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The Personal Finance Experts You Can Trust™

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Featured In

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Money problems are more common than you think.

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Money problems are more common than you think.

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Financial stress affects individuals of all socio-economic backgrounds. It impacts worker productivity, breaks up marriages, and keeps people from achieving their goals – like finishing college, buying a home, starting a business, or saving for retirement.

We specialize in helping people improve their financial wellness and financial literacy skills, thereby decreasing their money-related stress.

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Closing the Wealth Gap

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A big part of our “why” is helping communities of color, women, and underserved populations who have long faced enormous savings and wealth gaps.

For us, the term “financial inclusion” isn’t just a trendy phrase. It’s about providing the necessary wealth-building knowledge, access and tools to people of all backgrounds. So we’re serious about supporting organizations that want to help close the wealth gap, and those that recognize that when you financially empower individuals and families, you build strong communities, a more equitable society, and a stronger nation too.

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Money impacts every area of people’s lives: their work, career, relationships, health and more.

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Lynnette Khalfani-Cox, The Money CoachⓇ
CEO and Co-Founder

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About Us

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We possess the unique ability to educate, motivate and inspire audiences of all types.

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Two decades of providing financial solutions have given us, and our clients, a track record of success.

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Trust is everything in financial services. We’re proud of our pristine reputation, and that we occupy a place of utmost trust among consumers and organizations alike.

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We know your audience’s financial pain points. We’ve worked on countless financial wellness initiatives for every type of organization…from nonprofits to Fortune 100 companies.

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We sell no products like investments or insurance, and we accept no commissions. So, our recommendations and advice are 100% based on what’s in the best interest of your people. Period.

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Money Matters

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After nearly 20 years in business, we know that everyone has different financial issues, needs and goals. Consequently, we offer content, curriculum, consulting and financial workshops across a broad range of categories, including :

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Insights

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