Getting it Right: Promising Practices for Financial Capability Programs
Author: NeighborWorks America
Topic: Financial coaching & counselling
Publisher: NeighborWorks America
Location: United States
Format: Brief
Content Type: Research
Publication Date: September 30, 2014
This brief presents successful models for community-based organizations to integrate financial coaching services into their existing programs. It takes into account not only organizations’ capability and resources, but also the readiness of clients to enter into services. It discusses the importance of well-defined policies and procedures, including choosing and assessing clients, and clearly defining and communicating program parameters to increase client engagement and retention.
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