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.
Rather than providing financial advice, our coaches offer encouragement and monitoring in a process largely driven by your needs. Together, you’ll identify what’s important to you and why, focusing on your unique goals, exploring possible solutions, and establishing 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.
Coaching Process
Each coaching experience is unique, but below is a snapshot of what to expect.
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
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!
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!