You might have questions, we get it. Here are some FAQs so you can learn more about us.

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What is coin financial?

Coin Financial is a convener and resource for young women of all colors and backgrounds who are looking to take control of their financial journey. We leverage our know-how and our powerful network of financial experts to help guide and lead you toward financial success. As your partner and accountability sisters, we help ensure you know the basics so you can make the most of your finances – no matter how much money you bring in.

what is financial success?

We believe financial success is the freedom that you achieve with realizing your financial goals. If you are able to pay your bills on time, decrease debt, and still treat yourself to dinner out (here and there), that’s financial success to us. Having a handle on your money and knowing how to manage, balance and save it strategically is most important – no matter how much income you bring in.

So, I don’t need to provide you with my personal financial information?

Nope. Our goal is to give you the tools you need so you can count your coins properly yourself. However, if you’re looking for someone to help balance your 401K or create a personalized stock portfolio for you, we can put you in touch with one of our 10+ financial experts. Our network of experts have years of experience and are credentialed in specific areas of finance. You can check them out here. Sign up for a one-on-one consultation today!

what is an accountability partner?

An accountability partner (or sister, as we sometimes like to say). is someone who shows mutual respect, keeps you honest and helps you move through your journey toward financial success. We are committed to helping you succeed. We will check-in on your progress, help answer any questions you have, and point you in the right direction if you’re unsure of where to start. At the end of the day, you are much more likely to take action if someone is taking note and tracking your goals, but also coaching you and cheering you on along the way.

how long are your workshops and how often do you holD them?

Our in-person workshops are 45 minutes to one hour-long depending on the topic. We understand we’re all leading busy lives, so none of our workshops last longer than one hour. Following every workshop, we offer the opportunity to network with like-minded individuals. There’s usually food, music and drinks because networking and learning shouldn’t only be in a classroom setting. Plus, we believe great conversations happen over full tummies and a cocktail. :)

WHERE DOES THE CONSULTATION TAKE PLACE?

That depends on the financial expert of your choosing. Most will do it virtually over the phone, but if you’d like to meet face-to-face, we can certainly set that up as well. We want your experience to be personalized, not a “me too”, so whatever works for you...works for us.