Financial Coaching

Financial coaching is an emerging approach for helping individuals set and reach their financial goals. Through the generous support of the Annie E. Casey Foundation, the Center for Financial Security has engaged in research and outreach around financial coaching since 2008. The Center's financial coaching website serves as a resource for individuals interested in learning more about coaching. Coaching papers, research briefs, and presentations are also available on the cfs.wisc.edu website. The Center's financial coaching projects include:

• Using secondary datasets to evaluate theffectiveness of coaching
• Developing a small set of standardized outcome measures for the field
• Collecting data on the effects of financial coaching trainings
• Assessing emerging group coaching models
• Exploring ways new technologies can be used to enhance coaching
• Outreach through the coaching-specific website and the Center's financial coaching newsletter