Receive a Complimentary 30-minute Call with a CPFWC Financial Coach to Discuss Your Personal Finances
This 30-minute financial consultation call is dedicated 100% to helping and supporting you to improve your personal financial situation. No products will be offered or sold during this phone call.
After the call, you will receive information on how you can continue to work with a financial coach who is committed to helping you strengthen your finances by providing support, guidance, and education.
Complimentary Call to Help Strengthen Your Personal Financial Situation
During the call our Certified financial coach will first work to understand your financial situation and goals and answer any questions you may have. From that point, the coach will provide guidance and education and help support your efforts to work toward a stronger financial position.
Coaches are 100% dedicated and have fiduciary responsibility to you.
Your conversation is held in complete confidence; no information about you will be shared with anyone else.
The coach is bound by the Financial Coaching Standards & Code of Conduct – even on this call.
*This is Not to discuss NFEC Certifications or products. This call is for those wanting help with their personal finances.
Complimentary Consultation with a Financial Coach to Improve Your Personal Financial Situation – Schedule Here
*Please Note: If you are looking specifically for information on our coaching certification, or starting a career as a financial coach, please do not use this form.
Please click here for certification information or contact us by clicking here.
Receive a Complimentary 30-minute Financial Coaching Call
The National Financial Educators Council, a public benefits corporation, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and agents (referred to as “NFEC”) do not offer, recommend, or sell any financial products. The NFEC is a financial education company – all of the information is purely educational. The NFEC is not a financial adviser or licensed to sell any financial products. The NFEC does not and is not licensed to sell securities, insurance, investments, or any financial products. None of the information provided is intended as investment, legal, tax, insurance, or financial advice. The NFEC does not endorse any financial service companies, offer or solicitation of an offer to buy or sell, or provide an endorsement of any company, security, fund, or other offering. Every financial decision carries risk and results of our educational services always vary. The content is provided ‘as is’ and without warranties, either expressed or implied. The NFEC does not promise or guarantee any financial outcome from your use of our education or coaching services. Under no circumstances will the NFEC be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, advice, or other content. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, or other content.
Checklist: Preparing to Work with a NFEC Financial Coach
Checklist: Preparing to Work with a NFEC Financial Coach
Before your first meeting with your financial coach, go through the steps listed in this download to maximize the efficiency of the coaching process. Doing so will help the coach better understand your needs and goals, and develop a plan with you to help you work toward greater financial wellness.
