Question 1

Why does your service cost this much?

Accepted Answer

We only hire certified and credentialed experts and coaches to deliver the best experience and recommendations for you—and our prices are still some of the lowest in the industry. Working with a CFP® can cost up to $5,000, but we’re able to offer this service at a lower cost because of Mint’s industry-leading automation and data handling. Instead of crunching numbers in a spreadsheet, our coaches and experts are able to spend 100% of their time working with you and crafting a great plan.

Question 2

How many sessions do I get?

Accepted Answer

It depends on the plan you pick! Just remember—the number of sessions isn’t as important as you might think. In our testing, we’ve found the magic number of sessions that works for each package so that our coaches and experts can deliver a fantastic action plan without overwhelming your schedule.

Question 3

Is there anything you don’t do?

Accepted Answer

We aren’t wealth managers, so we don't invest your money for you or provide advice on specific securities (like individual stocks or bonds) to invest in. We also don’t give legal, credit repair, debt management, or tax advice. What we will do is educate you on the investment landscape so you can make informed decisions.

Question 4

How do I know your service 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 finances (Mint). When you use the Intuit platform, you trust us with your personal and professional financial info. We safeguard that data and protect your privacy with industry-leading technology and practices. Learn more about our privacy policy here.

Question 5

Who are your certified coaches and financial experts?

Accepted Answer

Our Mint coaches are habit pros, ready to help you get to the “why” of your financial goals to help you achieve them quickly. They work with our number-crunching team of financial experts to come up with a plan that adds up and that you’re excited to make progress on. We only hire coaches and experts who are vetted by the leading governing bodies in their respective fields. For coaches, that means a certification or credential from the International Coaching Federation, or ICF. For financial experts, a range of credentials including CFP®, CPA and AIC.

Question 6

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

Accepted Answer

We encourage virtually meeting face-to-face to build that personal, trusting relationship with your coach—that’s what brings you the best results! But if you prefer to chat via another method, our coaches are happy to connect in any way that makes you feel most comfortable. Just let them know after you schedule up your first session.

Question 7

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 8

When will I be charged?

Accepted Answer

You’ll be charged at the beginning of the service, before your coach and expert team create your plan for you.

No suits.
No judgment.
Just solid financial coaching.

You’re more than a bank statement. Our financial coaches look at your full picture to help you achieve your goals. See if coaching is right for you with our 2 minute quiz.

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Here's what you get

Personalized 1-on-1 coaching sessions

Your coach finds ways to help you align your financial goals and actions with what you care about most.

Your custom goal-oriented action plan

Your coach teams up with a financial expert to assess your finances and find the areas with the most impact for your custom step-by-step action plan.

A full year of expert support

Your coach is just an email away for a full year after completing your sessions so you can tackle your plan with confidence and get help when you need it.

Plus and Annual packages only.

Stay tuned! Mint Financial Coaching is in its pilot stage–we're thinking up new features to help you reach your goals every day.

No sales, just expert coaching

We’re a financial coaching service powered by human coaches and experts. We don’t work on commission and never sell you products. We craft goal-driven plans with your best interest in mind.

Ready for financial coaching?

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No suits. No judgment. Just solid financial coaching.