Questis

We have had such great success partnering with Questis for our internal team, that we fully intend to share this solution with our valued clients. I appreciate the diverse options to choose from when selecting your financial coach as well as the ease and convenience when scheduling a coaching session. After speaking with my coach for only 20 minutes, I had a plan to work on new goals. She answered all of my questions during and after our session with the value extending to my family as we work through estate planning. The technology is a great supplement to coaching, with user-friendly accessibility and actionable next steps. I already had a plan in place but with a little guidance from Questis, I can be even better! I highly recommend this program for employers to offer to their employees. Even if you are on right track, they have resources available for you and your family to help with the rising financial stress of everyday life.