Savvital – Virtual Professionals

Organizational Financial Wellness

Accountable Network’s collaboration with Savvital

About the program

Customized 1:1 coaching sessions were conducted by expert financial advisors at Accountable network where Savvital’s employees were provided ongoing support, individualized guidance, and financial education that led to a reduction in our employees’ financial stress and guided them towards lasting financial security. Therefore, improving our team’s productivity and increase our organization’s bottom line.

Benefits for Savvital:
Forged a trusting and mutually beneficial relationship with the client over the course of a year, culminating in collaboration and a positive impact on all stakeholders

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The Accountable Network

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Testimonials from coaches

Unlock efficiency with our simple threefold approach: Understanding, Implementation, and Elevation. We take over your tasks and streamline processes, letting you focus on your business growth

Coach Wes Simpson 

Having Alena as a client to work with has been a blessing, her energy and willingness to attack new ideas is great, watching her transition and grow has been incredible. 

It allowed me to explore a different approach to coaching that was great. Thanks for the opportunity to work with her, Accountable and coach connections are a valuable resource, i love being part of this family. They helped me grow in so many ways as a coach and mentor, I think I even listen to my wife and kids better.lol. 

Coach Bobby Clark

This coaching experience has enhanced my confidence to help clients achieve their goals. I enjoyed gaining knowledge and confidence in working with international clients.   

The Accountable Network provided valuable tools to guide the client to increased self-confidence and goal achievement. I am excited to be a member of Coach Connections. 

Coach Gary Harris

I do feel it was beneficial to the client.  They are now being more intentional with what money they are allocating to specific budget categories and beginning to plan some major moves within the next few months.  I.e., moving to another country to extend their education which will require significant financial support which they are applying now for scholarships and researching cost of living in the new country due to coaching. The client came in with some challenges around low income and impulsive spending habits.  They are exploring additional work opportunities to increase income and doing well on establishing boundaries on spending by utilizing cash in certain categories.  I felt this was a great service Savvital provided to their employees and even though my experience was not ideal as the client was not a joint agreement from their spouse who did not participate as they kept finances separate and this created some unique issues to walk through.  Overall, I would like to continue a few clients per year in this manner and it helps provide additional coaching opportunities and expands Coach Connections brand. 

Coach Janice Ziemba 

I have one more session with Mo the first of April. He said our meetings have provided accountability and intentionality, particularly intentionality.  His savings has increased significantly and his financial awareness has also increased to be more intentional. 

The Accountable resources provided a strong  foundation to launch coaching so we can personalize the session faster.  The Spending Plan is user friendly and is easy to update. Once the client watches the videos, they have the opportunity to process the information and are ready to have a discussion  on the content and how it applies to their lives and situation. 

I have enjoyed my time and believe that Mo also found it to be time well spent. 

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testimonials from Employees

Elain has been incredibly helpful, guiding me to adopt a fresh outlook on spending and my financial habits. The resources provided by her and the Accountable network will undoubtedly assist me in reaching my life goals, which I deeply value. What's more, I'm grateful for the insights she offered on my mental health, marriage, and spiritual well-being, which have been invaluable.
Rida Rizwan
Senior Associate
I was a lot less guilty with my expenses because i was recording where everything was going. i was setting & meeting my savings goals as well, & i plan on continuing this habit. ive set some goals for the future as well & plan on being self-accountable to be able to meet the goals. overall, its been a great experience for me. being able to record everything also gives me a better sense of how to plan for the month ahead.
Maimoona Lodhi
Lead Associate
    Halima Shahid

    Associate

    Before starting the coaching session with Isabel, I was very frantic about money. I was helping out my sibling with finances and had savings as well but the thought of providing more always kept stressing me out and I was always trying to save more and spend less. In my first session, we assigned categories to each fund and Isabel made me realise that the things I was stressing about like not having enough money to sponsor a trip for my mom was already paid for and I had savings for a trip for myself as well. That took a huge stress off of my shoulders and I instantly felt so much more relaxed when dealing with money. In the two months that I have taken the coaching, I feel more confident in my own ability to spend and save, finding out why I'm saving has also been a huge factor in realising and implementing changes to my mindset. Seeing Isabel be as happy for me as I am has been a great motivator and I'm so glad to have her as my financial coach💕

      Bilal Ahmed

      Lead Associate

      When you research on what financial coaches are, you get excited on the prospect of having one. I was doubly excited because experiencing it is even more valuable. Coach Connor's age of experience and wisdom came into play along with a perfect blend of professional financial expertise. HE was not just a professional doing his job, he was a mentor on a personal level. He did not just make me financially aware of the tools that I should use, he gave me something even more important - a birds eye view of my life's trajectory based on the things that I value. He listened to my priorities in life, he saw the way I shaped them and told me a way I could shape and manage them more effectively without forcing any sort of a biased viewpoint. This was very impressive for me because he explained and articulated with remarkable precision the challenges I was facing as a 25 year old in my personal life and my ability to manage finances which I would have failed to recollect on my own for next 10 years. After understanding realistically the trajectory of what my life looks like based on my financial goals, I reinvented my priorities, and in doing so, reinvented myself. This would not have been possible without Connor Tyson.

        Neha Sultana

        Associate

        I had a great time with Connie. Not only did I forge a great relationship with her replete with exciting conversations and laughs, her financial wisdom allowed me to get valuable insight into my expenditures and spending habits. It's nearing the end of my three months with her, and I already feel a little more responsible when it comes to money. The excel sheet is an excellent tool I will be using moving forwards to keep track of my budget. three months ago i was overwhelmed with all the places I had to spend money on, and not having enough money to spend. with Connie, I recognized and re-focused on my vision which helped me prioritize WHERE the money should go. I'm grateful for the external accountability she offered. it's too soon to say goodbye, but alas!

          Zoya Tahir

          Sales Associate

          Coaching sessions with Tina have had a profound impact on how I perceive, handle, and spend my money. She's shown me the power of saying 'yes' to the things I genuinely want and need. Her compassionate guidance has made the process not only less intimidating but also enjoyable.

            Alya Zafar

            Senior Associate

            Isabel Sanchez is a person full of insights, warmth and positivity. My time with her has been enriched with learning. She not only changed my perspective about how to view and manage finances on my own but also how to effectively communicate about this with my spouse. During these three months, she has challenged me, made me think and also helped me in finding solutions. I will miss her energy and her smile! Isabel Sanchez is a person full of insights, warmth and positivity. My time with her has been enriched with learning. She not only changed my perspective about how to view and manage finances on my own but also how to effectively communicate about this with my spouse. During these three months, she has challenged me, made me think and also helped me in finding solutions. I will miss her energy and her smile!

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