Money Coaching

CLC, the leader in financial coaching / education, legal referrals & identity theft protection, provides financial classes in combination with individualized telephonic financial coaching to create ownership and accountability in implementing the concepts learned in class.  CLC’s staff financial coaches have successfully led hundreds of thousands of individuals through financial behavior improvement.

In our Ask a Planner Day sessions, participants meet one-on-one with an on-staff Certified Financial Planner™ and receive invaluable guidance and planning around their most crucial financial issues and goals. All participants receive unbiased guidance and a personalized action plan that details the steps they need to take to reach their financial goals along with resources and financial modeling tools to help them reach their goals, and all without a sales pitch. The Financial Helpline service provides employees and members with ongoing financial coaching and guidance from unbiased Certified Financial Planners™. The service allows employees the ability to work with either the same financial planner, at their convenience, whenever they need expert guidance and support. Unlimited usage allows employees to get as much guidance as they need, on their time, at their pace.

The Financial Wellness Group offers employers a low cost-high return employee financial wellness program as an employee benefit that strengthens employees and improves the organization’s bottom line. It provides a personalized implementation system for each employee and education in “bite-sized” Web or DVD pieces that employees can learn and implement one step at a time and then review as needed.   Through the financial wellness training and tools, employees learn to create a spending plan, eliminate unwanted debt, participate in employer’s flexible benefit program, and re-direct money every month toward saving for retirement and other important priorities. The Financial Wellness Group commitment is to help employees become financially stronger, resulting in a healthier bottom line for your organization!

LFE’s Money Coaches answer employees’ specific questions at the time they are making financial decisions on more than 200 financial topics. Our highly-trained CWMC-Certified Coaches have previous expertise as CFPs, CPAs, mortgage lenders, credit counselors, bankers, realtors, insurance specialists, RIAs, travel agents, healthcare & eldercare advisors, and college financing experts. No advice is given, we sell no products, and every e-mail response is documented to reduce liability exposure and provide ongoing e-learning education for employees.