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:
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Establish a personalized budgeting plan that is easy and works for you and your family
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Improve savings habits
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Examine your credit history and give tips to improve if needed
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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!
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We will be your biggest cheerleader and accountability buddy!
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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
