Financial Coaching helps individuals and families to develop sound financial goals and strategies to manage their finances. During a coaching session, the coach listens to the client’s concerns about their current financial situation, develops an action plan with them, helps identify potential obstacles that need to be addressed or resources needed, and provides ongoing guidance and support throughout the process. Coaching sessions can also include aspects of financial literacy, such as budgeting, debt management, and saving. Planning, saving, and wise purchases are discussed in the workshop along with budgets, credit, and debt reduction.
Program Length:
1 day (4 hour workshop)
