What employees can expect:

What is a financial coach?

A financial coach helps you create goals and actually stick with them so you’re not just dreaming about financial peace—you’re living it. A financial coach will walk you through the 7 Baby Steps, teach you teach you how to handle money the Ramsey way, and help you identify ways you can apply those principles to your personal goals.

Financial coaches often work with their clients over several sessions—focusing on anything from fine-tuning their budget and discovering your long-term goals to working through a real financial crisis.

Financial coaches are not financial advisors or certified financial planners.

What is the difference between one-on-one coaching and group coaching?

Group coaching sessions take place over Zoom with a Ramsey financial coach and other SmartDollar users. You don’t need to share any personal information during these calls—simply show up to a scheduled coaching call and learn with your group.

In one-on-one coaching sessions, a coach will listen to your questions and concerns about your specific financial situation. They’ll walk you through the 7 Baby Steps and help you identify ways you can apply those principles to your personal goals.

One-on-one coaching sessions are private and don’t involve other SmartDollar users. All information shared with a financial coach during a one-on-one call remains confidential. Spouses can also join one-on-one coaching calls.

How much does it cost?

It’s free. There’s no cost to you with your SmartDollar account.

How long does a coaching session last?

Group coaching sessions last for 50 minutes. You can attend more coaching sessions if you need more time or have more financial questions.

One-on-one coaching sessions last for 50 minutes.

Group Coaching

How does group coaching work?

Group coaching calls will cover a specific topic or provide space for you to ask questions. You’ll meet with a Ramsey financial coach and other SmartDollar users via Zoom to learn best practices for saving, spending and investing in your future.

You’ll have the opportunity to ask questions and learn from a coach in a supportive group setting. Active participation in discussion is encouraged for group coaching calls, but not necessary to attend—simply come ready to listen and learn.

Do I have to share personal information? Can I just sit and listen?

Sharing personal information isn’t required on group coaching calls. Just come ready to learn with your group!

Who are my group coaches?

Your group coaches are dedicated to your success! View their experience below:

• Justin Weaver: 8 years of experience
• Les Nienow: 29 years of experience
• Lisa Barber: 20 years of experience
• Tim Mann: 10 years of experience

One-on-One Coaching

How does one-on-one coaching work?

One-on-one coaching is helpful for anyone who has specific financial questions or concerns, or for someone who wants to get a different perspective on their financial situation. They’ll walk you through the 7 Baby Steps and help you identify ways you can apply those principles to your personal goals.

One-on-one coaching sessions are private and do not involve other SmartDollar users. All information shared with a financial coach during a one-on-one call remains confidential. Spouses can also join one-on-one coaching calls.

What if I need to cancel or reschedule?

You can’t cancel your coaching session, but you can reschedule up to 24 hours before the time of your session. View your session registration email for more information.

How do I book a one-on-one coaching session?

Find your preferred date and time on the calendar above and click Sign Up. We’ll email you a Zoom link, which you’ll use to join the session.

Can I do multiple coaching sessions with a coach?

Yes, you can schedule multiple coaching sessions with a coach.

What times are available to meet with a coach?

Coaches are available to meet during business hours, evenings and weekends. After you sign in, view available sessions and select a time that works for you.