Coaching

• What’s the purpose of the Your financial picture questionnaire?
• What’s the purpose of the What is money to you? questionnaire?
• Do I absolutely have to answer the questionnaires at the start of the app process?
• How long will it take for me to get results if I follow the coach advice?
• Can I change strategies along the way?
• Can I talk to the coach anytime?
• Can the coach suggest products from a particular bank?
• How can I modify or personalize the objective that the coach suggested?
• How do I view my progress over time?
• How long does it take to define my strategy with the coach?
• Are my conversations with the coach saved so I can refer to them as needed?
• How often are the follow-ups with the coach?
• Can I make an appointment with a real person to discuss my financial situation?