This brief by Christi Baker and Collin O'Rourke summarizes findings from a group financial coaching program piloted by the Maryland CASH Campaign in spring 2013. The program was developed as a way to deliver financial coaching services efficiently by building on the success of group-based weight-loss, social work, and other behavior-change programs. Download Brief The Maryland … Continue reading Group Financial Coaching: Summary of Interview and Survey Findings
Publications
Bringing Financial Coaching to Scale – The Potential of Group Coaching Models
J. Michael Collins, Ryan Eisner and Collin O’Rourke explore group coaching models in this brief. Financial coaching is a diverse and growing field. It is a goals-based, client-centered approach that is seen as distinct from more established interventions such as financial education and counseling. Rather than recommending that clients take prescribed actions, coaches assist clients in defining … Continue reading Bringing Financial Coaching to Scale – The Potential of Group Coaching Models
Central New Mexico Community College Financial Coaching Training Survey: Final Report
(CNM) has trained hundreds of new financial coaches in cities across the United States. These trainings have been central to the expansion of the financial coaching field. In 2009, CNM along with partners at the Center for Financial Security and the Annie E. Casey Foundation developed a set of three surveys designed to measure the … Continue reading Central New Mexico Community College Financial Coaching Training Survey: Final Report
University of Wisconsin-Madison Center for Financial Security 