Connect with certified financial professionals who provide personalized guidance 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.
Receive personalized support tailored to your unique financial needs and goals.
Get expert advice to navigate major events like buying a home or starting a family.
Build a sustainable financial strategy that sets you up for success from now to retirement.
Your Employees have unlimited access to our AFC Certified© Coaches to help navigate personal finances, benefit choices, and so much more!
Our extensive list of Certified Financial Coaches are ready to provide personalized advice tailored to your unique needs. Enjoy unlimited coaching sessions at no extra cost to tackle financial challenges whenever they arise. Whether you’re navigating a major life event or just need a quick question answered, expert help is always within reach.
You get to choose your own coach, and keep that coach for as long as you like.
Share your financial challenges and aspirations to get tailored advice.
Work with your coach to create actionable plans and track your progress.
We’ve been extremely pleased with the knowledgeable and professional coaches that have been able to help our employees. To be able to provide our workforce with the amazing program that Questis has, has been a real game-changer in our benefits lineup.
HR Generalist, Vanicream.
Partnering with Questis has been a game-changer for us. Their cutting-edge technology allows us to scale efficiently, giving us the ability to serve larger participant bases with confidence. Offering conflict-free financial coaching to every employee is a unique and invaluable differentiator for us.
CFA, CFP®,AIF®, Portico Wealth Advisors
I recently had my car repossessed and had no way of getting it back. I asked HR to terminate my employment in order to gain access to my 401k with hopes of being rehired afterward. Luckily, instead of terminating me, my HR leader directed me to Questis where my coach helped me to find another way to quickly access funds and get my car back. I now have an emergency savings account that will protect me from situations like this in the future.”
Questis User
Questis takes the pressure off of my HR department to have financial conversations with our employees. Questis even turns our employees’ financial emergencies into opportunities for education and real progress.
Director of Human Resources, Fetter Healthcare Network
Financial wellness is integral to our overall wellness plan. Questis serves all regardless of situation, be it saving or budgeting. As a result, we’ve come to trust and rely on Questis as the foundation of our program.
Director of Benefits and Wellness, AFL Global
Questis Financial is a powerful financial empowerment tool. When my daughter graduated from college, we met with one of the financial coaches who took the time to guide her through her personal loan options. Each option was explained clearly, helping her feel confident in making informed financial decisions while also understanding the long-term benefits of her choices. We are grateful for the coach’s time and expertise. As a parent, there is nothing better than watching your children make sound financial decisions that you know will positively impact their futures.
Employee Wellness Coordinator
We have had such great success partnering with Questis for our internal team, that we fully intend to share this solution with our valued clients. After speaking with my coach for only 20 minutes, I had a plan to work on new goals. My coach answered all of my questions during and after our session with the value extending to my family as we work through estate planning. The technology is a great supplement to coaching, with user-friendly accessibility and actionable next steps. I highly recommend this program for employers to offer to their employees!
CIIG, Office Manager
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.
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