Financial coaching provides access to financial professionals for guidance and counseling to achieve personal financial goals.
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Financial Coaching Q1 2023Q1 March 2023: Winners
List of the top 20 Financial Coaching in Shortlister as of March 2023, presented in the order they appear in the full Vendor Listing tab.
Financially stressed people need more than an article or two to read. They need a real person to guide them with financial expertise, strong personal connections and consistent, compassionate support for working through their concerns and frustrations. That’... View Full Profile
Origin is the modern financial wellness benefit for your workforce. HR and People teams use Origin to help employees get more from their paycheck, make informed decisions about benefits, and feel secure in their financial future. Origin offers unlimited, 1-... View Full Profile
Best Money Moves is a mobile-first financial wellness program that combines technology, information, tools and live money coaching to help employees measure their level of financial stress in 15 categories, and then sends relevant information and tools to help... View Full Profile
The award winning Enrich Financial Wellness platform offers engaging, effective, unbiased online financial education, contained in a highly customizable delivery system, and a personal approach to help users achieve a positive behavior change. We’re proud to... View Full Profile
LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital guidance with Certified Financial Planner™️ professionals. Their award-winning program equips employees with a financial plan to guide them through decision ... View Full Profile
Founded in 1989, Financial Knowledge Network, LLC is an accredited provider of conflict-free financial education for the workplace. Our comprehensive course curriculum has helped hundreds of thousands of employees across the US and Canada better understand the... View Full Profile
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SmartDollar is the only financial wellness solution that leads to lasting behavior change. With best-selling authors and financial experts Dave Ramsey, Rachel Cruze, and Chris Hogan making difficult money concepts easy to understand, SmartDollar provides a ... View Full Profile
Ernst & Young LLP (together with its affiliate, Ernst & Young U.S. LLP, the “Firm”) is a private limited liability partnership. The Firm is owned by approximately 3,400 US partners and principals and is a member of Ernst & Young Global Ltd., an ... View Full Profile
Goldman Sachs Ayco Personal Financial Management provides company-sponsored financial planning to employees across Corporate America. Our advisors educate and guide implementation across a broad range of financial topics, including employee benefits. We ... View Full Profile
Founded in 2008, FinFit has grown to be the nation’s largest holistic financial wellness benefit platform that has transformed thousands of lives, servicing over 150,000 clients. FinFit provides a self-directed online experience that helps employees improve ... View Full Profile
LifeCents is an award winning B2B financial wellness platform designed to help people live happier and healthier financial lives. We know that when consumers are financially secure, businesses and communities thrive. LifeCents’ unique approach engages ... View Full Profile
MSA (My Secure Advantage) believes everyone deserves a life free from financial stress. MSA members are empowered to take charge of their financial futures, learn healthy financial habits, and achieve lasting financial wellness. Providing world-class ... View Full Profile
Financial Finesse was started to answer the question, “What if financial education could be provided free of any conflicts of interest, by an entirely independent firm with no financial products or services to sell? How much better off would employees be if... View Full Profile
Personal financial stress is a major contributor to lower productivity, high health-care costs, and increased absenteeism at the enterprise level. In addition, financial education solutions are often out of date, overly strict in their advice, or just plain ... View Full Profile
BrightDime is a top-to-bottom financial wellness solution for companies of all sizes and industries. We provide the best user experience in the market by focusing on personalizing engagement and unlimited financial coaching. We take a long term approach to ... View Full Profile
FitPros is a workplace wellbeing benefits provider delivering robust, holistic programs to improve employee lifestyle habits and overall health. We’ve worked with some of the world’s leading companies, designing tailored solutions to recruit and retain top... View Full Profile
FlexWage, the leading provider of financial wellness solutions, created and patented early wage access (OnDemand Pay) in 2010. Through its acquisition of Sum180 in 2019, it now combines early wage access with an engaging mobile financial well-being decision ... View Full Profile
MoneyWellth provides personalized financial literacy, trackers, tools, lessons, and resources to help participants confidently navigate their household finances and gain control over their financial future. Participants can browse through recommendations, ... View Full Profile
Our mission: Sterling Wellness Solutions is committed to positively affecting the health and wellbeing of workplace populations to impact the productivity and success of our client companies. As the friendliest, most dedicated partner in workplace wellbeing, ... View Full Profile
Your Money Line provides a dedicated and confidential financial helpline and dashboard for every employee and their immediate family to find financial stability in their life. Make tomorrow easier with Your Money Line... View Full Profile
Financial coaching is a service that provides individuals with access to financial professionals who can offer guidance and counseling to help them achieve their personal financial goals. Whether it's improving money management skills, creating a budget, or saving for the future, financial coaching provides support and education to help people achieve financial success. Financial coaching is becoming more important due to the widespread financial illiteracy in the United States. A recent survey by Standard & Poor's found that only 57% of American adults have basic financial knowledge.
A financial coach is a professional who helps clients with the basics of money management. They work with people who may have a problematic relationship with money or face obstacles preventing them from managing their finances well. Financial coaches educate their clients on the fundamentals of personal finance, create a financial plan based on their goals, and empower them to develop healthy money habits that will last.
A financial coaching program is a comprehensive service that helps individuals improve their financial wellness. The program goes beyond static financial education and delivers personalized content with targeted insight and accountability to drive behavioral change. Employees may require support and guidance to adopt positive financial behaviors. By assisting in areas such as debt reduction, credit building, and budget counseling, companies can help their employees achieve their financial goals.
Financial stress can significantly impact employee well-being, workplace productivity, and, inevitably - a company's bottom line. In fact, a recent John Hancock Financial Stress Survey found that financially stressed employees cost their employers an average of $2,000 per employee. Offering financial coaching in the workplace can alleviate this stress and provide employees with the support they need to improve their financial health. By investing in financial wellness coaching, organizations can improve productivity, increase employee satisfaction, and reduce turnover. Financial coaching helps employees become financially confident and position organizations for success.
