To accommodate a wide variety of schedules and needs, we offer financial education services that best fit your situation. During the initial program design process, we will analyze your unique situation and data to create a mix of educational methods and delivery options that meet your needs and outcome goals.
At set points during the educational process, we provide your organization with detailed program reports. This reporting includes details on attendance, test results, survey feedback, and other program measures. To respect and protect team members’ privacy, no personal financial data will be shared.
Each organization has specific needs and constraints when offering team members access to financial coaches. We have built our organization program to be flexible to accommodate the needs of different organizations and team members.