Frequently asked questions
Is Savings Jar just a financial coaching CRM?
Why did you create a CRM for financial coaches?
We created Savings Jar because we understand that people need financial coaching and peer support to build good financial habits for life. Our conversations with financial coaches taught us that financial coaches are burdened with too many manual processes, for example, going over a budget during a consulting session or asking a client to send progress updates. A CRM built for financial coaches would allow them to log into a single platform and immediately see their progress towards specific goals. We designed Savings Jar together with financial coaches to provide the best financial coaching software.
Can I find a Financial coach at Savings Jar?
Does Savings Jar provide financial education services?
Savings Jar does not directly provide financial education services. Savings Jar provides financial coaching tools, including opportunities for coaches to provide financial education services.
Can I find a financial coach at Savings Jar?
In the future, users will be able to find the right financial coaches to fit their goals, all within Savings Jar. At this stage, our focus is to create the world’s best financial coaching software.
How to become a financial coach?
At this moment, we do not provide financial coaching certification. Please contact the Financial Coach Academy or Financial Coaches Network if you are interested in learning how to become a financial coach.
Do I need to be tech-savvy to use Savings Jar?
Savings Jar is an intuitive CRM built just for financial coaches. We made a Savings Jar to be an all-in-one client management solution, freeing your time to focus on your clients.