FINANCIAL COACHING

Our financial coaches work with employed individuals in regular one-on-one sessions to support them in setting and achieving their financial goals.

Our coaches will help you understand options to achieve success in a process largely driven by your needs. Together, you’ll identify what’s important to you and why -  focus on your unique goals, explore possible solutions and establish milestones for building an action plan.

Think of your coach as a partner—one who supports and holds you accountable as you move towards your goals.

 

 
 88% of individuals accessing financial coaching services achieve 2 or more of their financial goals
“My coach took the time to get to know both me and my financial needs and concerns. I can definitely say that I feel more confident and optimistic with what I want my financial future to look like. After working with my coach to develop some goals, and a plan to achieve them, I was able to pay down my debt and improve my credit score by 86 points. My coach encouraged and provided the support needed, making me accountable for my choices and my successes. I am a believer that my financial goals and dreams are possible to achieve, my coach helped me see it!” Brenda, Canton Ohio

Want to start your journey today? 

In partnership with PBS Western Reserve, we are excited to share with you "Platform to Prosperity", a podcast that features United Way volunteers who share lessons and perspectives of their financial journeys. Each episode is around 20 minutes and will get you money motivated.

Thank you PBS Western Reserve for this opportunity to help our neighbors empower themselves with financial tips and continued growth.

Podcast

Coaching Process

We can help you achieve your financial goals, and improve your net worth by focusing on things like reducing debt, building emergency and long-term  savings, paying bills on time and more.

Each coaching experience is unique, but below is a snapshot of what to expect.

 

REGISTER

Register today to find out more about this free service!

 

Register Today

MONTH 1:

  • Gather basic information during intake
  • Sign Coaching Agreement
  • Financial information sent to coach
  • Coach is assigned
  • Set regular meeting schedule

 

 

MONTHS 2 & 3:

  • Understanding client needs
  • Establish Smart Goals
  • Prioritize goals
  • Explore options for achieving goals
  • Assign actions and homework for future sessions

MONTHS 4+:

  • Make course adjustments
  • Review & assess  progress
  • Behavior change
  • Emphasis on increasing financial net worth 
  • Graduation

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ASK A FINANCIAL COACH

Do you have a quick financial question?

Then just ask away, and one of our coaches will give you the quick answer you’re looking for!

Ask a question

Interested in becoming a financial coach?

Are you passionate about helping others? Are you financially stable? 

Then volunteer and help members of our community achieve financial stability. After signing up, you’ll receive free, professional training and certification before working one-on-one with program participants. 

Partner with us, and let’s make an impact. Sign up today!

Contact Us

WORKPLACES

Are you part of an organization where your employees could use Financial Coaching services?

Download our brochure today then to distribute and spread the word about our free services!

Financial Coaching Brochure