Financial Coaching
Think of your front-line staff as coaches to your tax clients. Your coaches can assist tax clients in setting and reaching financial goals.
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Overview of Financial Coaching Field
- Financial coaching may hold promise for helping families of modest means develop more positive financial behaviors. With the support of the Annie E. Casey Foundation, the following report summarizes the landscape of financial coaching in the nonprofit field, as well as issues related to financial coaching in a variety of contexts.
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Assets for Life Part 1
- A presentation that examiners the origins of poverty and debt. Audience is asset building staff. Provided by Reeta Wolfsohn of the Center for Financial Social Work.
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Assets for Life Part 2
- Presentation focuses on how women are disadvantaged financially, and the data gathering of credit bureaus. Provided by Reeta Wolfsohn of the Center for Financial Social Work.
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Assets for Life Part 3
- Examines credit bureaus and credit scores, and proposes Financial Social Work as a cutting edge discipline for motivating, educating, and supporting client change. Provided by Reeta Wolfsohn of the Center for Financial Social Work.
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Application to Participate in theIRS Acceptance Agent Program (Form 13551)
