Prioritizing Your Financial Future

Retirement Planning Advice

Questis can help as you work and save towards the goal of a secure retirement. Accessing our comprehensive tools, resources and support helps you plan the retirement you desire.

Secure Your Retirement

Charting Your Course to Retirement

Effective retirement planning is key to a comfortable and worry-free future. Questis provides employees and individuals with tailored solutions and resources to help them prepare for this significant life milestone. Our approach involves understanding your retirement goals, assessing your current financial situation, and developing a comprehensive plan to achieve your objectives. Whether you’re just starting your career or nearing retirement, we focus on devising strategies that mean being able to enjoy your golden years free from financial stress and full of opportunities.

Questis: Simplifying Retirement Preparation^

With Questis, you have tools, resources and support that enable you to be more effective in planning for retirement, ensuring a future that’s both financially secure and personally rewarding.

The Questis app is a valuable tool in your retirement planning arsenal, offering features for savings tracking, financial forecasting, and accessing retirement planning. With intuitive design and user-friendly interfaces, the app makes planning for retirement accessible and manageable to everyone. It will empower you to take proactive steps towards your ideal retirement in a way that suits you.

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

Inform Your Employer About Questis^

Your Road to Retirement Mastery

Spending – Wise Spending Choices, Understanding Credit, Budgeting for Credit Health, Minimizing High-Interest Debts
Protection – Credit Fraud Prevention, Identity Theft Protection, Regular Credit Checks, Secure Financial Transactions
Debt – Efficient Debt Management, Timely Bill Payments, Reducing Credit Balances, Debt-to-Income Ratio Improvement
Save – Building Emergency Funds, Savings to Reduce Debt, Credit Stability, Saving to Avoid High-Credit Utilization

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