Financial Coaches Provide Guidance to Help You Reach Your Financial Goals
Ocean Financial has six member-facing employees who can coach members to learn money management skills such as budgeting, saving or paying down debt.
During a financial coaching session, your coach will work with you to create a set of goals based on your current situation and personal preferences.
A financial coach will:
- Look over your monthly household budget and living expenses
- Work with you to create mutually agreed-upon goals
- Help you set a budget based on your goals
- Track your progress over time
- Answer your questions regarding saving and spending
A financial coach will not:
- Judge you for mistakes
- Invest in products on your behalf
- Give specific financial advice
If you are interested in speaking with a financial coach to help you determine or achieve some of your financial goals, please set up an appointment via email at guidance@oceanfinancial.org or by calling toll-free (833) 642-1645.