Financial Coaching Sessions
One-on-one financial education focused on your questions.
Personalized Attention
Our financial coaching sessions provide individualized attention from experienced financial educators, either virtually or on campus, to address specific financial goals and concerns. These sessions are tailored to each participant's unique needs, so the education is relevant and practical.
Coaching sessions are designed to focus on personal financial situations, whether it's managing debt, planning for retirement, or understanding investment options.
Participants receive one-on-one support, allowing them to discuss their financial challenges in a confidential and supportive environment.
Education, Not Advice
Our coaching is conflict-free financial education. We have no affiliations with financial products or services, we never sell anything, and we do not give financial advice or write financial plans. Coaches help participants understand their options so they can make their own informed decisions.
Because there is nothing to sell, participants can ask any question and get a clear, objective explanation of how things work.
In participant evaluations as of October 2026, 91% of coaching clients say their session reduced their financial stress, and 98% say it met their expectations.
Your Full Financial Picture with RightCapital
Every coaching session includes RightCapital, an advanced online platform that brings each participant's full financial picture into one place.
- A Comprehensive Financial Dashboard: A one-stop view of their entire financial landscape.
- Scenario Testing: Visualize the impact of different financial decisions and explore various scenarios with their coach.
- Goal Tracking: Keep financial goals on track with visual aids and detailed reports.
- Seamless Coach Communication: Enjoy effortless communication with their coach, including updates and meeting summaries—all in one place.
Flexible Scheduling
Sessions can be scheduled around the clock using our registration system, which helps employees stay on track with reminders for upcoming sessions and follow-ups. This flexibility allows participants to receive coaching at times that best fit their schedules.
The registration system provides reminders for upcoming sessions and follow-up tasks, helping participants stay organized and engaged with their financial goals.
Employees can choose between virtual or in-person sessions, offering the convenience of remote access or the personal touch of face-to-face interactions.
Not sure where to start, or which topics to offer when?
Our free 2027 Financial Wellness Planning Guide maps out a full year of financial education, month by month. Each month is matched to a national awareness month, with suggested courses.
Enter your name and email to download it.
