How can I talk to a Questis Financial Coach?
You can speak to your Questis Coach at any time using the live chat feature on the Questis website or schedule a 20-minute coaching session at your desired time. Coaches are available from 9am-9pm EST Monday through Friday.
How to schedule an appointment with a Financial Coach:
When you log into Questis, you will see the coach that you were assigned at registration at the top right-hand corner. Click "schedule an appointment" and then click "schedule a new appointment".
Afterwards, you will land on the coaches' page where you will scroll until you see the list of the Financial Coaches at the bottom of the page.
Once you see the list of the Financial Coaches, you can click on each coach to read their bio and what they specialize in. From there, you can see which coach is best fit to help you with your current needs.
All of Questis's financial coaches have a range of certifications including: Accredited Financial Counselor (AFC®), Certified Financial Planner (CFP®), Certified treasury professional (CTP), Certified Credit Repair Specialist (CCRS), and PhD. Each coach specializes in specific areas of personal finance such as: retirement, Social Security and Medicare strategies, self-directed investing, employee equity, and life events to name a few.