The goal is to better understand the financial coaching field, from its size to its scope, identifying both challenges and opportunities. The objective is to deliver the
Coaching Census on a yearly basis, allowing the field to track the trends, both positive and negative, that occur as the field continues to grow. These insights will
allow funders and organizations delivering coaching to better and more swiftly address the shifting needs of coaching programs, financial coaching practitioners,
and financial coaching clients. This brief describes the Coaching Census methodology, summarizes the key findings and baseline insights, discusses areas for reflection, and identifies actionable steps to move the field forward.
The Professionalizing Field of Financial Counseling and Coaching: A Journal of Essays from Expert Perspectives in the Field