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
J. Michael Collins
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
Webinar: Moving to Electronic Social Security Payments – Impact on the Unbanked
Date: October 9, 2012 Description: CFS presented a webinar on the impact of moving to electronic social security payments on people without bank accounts. Presentation Watch Now The presenters were Drew M. Anderson, Alexander Strand, and J. Michael Collins.
University of Wisconsin-Madison Center for Financial Security 