Financial Coaching

Why We Picked Questis?

Questis stands out as a financial coaching provider that takes a direct, personalized approach to improving employees' financial well-being through one-on-one coaching sessions. Their services are designed to meet employees "at the paycheck," providing practical support and compassionate guidance to address the root causes of financial stress.

With a platform that adapts to evolving needs, Questis not only boosts financial literacy but also enhances workplace productivity by reducing financial distractions.

Your Money Line

Features

Financial health assessment

One-on-one financial coaching - virtual

Goal setting and tracking

Budget tool

Not Provided.

Why We Picked Your Money Line?

Your Money Line focuses on personalized financial coaching through a combination of empathetic human guides and AI-powered tools. Employees and their dependents have access to certified financial experts via phone, chat, or email, offering guidance on everything from budgeting to student loans.

Built by Peter Dunn, a veteran financial educator, Your Money Line offers a no-pressure, no-sales approach to financial wellness, aiming to create more confident and stable financial lives for employees.

Origin

Features

One-on-one financial coaching - In-person

Financial health assessment

One-on-one financial coaching - virtual

Goal setting and tracking

Not Provided.

Why We Picked Origin?

Origin is a modern financial wellness platform that offers unlimited, personalized financial coaching through one-on-one sessions.

Available via video or in-app chat, Origin's certified financial planners create customized roadmaps to help employees achieve their goals, whether paying off debt, saving for a home, or planning major life events.

Combining human guidance with a powerful technology platform, Origin allows employees to track spending, automate investments, manage equity, and file taxes – all in one place. Its global availability also makes it ideal for employers who want to offer a uniform and accessible benefit to their international teams.

Financial Knowledge

Why We Picked Financial Knowledge?

Financial Knowledge brings financial coaching with experienced instructors to businesses of all sizes.

Since 1989, the provider has been dedicated to delivering conflict-free financial education, ensuring that employees receive pure, objective advice without any affiliations to financial products or services.

The program offers personalized coaching sessions, available virtually and on-site, allowing employees to address their financial concerns privately.

ENRICH™ Financial Wellness

Why We Picked ENRICH™ Financial Wellness?

ENRICH™ Financial Wellness offers personalized financial coaching services designed to support employees in managing their financial health. Their Certified Personal Finance Counselors work one-on-one with employees to address financial uncertainties and develop actionable plans to reach their goals. By focusing on practical solutions and expert advice, ENRICH™ helps employees take control of their financial well-being.

SmartDollar

Features

Financial health assessment

One-on-one financial coaching - virtual

Goal setting and tracking

On-site group workshops

Not Provided.

Why We Picked SmartDollar?

SmartDollar, a financial wellness program from Ramsey Solutions, is designed to help employees take control of their finances by following Dave Ramsey's well-known Baby Steps. The program offers a mix of engaging content, one-on-one coaching, and practical tools like the EveryDollar budgeting app to guide workers towards financial freedom.

Ernst & Young, LLP

Why We Picked Ernst & Young, LLP?

Ernst & Young LLP (EY) offers a hybrid financial coaching service that blends personalized human guidance with digital tools. Their program helps employees address key financial issues, such as retirement planning and debt management, through a mix of bite-sized activities and personalized action plans. With both online and phone-based support from EY's financial planners, employees can manage their finances more effectively based on their unique situations.

FinFit

Features

One-on-one financial coaching - In-person

Financial health assessment

One-on-one financial coaching - virtual

Goal setting and tracking

Not Provided.

Why We Picked FinFit?

FinFit offers a robust financial coaching program that provides employees with unlimited access to certified financial counselors at no cost. Whether it’s tackling debt, managing major life events, or navigating complex financial decisions, FinFit’s coaches are available to guide employees through every stage of their financial journey.

My Secure Advantage

Features

One-on-one financial coaching - In-person

Financial health assessment

One-on-one financial coaching - virtual

Goal setting and tracking

Not Provided.

Why We Picked My Secure Advantage?

My Secure Advantage (MSA) has a distinctive financial coaching program that pairs experienced coaches with personalized digital tools to guide employees on their financial journey. Their coaches, with an average experience of over 20 years in the field, provide compassionate, unbiased support adapted to each worker’s unique situation.

BrightDime

Features

Financial health assessment

One-on-one financial coaching - virtual

Goal setting and tracking

Budget tool

Not Provided.

Why We Picked BrightDime?

BrightDime provides a financial wellness platform that combines personalized coaching with digital tools to help employees manage their finances. Their one-on-one coaching service provides tailored advice on various financial matters, including debt management and budgeting, while the platform itself offers a comprehensive view of an employee's financial health.

Best Money Moves LLC

Features

One-on-one financial coaching - In-person

Financial health assessment

Goal setting and tracking

One-on-one financial coaching - virtual

Not Provided.

Why We Picked Best Money Moves LLC?

Best Money Moves is a mobile-first financial wellness platform that assesses employee financial stress and uses AI to provide tailored content and tools.

The award-winning Money Coaches are central to its offering, delivering individualized support in budgeting, debt management, credit improvement, housing, and bankruptcy counseling. With over 100,000 sessions conducted annually and availability seven days a week, these expert coaches help employees improve their financial health.

Best Money Moves is suitable for employers of all sizes.

Goldman Sachs Ayco

Why We Picked Goldman Sachs Ayco Personal Financial Management?

Goldman Sachs Ayco’s one-on-one coaching uses experience and intelligence to deliver objective and confidential financial planning across the entire organization. Their program simplifies implementation by first understanding the company’s culture and benefits, ensuring a seamless integration. Then, they offer personalized advice on managing cash, planning for retirement, and optimizing taxes, helping employees feel less stressed and more productive.

This provider is ideal for companies looking to support their workforce across all career stages, from entry-level to executive.

LifeCents

Features

One-on-one financial coaching - In-person

Financial health assessment

One-on-one financial coaching - virtual

Goal setting and tracking

Not Provided.

Why We Picked LifeCents?

LifeCents offers one-on-one coaching sessions in person and virtually. Accredited financial coaches guide employees with tailored advice, while tools like budgeting and cash flow management enhance their learning experience.

By combining personalized guidance, behavioral change techniques, and motivational engagement, the provider helps employees build confidence in their financial decision-making.

Employers looking for impactful, long-term financial support for their workforce will find LifeCents an invaluable component of their employee benefits strategy.

Financial Finesse

Why We Picked Financial Finesse?

Financial Finesse stands out as a pioneer in workplace financial wellness, offering personalized coaching that has helped millions of employees. Founded in 1999, they were the first to introduce financial coaching as an employee benefit, focusing on unbiased guidance. Their proven approach combines human and AI-powered coaching to deliver tailored support that addresses employees' unique financial needs.

Banzai

Why We Picked Banzai?

Banzai’s gamified approach, interactive elements, and incentive-based offers make financial coaching an engaging workplace experience.

Their “Coaches” solution, part of a more comprehensive financial literacy program, teaches employees practical advice on managing debt, optimizing HSA & FSA benefits, planning for retirement, and more.

Employers can use Banzai’s coaching resources to build a custom support system that engages employees and supports their financial health.

Northstar

Features

Financial health assessment

One-on-one financial coaching - virtual

Goal setting and tracking

On-site group workshops

Not Provided.

Why We Picked Northstar?

Northstar offers coach matching, virtual one-on-one sessions with accredited coaches, on-site group sessions, and more. These are just part of the provider's comprehensive financial wellness approach, which also includes innovative fintech tools, financial automation, total compensation tools, and more.

By tailoring advice to unique needs and life stages, Northstar ensures that all employees, regardless of their financial background, receive the guidance they need to maximize their economic well-being and take full advantage of their employer's offerings.

Brightside

Why We Picked Brightside?

Brightside stands out through its commitment to alleviating financial stress for working families.

As part of the provider's human-first approach, employees can communicate with a dedicated financial assistant through the Brightside app, phone, or email. These financial navigators use proprietary behavioral science and economic models to provide just-in-time education and improve employees' financial health. They also provide immediate relief through emergency support, like establishing emergency savings, low-interest loans and credit building, and emergency assistance programs.

For employers, Brightside's focus on financial health effectively addresses and alleviates common issues like high turnover, absenteeism, and related expenses.

InvestCloud

Features

Financial health assessment

One-on-one financial coaching - virtual

Goal setting and tracking

Budget tool