Building on seed funding from CFT, United Way of Metropolitan Dallas, Dallas Women’s Foundation, and the King Foundation, Dallas-based WINGS has developed a first of it’s kind approach to localizing training and professionalization for financial coaches across the region.

We met for a funders only, casual lunch conversation on Tuesday, September 25 from 11:30 am – 1:00 pm at the United Way of Metropolitan Dallas for a conversation about scaling the availability of financial coaching in North Texas. We discussed this opportunity and the potential for collaborative and coordinated support of this innovative new model.

Participants received a copy of the scale proposal prior to the meeting.

Would you like more information about financial coaching and how it differs from financial education and advice? Check out this short summary from AFN and the University of Wisconsin Madison, or click on the link below to see a short video from The Annie E. Casey Foundation about the transformative power of financial coaching and hear how coaching can help low-income families transform they way they manage their financial lives.