Financial Coaching is a strategy designed to help people improve their financial well-being by focusing on behavior change. Over the past decade, financial coaching has moved from concept to reality. Growing numbers of funders are investing in financial coaching as a strategy to develop an individual’s capacity to manage their own finances and sustain economic security within their self-defined goals.

Part of the difficulty in identifying standard metrics is that coaching is based on the client and coach partnership of setting individualized goals, which vary among participants and are therefore difficult to compare across clients.

Read these resources to learn how, by coalescing around a set of measures that organizations can readily integrate into their existing client tracking systems, funders, policymakers, and other stakeholders will be able to better understand the outcomes and impact of the delivery of their financial coaching investments.

Resources Sponsors
The Strategy Spotlight was sponsored by The Annie E. Casey Foundation and the Center for Financial Security.