Do you have clients who struggle with their finances or have financial goals they are working towards? Financial issues can be stressful and affect a client's ability to succeed. A financial coach can be an important partner while the client develops his or her financial muscles.
Our program takes a holistic and client-directed approach. We view each client as a resourceful and creative problem solver. While working with one of our financial coaches, your clients will receive prompt, individualized attention. Coaches have flexible schedules and can meet in person, by phone, or through video conference. Their services are free, and offered through a federally funded program. We do not sell any products or services.
Our financial coaches are trained professionals with extensive background in financial, military, and social services. Every coach in our program is required to have or be working toward the Accredited Financial Counseling certification and their Financial Fitness Coach certification. To view their credentials and certificates, click here.
Wish to move forward or learn more? Please contact:
Anna Wood, MSW
Manager of Community Partnerships, Financial Coaching Program