Financial Coaching Training Assessment

UWEX_LOGO_GOODFinancial 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 of these interviews was to discover how participants use financial coaching, including how many people they reach.

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