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Malika is a former educator and an AFC-certified Financial Coach with a passion for helping clients take control of their finances with clarity and confidence. She knows that managing money can feel overwhelming, so she breaks down complex concepts into simple, actionable steps. Malika has helped clients reduce debt, increase savings, and build financial habits that support their long-term goals. She also works to strengthen both her clients’ mindset and their relationships with money while ensuring the financial plan makes sense. As a real estate investor, Malika also supports clients through the home-buying journey, offering guidance and education to help them make informed decisions.
Kristin is an accomplished financial professional with a decade of experience helping clients build their financial literacy and develop practical money-management skills. She offers guidance across core financial planning areas including budgeting and spending plans, credit and debt management, home buying, retirement planning, and saving and investing. Leading with empathy, Kristin creates a safe, judgment-free space where clients can openly explore the motivations and stressors behind their financial decisions. Her approach empowers individuals to make meaningful changes that strengthen their financial well-being and support their goals.
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Jodi is an Accredited Financial Counselor with a Master's certificate in financial therapy. Her passion is to help her clients make sense of their finances by removing overwhelm and stress and making money management easier.
Jodi is proud to have helped hundreds of people set and reach their financial goals over the years. She's also a 20 year Air Force veteran and understands the unique challenges of navigating civilian finance as a veteran.
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Barbara is an Accredited Financial Counselor (AFC®) and has over 20 years of experience in the financial services industry. She loves helping clients reach their financial goals and find financial peace of mind. She has helped thousands of people create and stick to a budget, get out of debt.
Barbara is also Bi-lingual in English and Spanish!
Mia is an AFCPE trained financial counselor and educator, with 19 years of full-time entrepreneurship who thrives on helping people set meaningful goals and gain crystal-clear financial clarity. Known for her creative, solution-focused approach, Mia loves brainstorming and exploring every possible path to make those goals happen.
Through her work, she provides individuals personalized coaching that turns ideas into action to inspire lasting financial confidence and sustainability.
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Melissa is an Accredited Financial Counselor. She loves helping clients dig deep into their personal finances to gain a better perspective of where they are, so they can make more productive financial decisions moving forward.
She enjoys the process of creating a financial plan and specializes in creating spending plans.
Danielle's mission is to teach clients how to become fully aligned with their finances by making gradual shifts in their mindsets.
She has experience working with individuals and couples who desire to earn more income, get rid of debt, and build long-lasting wealth. Danielle also has an MBA and a Bachelor's Degree in Accounting.
Shawn is a dedicated educator and financial coach committed to empowering individuals to achieve their financial goals.
Having seen the transformative power of effective credit repair, debt management, and financial education in his close friends and family members' lives, Shawn recognized the need to share these tools with others outside his immediate circle.
Connect with your certified financial coach to help you navigate challenges, achieve your goals, and take control of your financial future.
Navigating the complexities of personal finance can be overwhelming. Questis connects employees with expert coaches who offer actionable advice, real-world solutions, and encouragement every step of the way.
Every Coaching session is completely FREE!
You have unlimited access to our AFC Certified© Coaches to help navigate personal finances, benefit choices, and so much more!
Financial Advisors usually give advice or specific recommendations about investments, like what investments or mix of investments someone should have based on their age and goals. Retirement plan advisors usually give advice about 401(k)’s.
Financial Coaches work with clients on managing their money day-to day and month-to-month—the basic stuff that people often need help with. Coaches can help clients clarify their financial goals in addition to retirement. Coaches focus on helping cleints build a better relationship with money and positive financial habits to help them reach their goals, both shorter term and longer term.
Your coach will take time to better understand your individual situation and work with you to craft a realistic action plan. We'll move at your pace, with the expertise of an AFC Certified© Coach.
There's nothing you need to do to prepare! Just come ready to share and your coach will ask the right questions to better understand your situation.
No! You can meet with your coach as often as you like.
We typically prefer online video conferencing. But we can also do phone calls if that works better for you.
Yes! Most coaching sessions are outside of work hours, so an employee can involve their spouse or just to have the comfort of talking about finances at their home.
Yes! Each employee can choose their own coach. If they like that coach, they can keep meeting with the same person to develop more trust and a better coaching experience.
Absolutely! We recommend spouses and even entire families meet together. It's better when everyone's on the same page when it comes to money.
