Step one
Nexus Pathway Discovery Assessment
Every prospective coaching client begins with a Discovery Assessment. It is how we understand your goals before recommending any pathway.
What happens next
Reviewed by Our Team
Assessment responses are reviewed by our team to evaluate goals, readiness, support needs and possible program placement.
Completion does not guarantee acceptance into a Nexus coaching program.
Complete the assessment online at your own pace.
Our team reviews your responses for goals, readiness, and support needs.
We follow up to discuss possible pathway or program placement.
If it is a fit, you begin building your personalized financial roadmap.
The assessment asks about your goals, general financial situation, and the support you are looking for. Please do not include Social Security numbers, complete bank or credit card numbers, or any usernames or passwords. Program availability, membership benefits, services, schedules, and pricing are subject to change with or without notice.
Take the next step
Your Financial Future Deserves a Clear Path.
Begin with the Nexus Pathway Discovery Assessment, explore a membership, or join an upcoming class.