?? Fisecal would like to welcome Dr. Ashlee Shands, Certified Financial Educator, to the growing community of innovative financial coaches who use Fisecal's streamlined, customizable coaching software to help people achieve their financial goals. ?????? As president and founder of Financial Haven, Dr. Shands said, "I started this organization after having to repair my finances with little financial literacy knowledge. My goal became to educate others on finances and to help close the wealth gap. I utilize my experiences working in healthcare to address financial illiteracy and its effect on the whole person." ?? If you'd like to learn more about Dr. Shands' services, visit www.financialhaveninc.org.
关于我们
Empowering financial coaches is our bread and butter. We know that the real magic is in providing services to low to moderate income communities, not maintaining tedious financial plans. Let us handle the latter, while your impact grows.
- 网站
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https://fisecal.com/
Fisecal的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 2-10 人
- 总部
- NYC,New York
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Personal Finance、Financial Software、Financial Advice、AdvisorTech、Financial Planning Software和Financial Planning Technology
产品
地点
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主要
US,New York,NYC,10019
Fisecal员工
动态
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Financial Coaches: You won't want to miss this opportunity to learn the fundamentals of effectively interacting with AI tools and to delve into practical applications for financial coaching. Join us on TODAY, Wednesday, June 5, 6:00 PM EDT, for a webinar with Fisecal's founder Lou Abrams, CFP?, to explore how AI tools can elevate your financial coaching practice. ? ? For more info and to register: https://lu.ma/niq7y5rc ? #financialcoaching #AI #financialcoaches #webinar #fisecal
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Financial Coaches: You won't want to miss this opportunity to learn the fundamentals of effectively interacting with AI tools and to delve into practical applications for financial coaching. Join us TOMORROW, Wednesday, June 5, 6:00 PM EDT, for a webinar with Fisecal's founder Lou Abrams, CFP?, to explore how AI tools can elevate your financial coaching practice. ? ? For more info and to register: https://lu.ma/niq7y5rc #financialcoaching #AI #financialcoaches #webinar #fisecal
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Financial Coaches: You won't want to miss this opportunity to learn the fundamentals of effectively interacting with AI tools and to delve into practical applications for financial coaching. Join us on Wednesday, June 5, 6:00 PM EDT, for a webinar with Fisecal's founder Lou Abrams, CFP?, to explore how AI tools can elevate your financial coaching practice. ? ? For more info and to register: https://lu.ma/niq7y5rc ? #financialcoaching #AI #financialcoaches #webinar #fisecal
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Financial Coaches: You won't want to miss this opportunity to learn the fundamentals of effectively interacting with AI tools and to delve into practical applications for financial coaching. Join us on Wednesday, June 5, 6:00 PM EDT, for a webinar with Fisecal's founder Lou Abrams, CFP?, to explore how AI tools can elevate your financial coaching practice. ? ? For more info and to register: https://lu.ma/niq7y5rc ? #financialcoaching #AI #financialcoaches #webinar #fisecal
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?? ?? Excited to announce that Fisecal has been invited to exhibit and pitch at the Massachusetts Banking Innovation Summit. ?? ?? Fisecal software: ???? increases engagement,? ???? improves cross-selling capabilities,? ???? generates high-intent leads, and? ???? positively impacts the member’s financial health. Fisecal empowers banks to become indispensable partners in their customers' financial journeys by generating personalized financial plans in seconds, helping individuals break the paycheck-to-paycheck cycle and achieve their goals. Fisecal's focus on underserved communities offers a unique approach to financial wellness that provides a competitive edge for banks in today's crowded, tech focused industry. I can’t wait to talk about this in more depth at the Summit! #Fisecal #FinancialPlanning #FinancialCoaching #MoneyManagement #WealthBuilding #FinancialAdvice #LifeBalance #Budgeting #Retirement #fintech #BankingSummit #MoneyPlan Mass Fintech Hub https://lnkd.in/e3y9kGSx
Massachusetts Banking Innovation Summit - 3rd Annual : Massachusetts Bankers Association
massbankers.org
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Financial Coaches: You won't want to miss this opportunity to learn the fundamentals of effectively interacting with AI tools and to delve into practical applications for financial coaching. Join us on Wednesday, June 5, 6:00 PM EDT, for a webinar with Fisecal's founder Lou Abrams, CFP?, to explore how AI tools can elevate your financial coaching practice. ? ? For more info and to register: https://lu.ma/niq7y5rc ? #financialcoaching #AI #financialcoaches #webinar #fisecal
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Financial Coaches: You won't want to miss this opportunity to learn the fundamentals of effectively interacting with AI tools and to delve into practical applications for financial coaching. Join us on Wednesday, June 5, 6:00 PM EDT, for a webinar with Fisecal's founder Lou Abrams, CFP?, to explore how AI tools can elevate your financial coaching practice. ? ? For more info and to register: https://lu.ma/niq7y5rc #financialcoaching #AI #financialcoaches #webinar #fisecal
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Financial Coaches: You won't want to miss this opportunity to learn the fundamentals of effectively interacting with AI tools and to delve into practical applications for financial coaching. Join us on Wednesday, June 5, 6:00 PM EDT, for a webinar with Fisecal's founder Lou Abrams, CFP?, to explore how AI tools can elevate your financial coaching practice. ? ? For more info and to register: https://lu.ma/niq7y5rc ? #financialcoaching #AI #financialcoaches #webinar #fisecal
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?? Who’s looking for a man in finance? ?? Impossible dating standards aside, there are a lot of financial coaches (regardless of gender!) who are ready to help you improve your financial state. Financial coaches are trained experts who will look at your finances and help you create a MoneyPlan? that will provide you with a guide to meet your goals. #Fisecal #FinancialSoftware #FinancialCoaching #FinancialCoach #ManinFinance #MoneyPlan