For Clients:

Financial coaching is a journey, and it is driven by you

Financial Coaching is a one-on-one, personalized service where you can work with a coach to identify your goals and design an action plan to reach those goals. Your financial coach is there to guide you along the way. Throughout this journey, you choose the topics to discuss and you decide on the actions to take. Your financial coach provides support, encouragement, accountability, and tools to help you make informed decisions. Financial coaching is directed by you and assisted by a trained professional. It is confidential, non-judgmental, and offered at no cost to you.

From Our Clients

"My coach has been instrumental in guiding me to set goals and work toward meeting those goals. He has helped me meet or make solid progress on every goal I had going into financial coaching."
"My coach and the Armed Forces Services were the best thing to happen to me during my transition from Soldier to Civilian. I set goals and achieved them.  I paid off four credit cards, I am in control of my finances and make better financial decisions."
"With my coach’s encouragement, I am working towards getting my student loans forgiven since I am 100% disabled from the military. I’ve found at least $200 in discretionary income to establish an emergency fund and save for my trip to France. ending plan, I have reliable transportation."

For Partners:

Why is financial coaching so effective?

Financial coaching draws from solution-focused practice. Research by CFPB confirms that financial coaching has “led to gains in three areas: financial behaviors; objective financial health metrics like savings, debt levels and credit score; and subjective feelings of financial confidence and financial well-being.” Furthermore, our coaching program is grounded in the idea that consumers want to change their financial behaviors, are able to direct the changes they most want to achieve, and can actively work to practice and sustain their achievements.

From Our Partners

"Our coach has become an indispensable part of our process in assisting our veterans in developing the confidence they need to properly manager their own finances."
"Each of the Veterans I have referred for Financial Coaching has received respectful, client-centered care! Each has been able to meet with our coach on a one-to-one basis, identify his/her own financial priorities, and create a work-plan to address those issues."
"Our coach has been a much-needed addition to serving our Veterans, whether in addressing poor credit, or creating a budget, or in learning new money management skills."