Explore your goals.
Your coach helps pull your true self forward as you explore the goals most important to you.
We believe life guidance should be available to anyone who wants it, and the advice you get will not be generic.
What’s in it for the bank, you ask? Well, coaches can’t sell you anything. But our hope is as you achieve your goals, you’ll invest more in yourself via our products. Get answers to the most frequently asked questions.
With backgrounds in psychology, education or related fields, coaches are trained to help you with things like sticking to a budget, building your career, pursuing a passion, or starting a business, to name a few.
Ready to dig in? Use our interactive calendar to schedule a 60-minute virtual session with a coach to start your journey. Having trouble deciding or scheduling? Fill out this form and we’ll help you get started.
With a business consulting background and 20 years of service in the U.S. Air Force, Walter helps entrepreneurs and families prepare for the future.
Nicole loves helping people and families take a holistic view of their life and goals, helping them talk through their dreams, ideas and perspectives.
From budgeting to homebuying to career growth, Marta helps people identify obstacles and tackle them in smart, practical ways.
From college students finding their way to adults considering a significant change, John helps clients understand where they are now and take steps toward the future they desire.
Jill loves tough questions, helping clients tap into creative and critical thinking skills to look beyond the obvious. She is a U.S. Navy veteran with experience in corporate human resources.
With a background in executive coaching and leadership strategy, Eddie will help clarify your needs, identify and address the obstacles holding you back and create a plan for accomplishing each goal.
With 30 years of banking experience and small business development, Ana can help you pursue your passions like growing a business or gaining control of your household finances. También habla Español.
As a professional writer with a background in personal finance, budgeting and debt, Tim helps clients balance passion and practicality, big dreams and measurable action plans.
With a background in college and career counseling, Barry is an empathetic and reliable accountability partner ready to help with the long-term goals, like buying a home or saving for something big.
After 30 years in banking and wealth management, Lisa became a coach to connect more deeply with the motivation and meaning behind her clients’ goals.
Coaching is for anyone looking for life guidance and advice. It’s for anyone who’s ever thought about goal-setting and planning but didn’t know where to start or hasn’t done much about it.
Maybe you’re looking to save for college. Or, you may just be starting out in your career or starting a business. Perhaps you and your partner want to buy a house or need help planning for retirement. Whatever you’re looking for, you have a personal connection to an expert and can get the help you need.
Goals coaches are neither bankers nor financial advisors. With backgrounds in psychology, military, education or related fields (and in some cases, financial services), coaches are professionals who bring experience to different life stages and are trained in behavioral science, helping you focus on positive habit change toward your goal. Whether you want to manage debt or save for the future (including retirement), they can help you set milestones and events so you can see your progress. Plus, you get that human touch to help you stay motivated.
Coaching sessions provide access to professional and personalized advice for you for free. Our coaches help you learn how to achieve your personal finance goals so you can apply insights toward achieving more goals into the future. If you find while exploring your goals that you’d like to talk with a financial planner or advisor, your coach can help you connect with one.
You can meet with a coach solo or bring someone special. This session is a space free from judgment to ask questions and get answers in real time. You and your coach will spend an hour, virtually or in person, identifying goals important to you and when you want to reach each of them. You’ll organize and place these goals on an interactive, digital timeline. This will give you a greater understanding of how your goals relate to each other so you can take the necessary steps toward greater financial wellness and, ultimately, your best life.
No, there are no requirements but you should have a general idea of your current financial situation. Whether or not you already have your goals in mind, find the right coach for you and either schedule a 15-minute call to learn more or go ahead and book your 60-minute coaching session online. If you’re still not sure what to do, fill out this form and we’ll help you get started.
Yes. Depending on your session, we'll calculate how achievable your goals are and you’ll receive a personalized Goals Readiness Report. In a second session, either done in-person or virtually, your coach will help you make an action plan to achieve your goals. Some goals may require more help to achieve and your coach can connect you to the right people. If you choose, you can have an ongoing, supportive relationship in attaining your goals.
You can see availability for any coach you choose when you use our online booking tool. When you schedule a meeting, a calendar will open with available times for a 15-minute call or a 60-minute session and you select the one that works best for you.
There’s no catch and no sales pitch. Coaches can’t promote or sell you anything. This service is just one way we help our communities and anyone who wants to learn more about financial wellness to reach their goals.
Anyone can get financial tips online. The difference here is the personal connection you get when someone is there to answer only your questions. You get real talk in real time. Does this help the bank too? Sure it does. Because the more we learn about you – what you want out of life, what motivates you, your worries and dreams – we can continue to improve and innovate to help you, and people like you, achieve your goals.