Financial Coaching: a Financial Coach's role it is to understand a client’s current situation through analysis of their finances; uncover their goals / needs; define clear objectives; prioritize steps; provide education, guidance, and accountability; and support clients to work toward a state of financial wellness and security.

Daily Money Management: a Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals, older adults, people with disabilities, and busy professionals or high net worth individuals. Personal financial services include taking care of daily money matters such as bills, budgets, record keeping, public notarization and much more.