My Budget Coach Pilot Evaluation
Author: Collin O'Rourke, J. Michael Collins, Leah Gjertson
Topic: Financial coaching & counselling
Publisher: Center for Financial Security
Format: Report
Content Type: Research
Publication Date: August 10, 2016

This pilot study explores the delivery and effectiveness of MyBudgetCoach, a financial coaching program designed to help low- and moderate-income adults develop budgeting skills, set financial goals, and work towards those goals. Specifically, this study compares two modes of program delivery, traditional in-person coaching and fully remote coaching. By testing financial coaching in these two contexts, this project seeks to generate a deeper understanding of the mechanisms that underpin coaching and the role technology may play in facilitating behavior change.

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