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Financial Coaching Toolkit
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This toolkit contains tools and worksheets you can use with your financial coaching clients. Each document should be used as a part of the coach-client relationship. 

This include financial coaching tools such as the financial wheel of life and tips for the first meeting, as well as tools and worksheets for goal-setting, budgeting, addressing debt, banking, and tax filing.

Prosper Canada curriculum and tools are for intended for community practitioners supporting clients living on low income. These tools are for non-profit use only, and are not to be delivered or distributed for a fee.

Worksheet resources in this toolkit are available as fillable PDFs. Please open with Adobe Acrobat Reader for full functionality.

Last updated on September 13, 2023: Inclusive facilitation for social change

Previously updated on April 1, 2021: Resources to support virtual delivery of financial service programs


These are some example tools to support the coach in assessing client readiness for coaching, guiding clients towards potential actions to meet their goals, and in discovering referral support in their community.

Milestones, actions, and tools
Client readiness assessment – PDF
Client readiness assessment – fillable PDF
Financial health pre-assessment – PDF
Financial health pre-assessment – fillable PDF
Developing a referrals network
Virtual tools for participant engagement


Inclusive facilitation of social change, FSG

We are grateful to Family Services Greater Vancouver in British Columbia, Thunder Bay Counselling in Ontario, and SEED Winnipeg Inc. in Manitoba for their content consultation support and resource sharing.

Supporting client intake, triage, and referral in virtual financial help services
Virtual tools for participant engagement
Implementing a practice of self-care for practitioners – PDF
Implementing a practice of self-care for practitioners – fillable PDF

Participant tools:
Action plan – PDF
Action plan – fillable PDF
Contact list – PDF
Contact list – fillable PDF
Information to remember – PDF
Information to remember – fillable PDF
Action items – PDF
Action items – fillable PDF

Please note that some of the resources below were developed prior to the COVID-19 pandemic and serve as samples only. Current materials used by community agencies may have been revised to reflect updates to services and to meet public health guidelines.

Intake and assessment tools:
Intake Form – Family Services Greater Vancouver
First Financial Coaching Session Survey – Family Services Greater Vancouver
Financial Health Assessment – Thunder Bay Counselling
Financial Assessment Spreadsheet – Thunder Bay Counselling

Consent forms:
Consent to Service – Thunder Bay Counselling
Consent to Release and Obtain Information – Thunder Bay Counselling

Promotional materials:
Welcome and introduction to services brochure – Thunder Bay Counselling
Community Financial Helpline social media material (image 1, image 2, image 3) – SEED Winnipeg Inc.

Use these case studies and common questions to practice or develop your coaching skills. Try them on your own or with your fellow staff.

Case study: Linda
Case study: Jacob
Case study: Nina
Common questions 1: “Just tell me what to do!”
Common questions 2: “There’s no point.”


Author: Prosper Canada
Topic: Curriculum & Training, Financial coaching & counselling
Publisher: Prosper Canada
Location: Canada
Format: Curriculum
Content Type: Prosper Canada Toolkits
Publication Date: May 15, 2018