Personalize Your Financial Journey

1 on 1 Financial Coaching

Dive into the world of personalized financial coaching with Questis, where your unique financial goals are our top priority.

Personalized Coaching for Empowerment

Tailoring Your Financial Future

One-on-one financial coaching offers a tailored approach to managing your finances in the context of your unique lifestyle and goals. Questis provides this personalized service, understanding that each individual has different financial needs and aspirations. This type of coaching is empowering, allowing you to take control of your finances with confidence. It offers a focused environment to discuss your financial concerns and goals, and receive advice specifically suited to your situation. This personalized approach ensures that every employee’s financial plan is as unique as they are, crafted to suit their one-of-a-kind life objectives.

Questis App: Support at Your Fingertips ^

Our 1 on 1 financial coaching service is designed to bring clarity and control to your financial life.

The Questis app offers an additional layer of personalized support for your 1 on 1 financial coaching journey. This dynamic tool provides access to coaching opportunities, financial tracking, and tailored advice, all easily manageable from your device. The app complements your individual sessions, offering continuous support and resources to reinforce your personalized financial strategies.

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 Route to Effective Savings

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