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Most of us already know what we need to do to improve our financial situation.

Where we get stuck is figuring out how.

That’s where a one-on-one session with a coach can help.

Discover your beliefs about money
Create an achievable goal and action plan
Develop a spending plan you can live with
Make a realistic plan for paying down debt
Estimate retirement income and spending

Meet with one of our financial coaches for a 20-minute session.

Questis is provided by your employer at no cost to you. We will never try to sell you products or surprise you with hidden fees.

Kiameshea Prewitt, AFC®, CCRS™

Lead Financial Coach

Kiameshea specializes in preparing for new life events, like starting a new job, getting married, buying a home/moving, and becoming parents.

Available 9 AM- 1 PM EST Mon – Fri.

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Kimberly Esse, CTP, AFC® Candidate

Kimberly has experience in the corporate finance and employee equity spaces and helps clients navigate some of life’s biggest financial events including student loans, housing, spending & savings plans.

Available 4 PM -8 PM EST Mon-Thurs; 10:30 AM – 2:30 PM EST Fri

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Lynn McHann, AFC®

Lynn has a master’s degree in Health and Human Development with a concentration in Personal/Family Financial Planning and especially enjoys working with people who are nervous or unsure about their financial wellbeing.

Available 9:30 AM – 2 PM EST Mon & Wed; 12 PM – 4:30 PM EST Tues & Thurs; 9:30 AM – 12 PM EST Fri

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Martha Brown Menard, PhD

Behavioral Research Scientist & Head of Financial Coaching

Dr. Menard especially enjoys working collaboratively with clients to create realistic spending and debt repayment plans, as well as retirement income and spending plans.

Available 2 PM – 5 PM EST Mon-Fri

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Mark Miller, CFP® & AFC®

Mark seeks to empower his clients with the knowledge and skills they need to make informed financial decisions, whether it’s foundational skills like creating a household budget and building credit, or more complex topics such as saving and investing.

Available 6:30 PM – 9:30 PM EST Mon-Thurs

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Diana Yacob, AFC® & FFC®

Diana has a master’s degree in Personal Financial Planning. She has a lot of experience helping clients out of substantial debts, specializing in strategic planning when there is not enough money for expenses and debts. She also enjoys assisting clients in building credit through long-term and short-term strategies.

Diana is bilingual — if you prefer to have your coaching session in Spanish, she is happy to accommodate.

Available 12 PM – 2 PM EST Mon-Fri

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