Get more with 1-on-1 financial coaching^
No one should have to figure out their personal finances all on their own. Empower your employees with Questis Financial Coaching to help them make the most of their paychecks.
How Questis Financial Coaching works^
1. Select a Coach
Compassion, diversity, and a variety of personal finance expertise are coaching qualities Questis promises to deliver. Employees can choose their coach based on availability or area of expertise.
2. Schedule a session
Employees can schedule their initial deep-dive whenever it’s most convenient for them. Recurring sessions are encouraged for continued growth and empowerment.
3. Discover the potential
Questis Coaches will work with your people to clarify goals and create a plan to reach them. They’ll learn the basics of personal finance and address problem areas once and for all. Coaches will keep your team on track with periodic check-ins and celebrations.
Meet our coaching team^
Questis Coaches are Accredited Financial Counselors®, the gold standard for financial coaches. As fiduciaries, Questis Coaches are committed to doing what is best for your employees. When your people work with an AFC®, they receive financial education and guidance specific to their unique situation, goals, and needs.
Financial Coach | AFC®
Finanical Coach | CTP, AFC® Candidate
Lead Financial Coach | AFC®, CCRS™
Financial Coach | CFP® & AFC®
Financial Coach | AFC®
Meet a coach^
100% of Questis Members are completely satisfied with their coaching experience.
Get to know a Questis Coach, today!
Our coaching experience^
Via 1-on-1 sessions, monthly workshops, self-paced courses, and a private online community, Questis Coaches bring knowledge, compassion, and active listening skills to help your employees explore options and create an action plan–together.
Fresh Financial Start
The Basics of Personal Finance
Social Security Myths & Facts
Psychology of Money
Budgeting + Spending
Private Social Network
See how coaching helped Sophia with her financial goals
Sophia, a struggling 35 year old paid off $25,000 of debt and saved an $8,000 emergency fund with the help of her Questis Financial Empowerment Coach.
I feel like I can see the light and I am making great headway thanks to Questis. I have set up auto-savings, reviewed my credit score, canceled subscriptions, and am tracking my spending. All really great stuff. I am confidently moving forward to a better place! :)”
Having the chance to hear you all talk about money every week has inspired me to have more frequent financial conversations. It’s so much easier when we talk about money regularly instead of only waiting until there’s a problem.”
Questis is a one stop shop for all of your financial needs.
I’m dealing with a tough financial situation with a family member, and my coach helped me think through the options. Her empathy and kindness made her easy to talk to about what was happening. I am thankful I had an objective person to talk to for another perspective.”
See coaching in action^
Schedule a 20-minute session with our Head of Coaching by selecting
“tell me more about coaching” in the contact form.