FINANCIAL COACH


The financial coach offer support, resources, and cheer-leading. They empower and hold participants accountable to their financial decisions and actions, and focus on behavior change.

The tasks

  • Help participants gain clarity and 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 occasionally outside of program times through email, phone, and/or text

The commitment

  • 20 hours of training (in-person)
  • Lead financial coaching sessions twice a month on either Tuesday evenings or Saturday mornings and follow up with four participants. It’s 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