Question 1

How much does this cost?

Accepted Answer

Your first session is free. After your intro session, you can make a one-time payment of $125 for two more sessions and a personalized action plan.  Here’s what you’ll get with your two sessions:   An expert checkup to review key areas of your financial health A personalized spending plan to help you budget, pay off your debt and build an emergency fund An analysis of your current spending and saving habits A step-by-step action plan to help you reach your goals

Question 2

How many sessions do I get?

Accepted Answer

Our primary coaching package includes two coaching sessions, up to one hour each. If you need additional support after you complete the two initial sessions, you can add additional sessions as needed.

Question 3

Is there anything you don’t cover?

Accepted Answer

We don’t cover the following: Investments
We aren’t wealth managers or investment advisors, so we don't invest your money for you or provide advice on specific securities (like individual stocks or bonds) to invest in.  Business finances
We don’t give financial advice for businesses or do any money management for businesses. We only work with individual people on their personal finances. (For bookkeeping support, contact our friends at QuickBooks Live.) Retirement portfolios
While we can offer strategies to prepare for retirement, we can’t optimize portfolios for people who are getting ready to retire soon. Finances outside the US
Our coaches are trained to handle finances in the US, so we don’t currently offer coaching to people living in other countries or with foreign income. Other specific advice
We don’t give specific legal, credit repair, debt management, or tax advice.  What we will do is educate you on the financial landscape so you can make informed decisions.

Question 4

Who are your financial coaches?

Accepted Answer

We only hire accredited coaches who demonstrate expertise in financial empowerment. They meet our professional financial planning standards, and many have credentials like CFP®, CPA, and AFC.

Question 5

How do I know this is trustworthy?

Accepted Answer

Mint Coach is offered by Intuit, the financial platform trusted by millions to file taxes (TurboTax), manage small businesses (QuickBooks), and handle personal finance (Mint). At Intuit, we work hard to safeguard your data and protect your privacy. Learn more about our security practices at https://security.intuit.com/security-practices and our privacy practices at https://www.intuit.com/privacy/statement/.

Question 6

Do I have to do a video session or can I do a call instead?

Accepted Answer

We encourage meeting face-to-face! We’ve seen that building a personal, trusting relationship with your coach brings the best results. If you still prefer to chat via another method, our coaches can connect with you over a voice-only phone call. Just let them know after you schedule your first session.

Question 7

What makes this service different?

Accepted Answer

Our mission is to make financial support available to as many people as possible, so we’ve focused on two areas:  Pricing: Mint Coach is more affordable than other financial support programs because we’re powered by Mint’s data handling and automation. Your coach gets the most accurate and efficient read on your finances through your Mint account, which means they can dedicate more of their time crafting your plan.  Coaching: We help you find true financial peace of mind by offering guidance that flexes to you and your needs. Our coaches are all about you, so they keep your goals in mind to identify any opportunities or tradeoffs that can help you get there.

Question 8

What if my financial situation changes dramatically?

Accepted Answer

Life happens, so our plans are designed to adapt to your situation. Our experts are experienced in helping people overcome unexpected challenges, and our goal is to help you learn the strategies to become financially resilient and navigate any circumstance.

Question 9

When will I be charged?

Accepted Answer

You’ll be charged only when you decide to continue beyond the free intro session (before your coach helps you create your personalized plan).

Question 10

How does this service work with the Mint app?

Accepted Answer

Your Mint coach helps create your expert-crafted plan based on your real spending data, securely shared via your Mint profile.  You also gain access to the My coach tab—an easy, one-stop shop for scheduling coaching appointments, viewing your next steps, and messaging your coach directly.

Get guidance for today, confidence for tomorrow

Connect with a Mint financial coach to get a personalized plan that’ll help you gain financial savvy and achieve your goals.

Watch Mint Coach in Action

Your free 15-min intro with a personal finance coach will dig into your values and detect barriers to your goals.

Here’s what to expect from your coach

See where your money and goals stand

Your financial coach unpacks what’s going well, what can be improved, and what’s next.

Have a decision-making ally by your side

Making a big purchase? Figuring out a budget? Your personal finance coach helps by getting to know you and your finances.

Get a personalized plan for what matters to you

Spend smarter and save more, without losing sight of your values, with an expert-crafted plan.

Joan D

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