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
J. Michael Collins
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
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
University of Wisconsin-Madison Center for Financial Security 