1 Phone Screen to review resume and learn about job (20 mins) 1 Formal Phone Call to review more details about job and team (30 - 45 minutes) 1 In-Person Interview (4 hours, 4 - 5 people, 1 "on-demand" case study to complete)

Three rounds: 1st - phone interview with an existing coach mainly talking about my background and why I'm interested in financial coaching 2nd - phone interview with an existing coach again talking about my background but the interviewer added several case-based personal finance questions 3rd - in-office multi-person interview including financial cases and discussion with several members of the team The entire process was well organized and very thorough. Everyone was professional, polite, and clearly passionate about personal finance. Finishing the 3rd interview, I did not think I would receive an offer due to the difficulty of the questions and process.