Despite a strong emphasis on building people’s capability to manage their household finances, the “field” lacks a clear set of standards for measuring the condition of any individual’s financial status. The goal of this report by J. Michael Collins and Collin O'Rourke is to describe a small set of standardized measures that could be worthy … Continue reading Finding a Yardstick: Field Testing Outcome Measures for Community-based Financial Coaching and Capability Programs
Collin O’Rourke
Group Financial Coaching: Summary of Interview and Survey Findings
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
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
University of Wisconsin-Madison Center for Financial Security 