Financial coaching provides access to financial professionals for guidance and counseling to achieve personal financial goals.
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Financial Coaching Q4 2023Q4 October 2023: Winners
List of the top 20 Financial Coaching in Shortlister as of October 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
LearnLux is the trusted workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals for US and Global workforces. LearnLux's award-winning program equips ... View Full Profile
To enhance our digital platform Best Money Moves offers Money Coaches. The Money Coaches are accredited by the National Foundation for Consumer Credit, US Department of Housing, US Department of Education and the US Trustees. They do over 100,000 sessions ... View Full Profile
Some individuals who seek financial advice or educational information may prefer verbal interaction, which is why we have incorporated a financial wellness call and chat center for users to speak with our representatives one on one. Employees will have access ... View Full Profile
Sometimes employees need education in a private setting. Maybe they are dealing with a financial issue that they don't want to discuss in front of their peers. This is where our financial coaching program comes in, it always employees to talk to a CFP ... View Full Profile
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Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial counseling in small settings. Now over 30 years later, Ramsey offers his life-changing message as host of The Ramsey Show, 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
FinFit was established in 2008 and currently services over 500,000 organizations across the United States. As the most comprehensive employee financial wellness solution in the country, we believe we’re better together. We believe in the power of elevating ... 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
Empowering employees to take charge of their financial future, MSA (My Secure Advantage) is on a mission to transform financial stress in the workplace, one employee at a time. Our holistic financial well-being program blends 1:1 telephonic financial coaching ... 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
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
Marquee Health provides clients with an outcomes-driven suite of health and wellness services that support the improvement and maintenance of a healthy lifestyle... View Full Profile
Your Money Line is the employee financial wellness benefit offering unlimited 1:1 human money coaching, world-class education, and AI-powered software—so your people live worry-free financial lives. Our human coaches are available 12 hours a day/5 days a ... 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
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.
