This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Financial Coaching
One-on-one Coaching
In person, over phone, email, or ZOOM – your accountability buddy is here!
With FREE one-on-one financial coaching you’ll get a no judgement, holistic approach to help you identify spending leaks and the best savings habits.
Learn how to:
-
Establish a personalized budgeting plan that is easy and works for you and your family
-
Improve savings habits
-
Examine your credit history and give tips to improve if needed
-
Our amazing Lending team will take a look at all of your current loans to see if there’s anyway we can help you save money!
-
We will be your biggest cheerleader and accountability buddy!
-
Plus more! We can work on whatever it is you want to work on!
Meet Our Coach
Kim Malette
Financial Wellness Coach
Kim works out of our Concord office and has been with the company since 2020. She has been coaching since 2014.
Kim has certifications from the Financial Social Work Program and Dave Ramsey’s Master Coaching Program.
(603) 224-7731 ext. 309
Class Schedule
December 2024
Avoiding Fraud Webinar 12/10/24
Tuesday, December 10, 2024
12:00 pm - 12:30 pm
Webinar: Concerned about fraud? Not sure if a call or email you just received is legit or not? Join us for this short webinar where we will give you some tips on how to prevent fraud, as well as information on the popular scams we are seeing.
Avoiding Fraud Webinar 12/19/24
Thursday, December 19, 2024
5:00 pm - 5:30 pm
Webinar: Concerned about fraud? Not sure if a call or email you just received is legit or not? Join us for this short webinar where we will give you some tips on how to prevent fraud, as well as information on the popular scams we are seeing.