Financial Coaching Interest Form
Financial coaching is having one-on-one sessions with participants to assist them in fulfilling their life goals. This is completed between a coach and the participant through encouragement, advice and the drive of the financial participant. A coach can be a great asset to have because they can a guide to self-control and can adjust to the participants ever changing financial needs and situations. Coaches are not “experts” but largely assist the financial participant in setting out realistic goals and ongoing behavior change.

All financial participants travel through different parts of life and that includes college, having a family, career changes, health concerns, mortgages and so on. The purpose of financial coaching is to set goals and again, these are goals that will be set up by the coachee. To achieve goals, a plan must be implemented and some type of accountability should be set so that goals are reached. The whole point is to move the participant forward by becoming aware of any problems that are preventing them to reach financial wellness and addressing those problems through behavioral changes like building skills, monitoring credit scores, savings, and debt repayment.
Name (First and Last) *
Your answer
Phone Number
Your answer
Mailing Address
Your answer
Demographic Data
Please provide the following demographic information about yourself. This information is used to ensure our program is reaching a diversity of audiences and to fulfill our obligations as a recipient of federal funding.
Race *
Ethnicity *
Sex *
Age *
Personal Preferences
Please provide the following information about yourself to help us match coaches and clients most effectively.
What language(s) are you comfortable using to discuss finances? Check all that apply.
What dates and time would you usually be available to be coached? Check all that apply.
9 am - Noon
Noon – 5 pm
5 pm – 8 pm
Other – please note below
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Do you have any other scheduling information would be helpful?
Your answer
How would you like to participate in the financial coaching program?
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