Money Coaching

CLC, the leader in financial coaching / education, legal referrals & identity theft protection, provides financial classes in combination with individualized telephonic financial coaching to create ownership and accountability in implementing the concepts learned in class.  CLC’s staff financial coaches have successfully led hundreds of thousands of individuals through financial behavior improvement.

In our Ask a Planner Day sessions, participants meet one-on-one with an on-staff Certified Financial Planner™ and receive invaluable guidance and planning around their most crucial financial issues and goals. All participants receive unbiased guidance and a personalized action plan that details the steps they need to take to reach their financial goals along with resources and financial modeling tools to help them reach their goals, and all without a sales pitch. The Financial Helpline service provides employees and members with ongoing financial coaching and guidance from unbiased Certified Financial Planners™. The service allows employees the ability to work with either the same financial planner, at their convenience, whenever they need expert guidance and support. Unlimited usage allows employees to get as much guidance as they need, on their time, at their pace.