Our Financial Coaches offer free and confidential financial coaching to help clients manage their money and improve their financial future.
Financial Coaching is a client‐driven process in which individuals work to reach personalized goals related to improving their financial well‐being. The Financial Coach is a catalyst for behavior change - delivering the tools, resources, and encouragement YourLife Clients need to achieve their financial goals.
Our financial coaches help clients to:
Build a Plan to Meet Financial Goals
Committed to financial improvement
Consistently able to attend scheduled coaching sessions (telephone/in-person)
Willing to do “homework” outside of sessions
Interested in becoming a Coaching client? Please sign up!
Potential clients must be:
The goal of a financial coach is to educate clients on the basics of personal finance and, as a team, create a spending plan that reflects the values and goals of the client. The coach then empowers clients to take responsibility for their decisions, supports their continual learning and growth, and serves as an accountability partner throughout the process.