Financial coaching is an emerging complement to financial education and counseling. As defined in this article by J. Michael Collins, Peggy Olive, and Collin O'Rourke, financial coaching is a process whereby participants set goals, commit to taking certain actions by specific dates, and are then held accountable by the coach. In this way, financial coaching is … Continue reading Financial Coaching’s Potential for Enhancing Family Financial Security
Publications
Employer-Based Financial Education in Wisconsin – Survey Findings
In late 2012, the Wisconsin Department of Financial Institutions (DFI), on behalf of the Workplace Financial Literacy Committee of the Governor's Council on Financial Literacy, surveyed Wisconsin employers to learn more about employer-provided financial education in the State. Download Brief Key Findings 59% of respondents currently offer financial education to their employees. Large … Continue reading Employer-Based Financial Education in Wisconsin – Survey Findings
Financial Coaching Training Assessment
Financial coaching is an emerging approach that helps individuals set financial goals, develop concrete action plans toward those goals, and maintain accountability. This report by J. Michael Collins, Nathalie Gons and Kasey Wiedrich summarizes interviews with workshop participants from UW-Extension's financial coaching trainings, which were held in December 2010, April 2011, and May 2011. The goal … Continue reading Financial Coaching Training Assessment
University of Wisconsin-Madison Center for Financial Security 