Click here to access a new brief, “Overview of Financial Coaching,” written by J. Michael Collins. The brief explains what financial coaching is, introduces the A|4 financial coaching model, and lists financial coaching best practices.
Summer 2015 Financial Coaching Newsletter
Articles include:
An Interview with Cally Ingebritson of Prepare + Prosper
Review You Can Use: Beyond Goals: Effective Strategies for Coaching and Mentoring Edited by Susan David, David Clutterbuck, and David Megginson
CFED’s Assets & Opportunity Network Leaders Share Tips and Resources on Financial Coaching
Focus on Financial Coaching Training