Hire a Dedicated Simplifi Coach/Consultant

MC3

Hi - Does anyone know where I could find a dedicated coach for Simplifi, like the below?

I want to hire a person who will help me better set up and utilize Simplifi. I know Simplifi offers coaches on a one-off support basis, but I’m looking for someone who is closer to a certified financial planner and who can help me with my specific Simplifi setup. I’m think something like 6 hour long sessions over like 3 months where we sit for a real amount of time and really setup Simplifi. Obviously, I would have to interview the person and vet their credentials/credibility etc., but I would be willing to pay a fair compensation for this higher touch coaching service. Thanks!

Coach Natalie

@MC3, welcome to Quicken Simplifi!

We don't allow soliciting for other products or services here in the Quicken Simplifi Community. If you need assistance with Quicken Simplifi, you can contact Chat Support or post your specific question here in the Community, and someone will help you.

Here is the link for how to contact Chat Support: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

And here is our FAQ on how to post to the Community:

https://community.simplifimoney.com/discussion/8/how-to-post-to-the-community

Otherwise, our Help Center has articles on every aspect of the program, with videos as well: https://support.simplifi.quicken.com/en/

And here is the link for our YouTube channel, which also has tutorials and other how-to videos: https://www.youtube.com/channel/UCGEkBFeP8JYCMHk2NFf1qMw

I hope this helps!