Financial Coaching For Your Employees

Smart finances require a smart approach - see why we’re leading the way in financial coaching.

 

Financial Coaching: The Smart Approach

Our Financial Coaching model blends the best of a Financial Advisor, an Accountant, and a Life Coach. We empower employees to take control of their finances, feel confident about the future, and stay motivated to overcome financial challenges.

Through a mix of group workshops and one-on-one coaching sessions—either in person or over the phone—our experienced Financial Coaches provide tailored guidance using our proven SMART framework.

Why the SMART Approach Works

We use the SMART approach to create clear, structured, and actionable financial plans for every individual:

  • S – Specific
    Each plan is tailored to the individual’s financial situation and goals.

  • M – Measurable
    We define success in concrete terms—are the agreed outcomes being achieved?

  • A – Attainable
    Goals are realistic and aligned with the employee’s available income and resources.

  • R – Relevant
    Plans reflect each person’s priorities—no one-size-fits-all solutions.

  • T – Time-sensitive
    Financial needs evolve with age; we help employees plan for the right priorities at the right time.

 
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Money Milestones

The money milestone guide outlines the ideal approach to financial well-being from aged 20 all the way up to retirement.

Download Guide
 
 
 

Find Out More: Financial Coaching Options:

 
 
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“We offer a smart approach to financial health that has a real, positive impact on peoples bank balances”
— Terry Abbott, Financial Coach
 
 

Ask a question below or request a callback - you’ll receive a prompt response with sound advice.

 
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