You schedule annual check-ups with your doctor and car mechanic. Why not review your finances with a fun, judgment-free Financial Coach?
Lea, our financial coach, will provide you a Free Financial Check-Up. A Financial Check-Up measures your current progress towards achieving improved financial fitness. Lea will get to know you and your unique situation before making any suggestions.
Lea has decades of financial counseling expertise and speaks without using financial jargon. After your first conversation, Lea will provide advice tailored to your unique goals and situation. Like any great coach, Lea will occasionally give you a friendly nudge and encouragement to stay on track.