Financial Wellness Coaching helps staff partner with participants in a thought-provoking and creative process that supports a participant’s own path to financial security and choice. Anchored in trust and accountability rather than a transfer of information about finances, Financial Wellness Coaching provides the guidance, support, and ongoing encouragement needed to define, set, and reach financial goals. Today, over 200 agencies across the U.S. and Canada have completed our training.

Alongside a toolkit and staff manual, our 3-day Financial Wellness Coaching training program equips staff with the tools and knowledge to create successful financial conversations and goal-setting. Our learning approach is person-centered and supports the integration of coaching into existing case management interactions. Our senior coaching trainers also provide technical assistance (by phone or email) to help staff integrate coaching tools and techniques.


Mindset: Participants are the experts of their own lives

Financial Wellness Coaching views participants as the experts in their own lives, driven by unique values and motivations and capable of setting and achieving goals. Using powerful questions, reflective listening, and other core skills, Financial Wellness Coaching facilitates discussion that stimulates thinking, growth, and the self-concept changes that ultimately lead to action.

Approach: Understanding and measuring change

Financial Wellness Coaching helps staff understand the process of change so that they can support lasting financial progress for those trying to achieve a transformation. We help staff understand how to have transformational conversations that help people reach for new ideas and new possibilities, understand where clients are in the change process, and how to coach clients without getting frustrated. Includes training on the Financial Well-Being Scale (CFPB) and the Capability Scale (University of Wisconsin-Madison).

Training: Experiential training to internalize new skills

Over the course of three days, senior coaching trainers bring financial coaching to life through interactive role-playing, discussions, and live feedback, synthesizing and applying new meaning to the prior experiences of all participants. Through this transformative experience, coaches internalize financial coaching strategies and bring new skills into practice


Starting $9,375*

– Three-day course with senior coaching trainer
– Print toolkit and other training materials provided
– Pre-training assessment and webinar
– Post-training technical assistance

*The base price for each coaching modules includes up to 15 participants, (added cost for additional trainer to accommodate additional participants). The partner provides the venue and materials are also provided in electronic format (PDF.) Travel is not included, and is dependent on training location.