Financial coaching that makes a difference
Everyone can benefit from a financial coach. Savology coaches are experienced, understanding, and proactive in helping you succeed with your money.
Why you need a financial coach
When your financial life isn’t where you want it to be, a financial coach can help you 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 you accountable as you set and work towards your financial goals.
Less Financial Stress
Financial stress can have a significant impact on your life. A financial coach can help you feel better about your money as you improve.
What does our coaching look like?
Holistic and personalized coaching
Our financial coaches work with you on an individual level and explore all aspects of your financial life.
Onboarding help to get you started
Our financial coaches can help you set up your account, build your 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 you reach your goals.
Our Coaching Values
Experience
Our coaches are skilled professionals with CERTIFIED FINANCIAL PLANNER™, Accredited Financial Counselor®, or other relevant certifications to better serve you. They have experience working with people from all walks of life, not just high net worth individuals.
Understanding
Our coaches listen to you so they can better cater to your needs. You should feel heard and supported. As our coaches seek to understand you, they will help you increase your 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 you decrease your risk, improve your finances, and prepare for the future.
Integrity
Our coaches are held to a high ethical standard. You can expect them to be fair and objective in all interactions, and always put your interests before their own. Additionally, they will strive to help you be honest with yourself and stay accountable in your financial life.
