents of those states.

FinFit’s Financial Wellness Program, which includes educational content, a financial assessment and a financial dashboard, are free to registered members.
Services offered may incur fees and/or interest. All fees will be disclosed prior to entering into any agreements.
Products listed are a representation of FinFit offerings. Actual availability may vary. The products available to you and your organization will appear on your FinFit membership dashboard. Actual loan amounts and rates offered vary based on lender, credit worthiness and other factors.

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