More workers are making good use of their employer’s financial wellness program, returning again and again and reaping more benefits as a result, according to Financial Finesse’s Financial Wellness Think Tank’s 2017 [...]
Take a look inside any successful, growing company and you’ll see that the business owner or CEO has spent countless hours on thoughtful, detailed planning to get there. As part [...]
Field Testing Outcome Measures for Community-based Financial Coaching and Capability Programs: A report by J. Michael Collins and Collin O'Rourke describing a small set of standardized measures that could be considered "benchmarks" in the field of Financial Coaching programs.
Discover the potential of group financial coaching options with J. Michael Collins, Ryan Eisner and Collin O’Rourke. Is group coaching a viable option? Is it effective in delivering financial education and improving financial well being?
The Center for Financial Security, led by J. Michael Collins, released this brief summarizing research into the theories underlying financial coaching and the effects of financial coaching on participant behaviors and outcomes. This review covers 26 reports, articles, and other documents, an encouraging number that speaks to the field’s recent growth.
The Financial Coaching Census explains the methodology, summarizes the key findings and baseline insights, discusses areas for reflection, and identifies actionable steps to move the field forward. The objective moving forward is to deliver the Coaching Census on a yearly basis, allowing the field to track the trends, both positive and negative, that occur as the field continues to grow
This pilot study explores the delivery and effectiveness of MyBudgetCoach (MyBC), a financial coaching program designed to help low- and moderate-income adults develop budgeting skills, set financial goals, and work towards those goals.
In 2009, CNM along with partners at the Center for Financial Security and the Annie E. Casey Foundation developed a set of three surveys designed to measure the shorter- and longer-term effects of the trainings on participants’ knowledge, attitudes, and behaviors.
New ideas and information on financial coaching from Summer 2016 Financial Coaching Newsletter, Center for Financial Security, University of Madison
This brief by Christi Baker and Collin O’Rourke summarizes findings from a group financial coaching program piloted by the Maryland CASH Campaign in spring 2013. The program was developed as a way to deliver financial coaching services efficiently by building on the success of group-based weight-loss, social work, and other behavior-change programs.