Financial Coaching Program Design Guide: A Participant-Centered Approach

Over the last decade, as financial coaching has gained momentum, Prosperity Now has heard from the field that practitioners would benefit from a public resource for program managers and leaders that outlines what it takes to establish a financial coaching program. Our comprehensive new resource, the Financial Coaching Program Design Guide: A Participant-Centered Approach (the Coaching Guide) supports organizations in developing a participant-centered financial coaching program. Grounded in a field survey, over 100 interviews, expert advice and beta-testing with six new financial coaching programs, the Coaching Guide highlights the strengths and limitations of financial coaching, offers designs tools, showcases promising models and practices, and includes resources from program leaders and financial coaches. 

Related Resources