Strong financial health begins with building healthy financial habits

IDENTIFY your financial risks
PRIORITIZE your dreams and goals
BUILD long-term financial resilience
DEVELOP life-changing financial habits

Experience Financial Coaching tailored to your unique needs and preferences, via video, email or text.

What is your Financial Health Score (FiQ)?

Meet our Founder

Listen to Diana Morris, our Founder and Chief Financial Coach as she chats with Melissa about her experience as a client. Diana brings a wealth of financial health knowledge from 20+ years in financial services.

We Believe the Outcomes Speak for Themselves

“A pleasure to work with, a trusted advisor and someone who asks the right questions that led me to reaching the goals that are important to me.” Heather B.

“Diana shares helpful tips to break out of the cycle of living paycheck to paycheck and poor spending habits.” Whole Temple Podcast host, Kristin Pridgen.

Get Relevant Financial Health Tools & Resources

We listen to our customer’s most common financial questions and create practical resources to help them overcome obstacles and build better financial habits.