Money Mentors

It can be tough to stay on track with your financial goals. Work with a financial coach and attend group sessions to make progress. The goal of Money Mentors is to support you in changing behaviors, reducing barriers, and creating positive, long-term financial habits.

The Money Mentors Financial Health Challenge Begins March 4th. Scroll to the bottom of this page to learn more.

How It Works

If you’re ready to learn more, fill out our interest form to answer some basic screening questions. From there you’ll receive an invite to attend a brief virtual orientation session to make sure the program is the right fit for you. Once in the program, participants meet with their coach and attend peer sessions once a month each, for at least 6 months and up to 24 months. 

Whether you’re ready to get started or just want to learn more, the interest form is the first step!

One-On-One Sessions

Coaches and participants meet virtually or in-person to discuss individual goals and progress.

Peer Sessions

Participants meet together virtually to learn about financial topics, share best practices, and support each other.

Create A Plan

A coach is someone who will listen, hold you accountable, and cheer you on to the finish line. They will first listen to understand the whole financial picture, then help you get started and create a plan to get where you want to go.

Stick To It

Let’s face it, getting to your goal is a lot easier and a lot more fun when someone’s there with you, cheering you on and keeping you on track.

Make Change Happen

Reach your dreams. Boost your credit, eliminate debt, increase savings, increase your income, control spending, or whatever your goal may be.

  • Tell you what to do or how to do it
  • Presume to be an expert in your financial situation
  • Offer financial counseling or advice
  • Help with investments, bankruptcy, wills, or trusts
  • Negotiate with creditors about your debt
  • Can you name a financial goal you want to reach?
  • Are you willing to invest time and energy to reach your financial goal?
  • Are you willing to potentially make tough decisions to improve your financial situation?
  • Are you willing to communicate regularly with a financial coach?
  • Do you make less than $55,000 a year as an individual or $75,000 as a family?

Money Mentors Tips

How It’s Made a Difference
“Money Mentors has changed my life…and the decisions I make each day.”

Money Mentors Financial Health Challenge

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Spring clean your finances with our 8-week Financial Health Challenge!

We know it can be tough to prioritize financial to-do’s. We want to make it easier by providing some guidance and a community of support. We hope that after this spring cleaning challenge, you feel more confident in at least one aspect of your financial life!

  • Receive weekly emails with the task of the week, plus access to the Financial Health Challenge website with tips and resources for each task
  • Pop into weekly virtual sessions throughout the challenge for extra support and guidance
  • Decide as you go which weeks to participate based on what’s right for you
  • Get virtual badges and entry into a weekly drawing for a prize after answering questions about the weekly task
  • Complete all 8 weeks to get a Visa Gift Card