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Financial Coaching Resources

RAISE Texas is working to expand financial coaching services throughout Texas by providing resources, information and events that will help organizations integrate financial coaching into their existing financial capability activities.


RAISE Texas Defines Financial Coaching

RAISE Texas wants to support the growth of financial coaching to reach every part of the state. To further this effort, we decided to take a comprehensive approach by defining financial coaching and providing groups with a common set of standards/core competencies to ensure high quality, successful programs throughout Texas.

RAISE Texas Definition of Financial Coaching


"The Exciting Role of Financial Coaching in Texas Now and in the Future"

Below are the presentations from the RAISE Texas Financial Coaching Webinar on March 25, 2013.

RAISE Texas Presentation

Presentation by national expert, Ann Lyn Hall

CNM Connect    

RAISE Texas Statewide Financial Coaching Survey Summary


"Integrating Financial Coaching Into Your Organization's Financial Capability Services"

Below are the presentations from the RAISE Texas Financial Coaching Webinar on June 17, 2013.

Presentation by national expert, Saundra Davis

Sage Financial Solutions

Presentation by local expert, Richard Simonds

Family Services of Greater Houston


"How does Financial Counseling intersect with Financial Coaching to provide a comprehensive approach of services within the Financial Capability Field?"

Below is the presentation from the RAISE Texas Financial Coaching Webinar on November 13, 2013.

Presentation by Rebecca Wiggins 

Association for Financial Counseling and Planning Education


"What you need to know about the Texas State Securities Board's New Rule Allowing Financial Coaches and Counselors to better assist their clients!"

Below is the presentation from the RAISE Texas Financial Coaching Webinar on February 24, 2014.

Presentation by Robert Elder


“Groundbreaking research provides new insight into the design of financial coaching programs”

Below are the presentations from the RAISE Texas Financial Coaching Webinar on November 16, 2015.

Presentation by Mark Treskon

Urban Institute

Presentation by Haidee Cabusora

The Financial Clinic

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