Overview
In addition to mental health coaching, Modern Health offers financial coaching. Financial coaching helps you build healthy financial habits, create plans, set goals, reduce debt, and manage money-related emotions. Coaches are not certified financial planners and do not provide specific financial advice, CPA services, or tax advice.The focus is on improving overall financial well-being rather than offering detailed financial product guidance.
Match With a Financial Coach
Modern Health financial coaches are trained on a standard set of coaching techniques to provide high-quality financial well-being coaching to all of our members across the globe. The purpose of financial well-being coaching is to provide members with healthy habits around finance. Please kindly note that these Modern Health coaches are not certified financial planners and hence they cannot assist with financial products like 401K, mutual funds, etc. or give any type of personal financial advice.
Modern Health members have used their coaching sessions to focus on areas such as:
- Building a financial plan
- Addressing spending habits
- Creating short and long term financial goals
- Reducing debt
- Processing emotions related to money
After their coaching sessions, Modern Health members have described feeling:
- More in control of their money and habits
- Genuinely cared for and listened to
- Empowered to make decisions and take action
- More knowledgeable about financial strategies
If you have any further questions on what financial coaching offers, please submit a request at the top right of the browser and our Care Team will assist you.
Note: Financial coaching through Modern Health does not provide CPA services or tax advice.