The Method

The Method

We put our energy towards…

  • Proactive coaching and accountability to inspire behavior modification.
  • Educating how the financial elements work together to create financial wellness.
  • Explaining how everyday financial decisions can impact each employee’s long-term financial state.

Our method of coaching employs techniques that are consistent with the concepts and principles of effective behavioral change. Our mentors will…

  • Set goals
  • Brainstorm strategies
  • Create action plans
  • Identify strengths
  • Build motivation
  • Provide accountability

…based on each individual’s current financial state.

“To excel at the highest level or any level, really – you need to believe in yourself, and hands down, one of the biggest contributors to my self-confidence has been private coaching. – Stephen Curry