Reach out to our Financial Coach through our in-app chat. Include the hashtag #coach and mention that you want to speak to a financial coach in your message to get started.
What is financial coaching?
Our Financial Coach is an expert who is here to help with any and all money-management questions! Our coach holds the Accredited Financial Counsellor - Canada® designation.
Currently, Financial Coaching is available to account holders who have paid for one of our Credit Building Features or Cover ✨
How to Use the Coaching Service?
You can ask one-off questions or work with a coach to create a more in-depth, personalized plan for you. Any financial topic is on the table, such as:
Investing - Should I be investing my money? Should I open a TFSA, RRSP, or savings account? Our coach can help answer general education around the topic of investing, but specific asset allocation or products to invest in are best suited for your financial advisor.
Debt - Can you help me create a plan to tackle my debt faster? How do I improve my credit score? Which order should I pay down my debt?
Saving and Budgeting - How do I create a budget I can stick to? How much should I be saving per month? What’s the best way to save for a house or retirement?
Reach out to a Financial Coach through our in-app chat. Include the hashtag #coach in your message to get started.
Topics Your Coach Can't Help With
The Financial Coach is intended to give you specific advice about your finances. For any other support with your KOHO account or products we offer, please check out our FAQs or chat with our User Success support team.