Financial Coaching Census 2019: Results Brief & Webinar

On July 30th, 2019, AFN presented it’s Ask the Author with Hallie Leinhardt, Center for Financial Security sharing on findings revealed from the 2019 Financial Coaching Census.

After 3 waves of coaching censuses between 2015-2019, we know a lot about the coaching field, and we’re excited to share the trends and their implications.

We discussed webinar to find out what these trends mean and what is called for moving forward:

  • How has the field evolved over time?
  • What are the primary financial coaching outcomes measures?
  • What are the persistent challenges in the field?

Carol Bralich

Human Development & Relationships Educator
Washington County

carol.bralich@wisc.edu



Financial Security Work: Carol Bralich, Associate Professor, is the Human Development & Relationships Educator for the University of Wisconsin-Extension Washington County. Carol’s research and outreach have included focusing on building family financial capability skills with various audiences and strengthening relationships within family serving organizations in the community.  Carol has been coordinating and teaching financial capability programs in Washington County for the past 7 years (and 3 years prior in Ozaukee County) for families and individuals associated with a variety of partners including Head Start, Casa Guadalupe Education Center, Workforce Development Center and Washington County Jail Administration. Financial topics discussed include spending plans, tracking expenses, setting financial goals and credit. Head Start families receive 8 monthly financial newsletters during the school year, with opportunities to attend financial programs. She also offers financial coaching sessions for individuals who would like support in reaching their financial goals. Carol has provided financial capability training for social workers and home visitors in Washington County as well as co-facilitated over 5 statewide UW-Extension financial coaching trainings with Peggy Olive, UW-Extension Financial Capability Specialist and the UW-Madison Center for Financial Security.

In addition, Carol is the current chair of the Washington County Money Smart Week Planning Committee with area financial institution representatives,  consumer credit counseling services agency and community libraries. This financial literacy campaign is held every April with adult and child financial workshops which are open to the public. She provides leadership in fund development and facilitation. She also coordinates efforts to increase the number of people who access their free credit reports by promoting UW-Extension’s “2/2, 6/6, 10/10 Credit Campaign” in Washington County.

For over 5 years, Carol co-chaired the statewide UW-Extension Family Financial Security Team, providing leadership and coordination for various financial team workgroups’ programming and evaluation efforts. Carol’s Masters of Science degree is in Family & Consumer Sciences from the University of Wisconsin-Stout.

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Todd Wenzel

Associate Instructional Specialist
Winnebago County

todd.wenzel@wisc.edu



Financial Security Work: Wenzel is currently working with Rent Smart and Money Matters. He offers Rent Smart monthly at various community locations and works with the local housing authority to educate their clients. Wenzel will be conducting program reviews with individuals that take the Money Matters curriculum online and is working with other staff to develop programming that addresses financial knowledge and mental health, possibly including the FINMed education. Additionally, he is also researching the Money As You Grow program to offer it in conjunction with local libraries.  

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Fall 2019 Speaker Calendar

September 19: Melody Harvey, National Poverty Fellow, presents about financial education

September 26: Amanda Bosky, CFS RDRC Postdoc Fellow, presents about early predictors of economic insecurity at midlife

October 3: Chenyuan Liu, PhD Student in Actuarial Science, Risk Management, and Insurance, presents about health insurance plan design

October 10: Sarah Halpern-Meekin, Associate Professor of Human Development and Family Studies, presents about social poverty

October 17: Ngoc Dao, CFS RDRC Postdoc Fellow, presents Catchup Provision – Saving for Retirement

October 24: Megan Bea, PhD Candidate in Cornell Department of Sociology

October 31: Ngoc Dao, CFS RDRC Postdoc Fellow, presents about Minimum wage & Home Health Cost among the Elderly

November 7: Yiwei Zhang, Postdoctoral Research Fellow with the Center for Decision Research at the University of Chicago, presents about budgeting

November 14: Emilia Tjernström, Assistant Professor of Public Affairs and Agriculture & Applied Economics

November 21: Jordan van Rijn, Senior Economist for the Credit Union National Association (CUNA) and Associate Lecturer at the University of Wisconsin-Madison’s department of Agricultural and Applied Economics, & Kangli Li present about credit Union Concentration & Household Outcomes

December 5: TBD