At BALANCE, we understand that financial coaching often goes beyond basic money management and credit and can involve navigating complex scenarios, such as student loans, home foreclosures, and identity theft.

We can create a coaching relationship with you in which we handle certain financial scenarios that may require specialized expertise. You can decide which topics your staff discusses and which topics they transfer to us. Or we can simply be available as back up when your team gets busy and appointment wait times get longer than you’d like.

The Coach-to-the-Coach Support Program empowers your financial coaching team with the resources and expertise needed to tackle even the most intricate financial situations. By leveraging this program, you can enhance your team’s capabilities, elevate member satisfaction, and demonstrate your commitment to comprehensive financial support. 

We look forward to partnering with you to further enhance the impact of your financial coaching initiatives.

Ready to learn more? Send us an email!