Connect with your certified financial coach to help you navigate challenges, achieve your goals, and take control of your financial future.
Navigating the complexities of personal finance can be overwhelming. Questis connects employees with expert coaches who offer actionable advice, real-world solutions, and encouragement every step of the way.
Every Coaching session is completely FREE!
Kimberly has experience in the corporate finance and employee equity spaces and helps clients navigate some of life’s biggest financial events.
She can help you understand your total financial picture one step at a time, and help you achieve success with whatever financial goals you have.
Danielle's mission is to teach clients how to become fully aligned with their finances by making gradual shifts in their mindsets. She has experience working with individuals and couples who desire to earn more income, get rid of debt, and build long-lasting wealth. Danielle also has an MBA and a Bachelor's Degree in Accounting.
Saul is a trauma-informed financial coach and counselor. His passion lies in helping individuals and couples from different cultural backgrounds find a common ground to take control of their financial futures, make informed decisions, and cultivate a healthy and sustainable relationship with money.
Saul is also Bi-lingual in English and Spanish!
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Shawn is a dedicated educator and financial coach committed to empowering individuals to achieve their financial goals.
Having seen the transformative power of effective credit repair, debt management, and financial education in his close friends and family members' lives, Shawn recognized the need to share these tools with others outside his immediate circle.
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Barbara is an Accredited Financial Counselor (AFC®) and has over 20 years of experience in the financial services industry. She loves helping clients reach their financial goals and find financial peace of mind.
She has helped thousands of people create and stick to a budget, get out of debt.
Barbara is also Bi-lingual in English and Spanish!
Melissa is an Accredited Financial Counselor. She loves helping clients dig deep into their personal finances to gain a better perspective of where they are, so they can make more productive financial decisions moving forward.
She enjoys the process of creating a financial plan and specializes in creating spending plans.
You have unlimited access to our AFC Certified© Coaches to help navigate personal finances, benefit choices, and so much more!
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
Your coach will take time to better understand your individual situation and work with you to craft a realistic action plan. We'll move at your pace, with the expertise of an AFC Certified© Coach.
There's nothing you need to do to prepare! Just come ready to share and your coach will ask the right questions to better understand your situation.
No! You can meet with your coach as often as you like.
We typically prefer online video conferencing. But we can also do phone calls if that works better for you.
Yes! Most coaching sessions are outside of work hours, so an employee can involve their spouse or just to have the comfort of talking about finances at their home.
Yes! Each employee can choose their own coach. If they like that coach, they can keep meeting with the same person to develop more trust and a better coaching experience.
Absolutely! We recommend spouses and even entire families meet together. It's better when everyone's on the same page when it comes to money.
