Financial Coaching: Describing the Practice
Author: Bill Harper, Dana Mills, Maggie McKenna
Topic: Financial coaching & counselling
Location: United States
Format: Brief
Content Type: Research
Publication Date: December 31, 2013
While financial coaching is becoming more widely implemented, the practice components have not been described in ways that make the field of financial coaching consistent and uniform. To better understand how financial coaching is especially relevant for empowering low-income clients, this brief explains two dimensions that are essential aspects of financial coaching practice: (1) the preparation of the financial coach and (2) and the foundation of behaviour change in the client.
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