Financial coaching that makes a difference
Everyone can benefit from a financial coach. Savology coaches are experienced, understanding, and proactive in helping clients succeed with their money.
Why people need a financial coach
When someone’s financial life isn’t where they want it to be, a financial coach can help break the cycle. Here’s how:
Better Financial Outcomes
Individuals who work with financial coaches develop better financial habits, including borrowing less and saving more.
Personal Accountability
A financial coach will use their experience to help keep individuals accountable as they set and work towards their financial goals.
Less Financial Stress
Financial stress can have a significant impact on life. A financial coach can help people feel better about their money as they improve.
What does our coaching look like?
Holistic and personalized coaching
Our financial coaches work with people on an individual level and explore all aspects of their financial life.
Onboarding help to get you started
Our financial coaches can help each person set up an account, build a personalized plan, and learn to navigate the platform.
Ongoing support through chat and calls
Get help and support from our coaches any time by starting a chat or scheduling a 30-minute call.
Supported by world-class technology
Our coaches make our technology better, and our technology makes our coaching better.
Periodic check-ins to keep you on track
Our coaches will reach out to you periodically to review your goals and keep you accountable.
Here to help, not to sell
Unlike many planners out there, our coaches don't sell financial products. They are there to help people reach their goals.
Our Coaching Values
Experience
Our coaches are skilled professionals with CERTIFIED FINANCIAL PLANNER™, Accredited Financial Counselor®, or other relevant certifications to better serve clients. They have experience working with people from all walks of life, not just high net worth individuals.
Understanding
Our coaches listen well so they can better cater to individual needs. People should feel heard and supported. As our coaches seek to understand clients, coaches will help clients increase their financial understanding and provide more personalized recommendations.
Proactivity
Our coaches take a proactive approach to personal finance. This means they will reach out to see how they can help. Our coaches are also proactive in identifying opportunities to help people decrease risk, improve their finances, and prepare for the future.
Integrity
Our coaches are held to a high ethical standard. They are fair and objective in all interactions, and they always put client interests before their own. Additionally, they will strive to help clients be honest and stay accountable in their financial life.
