skip to Main Content

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.

Learn more →

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

Learn more →

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-Thurs; 9:30 AM – 12 PM EST Fri

Learn more →

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

Learn more →

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

Learn more →

Back To Top