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Financial Coaching

RAISE Texas works with local experts and practitioners to expand financial coaching services in Texas through training, resources, technical support and continuing education.

What is Financial Coaching?

This handout explains financial coaching and identifies standards and core competencies to ensure high quality, successful programs. 

RAISE Texas Definition of Financial CoachingA 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 Statewide Financial Coaching Hub

RAISE Texas launched the Texas Financial Coaching Hub in 2019. Contact us to join the Hub! 

Thank you to our Financial Coaching Committee for their on-going leadership: Foundation Communities, PathfindersUnited Way of Greater Houston and WiNGS.

Financial Coaching Resources

Click HERE for financial coaching resources.