An Evaluation of the Impacts and Implementation Approaches of Financial Coaching Programs


A presentation outlining The Financial Clinic and why it was created, model outcomes and results.


An Evaluation of the Impacts and Implementation Approaches of Financial Coaching Programs


Increasing interest in the role that consumer-focused policy interventions can play in improving economic outcomes has led to a host of intervention models in recent years. Financial coaching has emerged as one prominent model in this field, aimed at improving consumer financial outcomes by using regular one-on-one sessions to set goals and plan concrete steps to meet and manage those goals over time. Unlike counseling, coaching takes a client-driven approach; instead of focusing on solving particular problems, the coach provides a framework for the client to meet his or her goals.