Bringing Financial Coaching to Scale – The Potential of Group Coaching Models

grow-model_v01J. 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 their own goals and establishing concrete action plans.

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