Wealth Coach
FAQs
Getting Started
What is Wealth Coach?
How does Wealth Coach work?
How does Wealth Coach calculate my results?
Is Wealth Coach part of a bank or financial services company?
How is Wealth Coach different from other financial apps?
How do I create an account?
Do I need to connect my bank accounts?
Decisions and Goals
What decisions can I explore?
Can I personalize the plan for my family?
Can I see how one decision affects multiple goals?
Is Wealth Coach useful when I’m not making a big financial decision?
What does “lowest accessible cash” mean?
Can I test different versions of a decision?
Does Wealth Coach help with retirement and college planning?
Does Wealth Coach recommend specific investments?
Can I use Wealth Coach if I already have a financial advisor?
Are my projections guaranteed?
Pricing and Access
What is free, and what requires an upgrade?
What happens when my paid access or trial ends?
Can I cancel my subscription?
Privacy and Support
Where can I learn how my information is used?
How do I delete my account?
How do I reset my password?
How do I contact support?
