This toolkit contains resources and information which may offer support to organizations, agencies, or frontline staff supporting individuals, during a challenging time. This toolkit was developed in response to the coronavirus COVID-19 pandemic and more resources will be added as they become...

Grantmakers and practitioners recognize the importance of financial security for individuals and families, and many organizations therefore offer financial capability programs aimed at strengthening the financial well-being of the people they serve. But good financial capability programs are often...

This guide is designed to be a resource for programs working with low income families to use when anticipating or implementing a new approach, such as coaching, to doing business. It helps you to systematically – and honestly – look at your foundational readiness for change, so that the...

For many newcomers, living in Canada involves learning about finances and money management in new ways. This can include navigating new financial systems, and learning about tax filing and benefits, as well as day-to-day money management and saving. One-on-one financial coaching programs...

Financial decisions are influenced by our own personal feelings and attitudes around money, and by the feelings, attitudes, and actions by our family and friends. This CFPB toolkit offers financial education practitioners three tools (Money Choices, Money Styles, and Money Network), each with a...

This online tool will help you learn about the financial system in Canada and how to manage your money. Explore five money modules on banking, income and expenses, money goals and savings, credit, and taxes.  Clients can do the modules in the order they appear, or just the ones they want to use....

This report is a three-year evaluation of the Financial Empowerment Center initiative’s replication in 5 cities (Denver, CO; Lansing, MI; Nashville, TN; Philadelphia, PA and San Antonio, TX). Financial Empowerment Centers (FECs) offer professional, one-on-one financial counseling as a free...

This overview summarizes the Financial Empowerment Center (FEC) model’s Counselor Training Standards. The Standards delineate the breadth and depth of the financial content areas, counseling and coaching skills, practice and experiential learning, and socio-economic and cultural context setting...

This comprehensive resource from Prosperity Now supports organizations in developing a participant-centered financial coaching program. Grounded in a field survey, over 100 interviews, expert advice and beta-testing with six new financial coaching programs, the Coaching Guide highlights the...

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...

More than half of all employees in the United States report that they are financially stressed, and nearly one in three employees reports being distracted by personal financial issues while at work. This financial stress impacts individuals’ health, relationships, productivity, and time away...

This webinar is all about Managing your money, a resource developed to support money conversations and workshops with Indigenous individuals or families. We all strive to achieve a good life or Miyupimaatisiiun. The Managing your money booklet offers a series of seven simple and engaging...

This brief describes the data collected and lessons gleaned from the Financial Coaching Impact & Evaluation Fellowship, which took place over the course of 10 months in 2017. Ultimately, this brief argues that the Financial Well-Being Scale and the Financial Capability Scale are promising...

The Center for Financial Security (CFS) and Annie E. Casey Foundation have developed a short set of standardized client outcome measures to create the Financial Capability Scale (FCS).  In 2011, CFS worked with four organizations to collect data on client outcome measures, with the goal of...

This report presents the findings of the process evaluation of the Financial Coaching pilot, a part of the Financial Empowerment Collaborative in Calgary. In documenting the procedures and early thoughts of participating programs on the implementation of this pilot project, we assessed how well...

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,...

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

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...

The Family-Centered Coaching Toolkit offers a set of strategies, tools, and resources that can help programs, agencies, case managers, coaches, and others change the ways they work with families striving to reach their goals. This set of resources, can undo, and redo, how one approaches working...

This study addresses these gaps in the literature through an evaluation of a nationwide credit counselling program called Sharpen Your Financial Focus, an initiative launched by the National Foundation for Credit Counseling (NFCC) in September of 2013.  The Sharpen initiative builds upon and...

A presentation on how financial coaching is different, client interaction and program evaluation and coaching as presented by Richard Simonds of Family Services of Greater...

This report provides information on the Financial Empowerment Center model, the people it served, the outcomes they achieved, the impact services had on nonprofit and city partners, and lessons learned for others looking to replicate or support this model. The evaluation was designed as a...

Building savings is a fundamental strategy for empowering individuals and families with low incomes. Even relatively small amounts of savings can serve as a buffer against inevitable financial shocks that can otherwise undermine social service efforts and successes – and short-term savings offer...

This is the final report on the MPower Money Coaching Program. This program was a unique collaboration that brought together Prosper Canada, a national charity, Canada’s leading investment firms and investment industry associations, and the City of Toronto’s Employment and Social Services...

This is a set of tools and resources developed by The Prosperity Agenda to implement a holistic vision of financial coaching for individuals and families. (Note: Accessing the toolkit requires submitting user...