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25 YEARS ANNIVERSARY copy 2_edited_edite

Credit Coaching

Thank you for your interest in joining our team of dedicated financial coaches. We are looking for passionate professionals who are committed to empowering individuals and families on their journey toward financial stability and long-term success.
 
Please complete this application thoroughly so we can learn more about your background, expertise, and coaching style. Together, we can make a meaningful difference in the lives of those we serve.

Seeking coaches specializing in:

  • Budgeting

  • Wealth Building

  • Credit

  • Housing Stability

  • Homeownership

What you will provide as a coach:

  • Support participants in the areas of Budgeting, Wealth Building, Credit, Housing Stability, and Homeownership.

  • Be available to conduct virtual, hybrid, or in-person sessions based on client needs.

  • Dedicate a minimum of 1 hour per client per month for at least 90 days to ensure continuity and progress.

  • Deliver services that are professional, client-centered, and confidential, fostering a safe and trusting environment.

  • Provide clients with actionable resources designed for long-term financial stability and success.

  • Help participants move from financial challenges to greater financial understanding, resilience, and confidence.

Coaching Commitment:

  • Provides at least 1 hour monthly of one-on-one coaching for a minimum of 90 days

  • Offers a client-centered, professional, and confidential approach

  • Focuses on practical strategies to achieve long-term financial goals

Session Feedback Form

Please fill out the following form as detailed as possible.

Answer the next 2 questions only for returning participants.

Did the participant complete their assigned tasks from the previous session?
Yes
No

Feedback from today's coaching session

How was the participant’s engagement level during this session?
Very engaged
Somewhat engaged
Neutral
Disengaged
What was the primary focus of today’s session?
Budgeting
Credit
Wealth Building
Housing Stability
Homeownership
Other
Did you feel the participant understood the information covered today?
Yes, completely
Somewhat
Unsure
No

Thank you for your coaching and for filling out this report.

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