SIMPLIFYING FINANCE
Through Education, Planning, and Coaching
Copper Seed helps employees, individuals and families simplify personal finance through education, planning and coaching.
FOR EMPLOYERS WHO WANT TO BENEFIT THEIR EMPLOYEES
- Personal finance is the #1 contributor to employees’ stress.
- 35% of employees say that personal finance is a distraction at work.
- 88% of employees want professional guidance on daily decisions.
We simplify personal finance to increase your employees’ success.
FOR INDIVIDUALS WHO WANT TO SIMPLIFY THEIR FINANCES
We will run the numbers on your big decisions, and teach you how these competing priorities affect each other,
so you can clarify and reach your daily goals.
We provide financial education to help your family make financial progress.
We help you clarify your process and make personal finance easier.
We help employees and families simplify personal finance through education, planning and coaching.
We work with individuals, like you, who are ready to simplify financial decisions. Through education, planning and coaching, we help you tackle those daily decisions to reach long term success. Specifically, we:
- Meet you where you are,
- Help you understand your financial situation,
- Teach you the principles of how money works, and
- Support you in developing the routines and habits that allow you to make steady progress.
Our coaching helps you tackle the main challenges of managing money so that you have the knowledge and processes in place to streamline financial management.
How Copper Seed’s Coaching Works
01
Gather Data
We’ll aggregate your financial data into our financial planning software so you can see everything at once.
02
Create a Plan
We’ll teach you to analyze your data and help you create a plan to strengthen your position and meet your goals.
03
Implement the Plan
We’ll aggregate your financial data into our financial planning software so you can see everything at once.
04