Financial Coaching

A New Approach to Asset Building

By the Annie E. Casey Foundation

January 1, 2007


This report reviews financial coaching programs with an emphasis on services for low-income families. It is based on interviews with representatives from more than 60% of the financial coaching programs currently being offered by nonprofit organizations to low-income clients. Overall, financial coaching has strong potential to facilitate asset building among low-income families, although best practices to deliver coaching are still being developed. 

Table of Contents

Key Takeaway

The benefits of financial coaching

A trained financial coach has knowledge of personal finance topics as well as experience in how to support a client to make decisions and change behaviors.

Findings & Stats

Statements & Quotations