The financial coach offers support, resources, accountability, and cheer leading. Coaches work one-on-one with participants as they identify and work toward their financial goals with a focus on behavior change.  

The tasks

  • Support participants to establish their financial goals 
  • Work with participants one-on-one to boost savings, control spending, eliminate debt, or improve credit 
  • Respect financial decisions and goals, confidentiality, and privacy 
  • Offer support, resources, and encouragement to guide participants to their own answers 
  • Maintain program data to track participants’ progress in reaching their financial goals 
  • Participate in group sessions with other coaches to develop skills and learn about coaching tools and resources 

The skills

  • Empathy and understanding of the financial challenges facing diverse low- to moderate-income individuals 
  • Ability to respect participants’ financial decisions and actions without judgement or giving advice 
  • Basic understanding of financial topics including saving, budgeting, debt, and credit 
  • An engaging personality and ability to connect with others 
  • Comfortable working in a diverse ethnic and socio-economic environment 
  • Computer proficient with access to email and ability to communicate with participant through email, phone, and/or text 

The commitment

  • 20 hours of training (in-person) 
  • Lead financial coaching sessions twice a month and follow up with four participants, about 8 hours a month. 

How It's Made a Difference

“Money Mentors has changed my life...and the decisions I make each day.” Meet Maeve