Financial Coaching

Overview

Financial Coaching

In 2013, our United Way launched a Financial Coaching network of six organizations in our region that were seeking to help their constituents build long-term financial security.

Thanks to significant investments in 2016 from Citi Community Development and JPMorgan Chase, we recently grew the scale of our support for this work by creating a Financial Coaching Training and Certification initiative. 

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Meet Phillis Clements, the Financial Coach Who is Taking Her Knowledge to the Masses!

Thanks to significant funding from Citi Community Development and additional support from JPMorgan Chase, we have been able to give financial coaching grants to local organizations in our region. Phillis Clements is a member of our financial coach certification cohort. Get to know more about Phillis and how she is using her passion for helping the community reach their goals through financial stability! 

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Meet Shandra Thomas – our first certified financial coach

Thanks to significant funding from Citi Community Development and additional support from JPMorgan Chase, we have been able to give financial coaching grants to local organizations in our region. Shandra Thomas is the first member of our cohort to pass her certification test. Get to know more about Shandra and why she wanted to become a certified financial coach: