Financial Coaching: Review of Existing Research

fcringNote: This brief was updated in 2017. Access the most recent version here.

The Center for Financial Security, led by J. Michael Collins, released this brief summarizing research into the theories underlying financial coaching and the effects of financial coaching on participant behaviors and outcomes. This review covers 26 reports, articles, and other documents, an encouraging number that speaks to the field’s recent growth. Together, these studies help show how and when financial coaching might be effective in helping people achieve their personal financial goals and plans.

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