Community Members who are in a position to make changes and improve their financial wellness are paired with volunteer Financial Coaches. Together, they will develop a plan of action to help the Member achieve their financial goals.

COMMUNITY MEMBERS

Do you have at least one financial goal? 

With support from a personal financial coach, you can maintain a spending plan, save for a new car or home, start an emergency savings or vacation fund, maximize your tax refund, review your credit report and increase your score, create a debt management plan, understand financial products and services, align your financial goals with professional and personal goals, and so much more! The program is:

• Trustworthy: coaching is at no cost to you; volunteers must pass a background check, receive training and will never attempt to sell you products or services.
• Flexible: you decide the best time to meet with your coach
• Personalized: sessions are member-driven to fit your needs
  • One-time only session: receive information to address a specific topic, question, or concern (i.e., how to dispute something on a credit report)
  • Regular sessions: strengthen your financial wellness by meeting on a regular schedule (i.e., every month for 6 to 12 months) to focus on your overall financial picture
• Meeting Method*: video chat (preferred), phone call or in-person

To receive your own coach:

• Complete the Financial Coaching – Member Interest Form

*Coaching is offered virtually by default for your convenience, and available in-person based on your interest and accessibility.

VOLUNTEERS

Are you passionate about financial knowledge, skills, and access?

Learn more about becoming a Financial Coach by visiting our Volunteer website.