(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
Collin O’Rourke
Financial Coaching’s Potential for Enhancing Family Financial Security
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
In-depth Financial Coaching Interviews – Final Report
In the spring of 2012, CFS worked with Higher Heights Consulting to interview 11 financial coaches across the US. The interviews were designed to cover emerging practices and document ongoing challenges for the financial coaching field. By asking standardized questions across organizations that run similar financial coaching programs, we hoped to gain greater insight into … Continue reading In-depth Financial Coaching Interviews – Final Report
University of Wisconsin-Madison Center for Financial Security 