Financial Coaching
Looking for a Financial Coach?
RAISE Texas has partnered with GreenPath Financial Wellness to help Texans access financial coaching and counseling services. Call 877-290-3270 to connect with a financial coach to address budgeting, debt, credit, buying or staying in your home, and student loans.
Flyer is here. Spanish flyer is here.
Learn more about the services here.
Want to find a financial coach in your area? Here's a list of organizations that provide financial coaching and counseling for Texans.
What is Financial Coaching?
This handout explains financial coaching and identifies standards and core competencies for high-quality, successful programs. For more details, watch our Financial Coaching 101 video (1 hr 5 min).
RAISE Texas Definition of Financial Coaching: A client-driven process in which individuals and families work to reach personalized goals related to improving their financial well-being. Coaches should not provide expertise on their clients’ financial issues, but offer tools and resources, encouragement, and monitoring throughout the process of self-directed behavior change.
Texas Financial Coaching Hub
After a decade of working to expand financial coaching services across the state, RAISE Texas officially launched the Texas Financial Coaching Hub in 2018. The Hub provides training, resources, technical support and continuing education for financial coaches and financial coaching programs. Email us to join today!
Thank you to our Financial Coaching Committee for their on-going leadership: Foundation Communities, Pathfinders, United Way of Greater Houston and WiNGS.
Resources for Coaches
Please see our Events page for recordings, slides and resources from all our recent webinars.
Click HERE for information on our current training series: Practicing Financial Wellness through a Cultural Lens.
Tools for Measuring Standardized Client Outcomes:
- Financial Capability Scale (CFS and Annie E. Casey)
- Financial Well-Being Scale (CFPB)
