About Us
A Service That Pays You Back
Everyday Help Financial was built for people doing their best — but still feeling behind, disorganized, or unsure about money.
We’re not here to sell you an app or pitch you investments. We’re real people who help you take control of the everyday financial tasks that pile up and quietly cost you money.
Whether it’s:
Helping a single mom sort through overdue bills and set up affordable payment plans,
Saving a young couple $80/month by switching to a better car insurance plan,
Canceling a dozen forgotten subscriptions for a busy nurse,
Unlocking pharmacy discounts for a retiree on a fixed income, or
Negotiating down phone and internet bills for a self-employed contractor...
Our Coordinators step in where life gets messy.
We find savings. We keep you on track. And we make your financial life feel manageable again.
Most clients save more than they spend on our service. That's not a marketing line, it's our business model.
If we’re not saving you money, we’re not doing our job.
Talk to your Personal Coordinator. No pressure. Just answers.
We’ll explain how the plan works, what kind of savings we typically find, and how we split any verified wins — so you always come out ahead.
We won't ask for complicated spreadsheets. We'll help you take real, simple steps that save money that you can put right back into your pocket
You won't talk to bots. You'll work with a Coordinator who knows your name, your goals, your challenges, and actually follows up!
This isn't a one-time audit. (Unless you want it to be.) We stick with you, month after month, to help you keep more of what's yours.
We focus on real savings and meaningful results, not generic advice. If we're not helping your bottom line, we're not doing our job.
Our Standards
Training & Trust: Why Our Financial Coordinators Are Different
This isn't casual coaching. It's professional Financial Coordination.
Everyday Help Financial's Financial Coordinators go through a multi-step training system designed to protect you and them — legally, emotionally, and financially. They're not strangers on the internet. They're certified, trained, and supported with real systems to get you real results.
Compliance & Legal-Risk Training
Our Coordinators are trained under federal laws like the Credit Repair Organizations Act (CROA) and other consumer protection regulations. They learn how to:
Handle legal disclaimers
Set professional boundaries
Protect personal data
Stay compliant — and keep you protected too
Hands-On Savings & Services Training
We train our Financial Coordinators with real-life scenarios so they can actually deliver wins. Training includes:
Canceling unwanted subscriptions
Negotiating bills (internet, phone, insurance)
Reviewing and explaining credit reports
Creating actionable savings plans
Spotting financial red flags early
This isn’t abstract advice. It’s financial help that actually helps.
Data & Document Security
We don’t play around with your personal information.
No personal email. No unencrypted spreadsheets. No unsecured file uploads.
Our Coordinators are required to use:
Encrypted client portals
Secure CRM communication
Verified billing systems
Professional tools for document handling
Financial coordination is done safely — or not at all.
HIPAA-Adjacent Privacy Standards
We’re not a healthcare provider, but we protect your info like one.
We say HIPAA-adjacent for a reason:
Our Coordinators often work with your health insurance, prescriptions, medical bills, and pharmacy discounts, so we train for that level of privacy.
Here’s what that means:
Confidentiality is non-negotiable
No oversharing or casual mentions of your situation
No off-channel communication (no texting or social media DMs)
All sensitive data stays in encrypted, secure systems
Whether we’re reviewing your Medicare plan or helping you save on a prescription,
Your personal health and financial data is treated with medical-grade discretion.
We don't have to use these standards, but we want to because it’s not just about money, it’s about your life.
What We're NOT, And Why It Matters
Our Coordinators are not:
❌ Lawyers
❌ CPAs
❌ Investment advisors
❌ Tax preparers
❌ Licensed sales agents
They do not:
Offer legal advice
Sell financial products
File taxes
Push risky investments
They do:
Understand the legal rules and regulations
Know how to stay compliant
Deliver support backed by structure
Help you move forward without overstepping
More Training Than Most "Money Coaches"
The truth? Most local or online financial coaches:
❌ Have never taken a compliance course
❌ Don’t know the legal risks of giving advice
❌ Use unencrypted email, public spreadsheets, and unsafe payment methods
❌ Rely on luck instead of structure
We’re not “most coaches.”
We’re a company built on training, systems, and accountability.
Trust Is Earned. We've Built It For You
Money is personal. That’s why we’ve built our entire company around earning your trust.
✅ All Coordinators pass our internal certification process
✅ We track performance and retrain when needed
✅ We give clients clear expectations and boundaries
✅ We back Coordinators with real systems and secure portals
This isn’t just a gig. It’s a professional service designed for everyday people.
Our Promise To You
We don’t just say “trust us.”
We train for trust.
We build for safety.
And we deliver results that make your financial life better.
At Everyday Help Financial, you’re not hiring a random coach.
You’re working with someone who’s trained, certified, and backed by real systems.
Let's Talk About Your Financial Life
Book a free 15-minute consultation with one of our Coordinators. We’ll show you how we help, and if it feels like the right fit, you can get started right away.
