We believe in human potential. The power to change “I wish” to “I will” to “I did.” The power that comes from envisioning your future, even if the journey feels unclear.
That’s why U.S. Bank offers free goals coaching. A coach can help you explore what matters most to you, financial or not, and create a customized success strategy. Come prepared for a supportive, stress-free conversation about who you are, what you hope to achieve and clear steps you can take to build the life you want.
Your coach helps pull your true self forward as you explore the goals most important to you.
You'll partner with your coach to identify realistic, meaningful steps towards goal achievement.
Some goals may require more help to achieve. Your coach can connect you to the right people.
See what clients are saying about their goals coaching experience.
‟When my photography business slowed down during the pandemic, my coach asked the right questions and helped me figure out the road to take to reinvent myself.”
Kim
‟My coach is my accountability partner. We were on a two-year plan to save a down payment, and she helped us speed up the process.” (Corey is a U.S. Bank employee.)
Corey and Stephenie
‟Working with my goals coach has allowed me to see how setting goals works and why they’re important. I didn’t think it was possible to make these changes over the course of a year. My goals coach understood me. He didn’t have an agenda. He challenged me to get clear about my goals and be assertive with myself about what I wanted to achieve.”
Justin
Results are based on a survey conducted by U.S. Bank of more than 400 goals coaching clients from 2019 through 2023.
96%
of participants said it was worth their time.
94%
of participants felt more motivated to pursue their goals.
93%
of participants said their goals coach made them feel special.
We believe life guidance should be available to anyone who wants it. What’s in it for the bank? Our goals 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 more of the most frequently asked questions about goals coaching.
With backgrounds in fields such as psychology and education, our coaches can help you achieve what matters most to you, whether that’s sticking to a budget, building your career or pursuing a passion.
Ready to start your journey? Use our interactive calendar to schedule a virtual session with a coach.
“I’m a people leader and an inspirational coach with 20 years of banking experience. I have a passion to help others via self-discovery. I’ll guide you through setting a clear vision of your aspirations by helping you discover the confidence you need to achieve your goals, both personally and financially. I’m looking forward to getting started on your journey.”
“As a Certified Master Life Coach, I bring over 19 years of experience in banking, management, coaching and leadership to empower you in reaching your full potential. My coaching approach helps bring clarity and structure to help you make meaningful progress towards your personal, financial and professional goals. I’m here to guide and support you in your journey.”
“I’ve spent the last decade helping people reach their potential, as an educator and a coach. In the classroom I saw firsthand how the right mindset and support could change someone’s life. That’s why I became a coach. I provide clients that same powerful experience during our sessions, helping you overcome behavioral hurdles that’ve been holding you back. Allow me to help you take ownership of your story and write your next chapter.”
“I’m a Certified Master Life Coach with over 12 years of experience in the banking and financial service industry. One of my primary focuses is to help my clients bring clarity and structure to their goals, with measurable steps that lead to more desirable outcomes. I believe every person has the potential to become the best version of themselves so that they can live happy, fulfilling lives. I look forward to collaborating on what’s important to you.”
“I’m committed to helping you achieve clarity around your personal, professional and financial life. With a master’s degree in education, my background has been in career exploration, higher education and financial coaching. My approach to goal-setting and goal achievement is client-focused and helping you prioritize what truly matters in your life. Let’s work together to turn your aspirations into reality.”
Along with free coaching, we also offer webinars on goals-related topics. Recordings are available for you to watch whenever it’s convenient.
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. 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, behavioral science, education or related fields (and in some cases, financial services), coaches are professionals who bring experience to different life stages and are trained in goal achievement methodologies, 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, identifying goals important to you and when you want to reach each of them. You’ll organize and place these goals on your 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.
Yes. After your session, you’ll receive a goals discovery session summary. In the second session, you and your coach will collaborate to create an action plan to help you stay focused and on track 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.
