Virtual Financial Coach

Virtual Financial Coach

We all want to make the best financial decisions, but sometimes that can be tough. With Lea, your Virtual Financial Coach, those decisions just became easier. Lea is there to provide financial advice when you need it, along with an action plan to help you achieve YOUR financial goals.

Lea is there to help people just like you who are looking to improve credit scores, pay down debt, move forward after a credit decline, and build healthy financial habits. Virtual Financial Coach offers a free, secure, and personalized experience 24/7.

Virtual Financial Coach: Advice by GreenPath, Powered by eGain

Why use a Virtual Financial Coach?

Virtual Financial Coach delivers bite-sized personalized action steps along with motivational nudges to keep you on the path to success.

  • Personalized. The Virtual Coach helps create a personalized action plan based on your conversation that meets your specific needs and goals.
  • Proven. GreenPath uses its 60 years of experience successfully counseling millions of Americans while utilizing eGain's award-winning technology.
  • Helpful. Offers judgment and jargon-free advice, with easy to take actionable steps that will help guide you to financial success.
  • Accountable. Virtual Financial Coach holds you accountable by sending ongoing behavioral nudges to encourage and celebrate your progress.

How Does the Virtual Coach Work?

Simply start a conversation with Lea, the Virtual Financial Coach, answer a handful of questions that help explain what your overall goal is. The Financial Coach will then provide you with a personalized action plan that will guide you step-by-step to achieve that goal.

Who Should use a Virtual Financial Coach?

Virtual Financial Coaches are a fantastic resource for all members, as it creates a personalized action plan for your goals.

Lea can be a valuable asset for those who have just been recently declined a loan due to bad credit. Lea will help you pinpoint why your credit score lacked and can help create a plan to improve your credit score for the next time you apply.

Great for younger generations looking to build/learn about credit in a friendly yet familiar digital environment.

Ready to get started?