Savings Jar is a financial coaching marketplace where individuals and families can search for the services they need, quickly connecting with an experienced financial coach who can help them achieve their goals. We connect financial coaches with the individuals and families who need them most.
Financial coaches provide instruction and advice to help people eliminate unhealthy habits and establish better budget practices; but before they get started, they take a little time to understand their client’s unique routines and aspirations.
Set and stick to a financial plan
Improve financial behaviors
Support and resources
Client FAQ
What is financial coaching?
Coaching is a process to achieve set goals. In coaching, an experienced person called a coach aids a client in setting and executing a plan. The client drives this process. Financial coaching includes establishing financial goals and providing the accountability to reach or modify those goals.
Why financial coaching?
Coaching is one of the most effective ways to help people reach a financial goal. A financial coach provides the daily know-how and accountability needed to set and achieve financial goals. Like other types of coaching, there is always the opportunity to reach a goal and establish the next one. For example, a coach can work with a client to pay off student debt, then set a new goal of eliminating all debt or contributing to a retirement account.
What is financial wellness?
Individuals and families that reach financial wellness have achieved the following milestones:
Can meet current and future financial obligations.
Have fully-funded emergency funds to meet most financial emergencies.
On track to accomplish their retirement goals.
What is financialwellnes.coach?
Savings Jar is a financial coaching marketplace connecting individuals and families looking to reach financial wellness with a financial coach’s help. Financial coaches share a passion for supporting individuals and families to achieve financial wellness.
How do I get started?
At Savings Jar, our goal is to match clients with the right coach at the right price. The matchmaking process includes the following:
Choose your financial goal.
Get matched with financial coaches with expertise in that goal.
Schedule an introductory conversation with a coach.
Hire the right financial coach for you.
What is a financial coaching introduction call?
An introduction call is an opportunity for you and the financial coach to talk before any financial commitment. The intro call is an excellent time to learn about the financial coach’s experience, success stories, and process. You should discuss the financial coach’s rate and packages during this call. You and the financial coach need to ensure it’s the right fit.
Most coaches devote up to 30 minutes to the intro call.
What is the cost of financial coaching?
It’s free to create an account and set an intro call. The financial coaches set the coaching rate. Some financial coaches list their prices on their professional profiles.
How much does it cost to connect with a financial coach?
Nothing. It’s free to search and connect with a financial coach.
When do I pay for the financial coach’s service?
You pay for financial coaching following the intro conversation once you and the financial coach agree on a fee and start a professional relationship.
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