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Get more with 1-on-1 financial coaching^

No one should have to figure out their personal finances all on their own. Empower your employees with Questis Financial Coaching to help them make the most of their paychecks.

Let’s talk

How Questis Financial Coaching works^

    1. Customized Financial Wellness Roadmaps

    Develop personalized financial wellness plans for each employee, highlighting actionable steps to improve financial stability and achieve personal economic goals. These roadmaps offer a strategic approach to financial planning, ensuring that every employee has a clear path to follow toward financial well-being.

    2. Dynamic Financial Wellness Workshops

    Provide a series of interactive workshops covering a wide range of financial topics, from basic budgeting techniques to advanced investment strategies. These sessions are designed to engage employees at all levels of financial knowledge, encouraging active participation in their financial education and fostering a culture of financial wellness within the workplace.

    3. Innovative Financial Management Platforms

    Integrate state-of-the-art financial management software that offers employees a comprehensive view of their finances, including income, expenditures, savings, and investments. This platform encourages regular financial review and adjustment, promoting ongoing financial health and awareness.

Meet our coaching team^

Questis Coaches are Accredited Financial Counselors®, the gold standard for financial coaches. As fiduciaries, Questis Coaches are committed to doing what is best for your employees. When your people work with an AFC®, they receive financial education and guidance specific to their unique situation, goals, and needs.

Lynn McHann

Financial Coach | AFC®

Lynn McHann

Kimberly Esse

Finanical Coach | CTP, AFC® Candidate

Kimberly Esse

Kiameshea Prewitt

Lead Financial Coach | AFC®, CCRS™

Kiameshea Prewitt

Mark Miller

Financial Coach | CFP® & AFC®

Diana Yacob

Financial Coach | AFC®

Diana Yacob

Meet a coach^

100% of Questis Members are completely satisfied with their coaching experience.
Get to know a Questis Coach, today!

Watch the video

Our coaching experience^

Via 1-on-1 sessions, monthly workshops, self-paced courses, and a private online community, Questis Coaches bring knowledge, compassion, and active listening skills to help your employees explore options and create an action plan–together.

Retirement Planning

1-on-1 session

Fresh Financial Start

Course

The Basics of Personal Finance

Course

Social Security Myths & Facts

Workshop

Psychology of Money

Workshop

Budgeting + Spending

1-on-1 session

Private Social Network

Communities

See how coaching helped Sophia with
her financial goals

Sophia, a struggling 35 year old paid off $25,000 of debt and saved an $8,000 emergency fund with the help of her Questis Financial Empowerment Coach.

Watch the video

What people
are saying^

“

I feel like I can see the light and I am making great headway thanks to Questis. I have set up auto-savings, reviewed my credit score, canceled subscriptions, and am tracking my spending. All really great stuff. I am confidently moving forward to a better place! :)”

Questis Member

Questis Member

Employee, TCG, Inc.

“

Having the chance to hear you all talk about money every week has inspired me to have more frequent financial conversations. It's so much easier when we talk about money regularly instead of only waiting until there's a problem."

Questis Member

Questis Member

Employee, AFL Global

“

Questis is a one stop shop for all of your financial needs.

Questis Member

Questis Member

Employee, RPS

“

I’m dealing with a tough financial situation with a family member, and my coach helped me think through the options. Her empathy and kindness made her easy to talk to about what was happening. I am thankful I had an objective person to talk to for another perspective."

Questis Member

Questis Member

Employee, AFL Global

Questions?

A Financial Advisor usually gives advice or specific recommendations about investments, like what investments or mix of investments someone should have based on their age and goals. Retirement plan advisors give advice about 401(k)’s. Financial Coaches work with clients on managing their money day-to day and month-to-month—the basic stuff that people often need help with. Coaches can help clients clarify their financial goals in addition to retirement. Coaches focus on helping cleints build a better relationship with money and positive financial habits to help them reach their goals, both shorter term and longer term.
A coach will probably ask what’s prompting them to meet. They will work together to come up with a plan to address whatever the issue might be. Instead of telling them what they ‘should’ do, their coach will help them explore all of their options. Coaches can provide financial information and expertise, while they’re the expert on themselves–what matters to them, their situation, their resources. A coach is a guide to help them create their action plan to reach their goals.
Coaching focuses on helping people reach their financial goals. We start by looking at where someone is now so we can work with them to create an action plan to get them where they want to go. It’s important to have a starting point. We recommend connecting their checking account(s) in the Questis platform to get a better sense of the money they have coming in and going out every month. Connecting a checking account will automatically generate a budget for them as well. The user can also complete their profile and add their current financial priority to give their coach more context around their goals.
No, there’s no limit on the number of sessions. The coach and your employee will decide how often they need to meet and for how long. Many questions or issues can be addressed in just 1 or 2 sessions, or they might decide to meet regularly over a longer period of time. They can always come back for additional coaching, too, as new situations or issues arise.
Employees can meet with a coach via Zoom or by phone–whichever they prefer. They can also get questions answered via the chat within the platform or by email. We encourage Questis users to meet via phone or Zoom, so they can have a conversation with their coach.
Yes, we have sessions available from 9am to 9pm Eastern time, Monday through Friday.
Yes, they can. We do assign coaches to everyone when they register on the Questis platform, as a way to get started. But if they’re looking for a coach with expertise in a particular area, or if they just feel more comfortable with a different coach, it’s ok to switch. They can just schedule an appointment with the coach they’d like to work with directly from the platform.
Yes, we encourage individuals to include a spouse or partner in coaching sessions because it’s important for couples to be on the same page with their shared finances. Or older children who might have questions about paying for education can join a coaching session.

See coaching in action^

Schedule a 20-minute session with our Head of Coaching by selecting
“tell me more about coaching” in the contact form.

Let’s talk

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