An Evaluation of the Impacts and Implementation Approaches of Financial Coaching Programs
Author: B Theodos, D. Emam, J. Collazos, M Simms, M Treskon, R Daniels
Topic: Financial coaching & counselling
Publisher: Urban Institute
Location: United States
Format: Report
Content Type: Programs
Publication Date: December 31, 2015
Increasing interest in the role that consumer-focused policy interventions can play in improving economic outcomes has led to a host of intervention models in recent years. Financial coaching has emerged as one prominent model in this field, aimed at improving consumer financial outcomes by using regular one-on-one sessions to set goals and plan concrete steps to meet and manage those goals over time. Unlike counseling, coaching takes a client-driven approach; instead of focusing on solving particular problems, the coach provides a framework for the client to meet his or her goals.
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