One-on-One Financial Coaching

Meeting financial goals can be challenging and even more so when done on your own. With individualized support low-to-moderate income adults are more likely to adopt the skills needed to manage their finances and meet their self-identified goals.  The Financial Coaching program of the CT Money School provides volunteer financial coaches across the state who are ready to help you meet your financial goals free of charge. CMS Financial Coaches foster the process of behavior change by providing support in the development of concrete action plans, accountability toward meeting the objectives in the plan, and additional coaching along the way.  One-on-one financial coaching is a three month virtual engagement however, participants may continue for another 3 months if they choose.

Statewide residents come to us with challenges impacting their financial well being, such as:

  • Poor Budgeting Skills
  • Inability to Save
  • Overwhelming Debt
  • Poor Credit History
  • Major Life Changes
  • Loss of Job/Reduction in Income
  • Finding a better way to pay for college and reduce future debt

Through our partnerships in the community CMS Financial Coaches can connect participants to additional programs and services such as: benefits access, free tax preparation, and homeownership counseling, etc.

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How To Get Involved As A Program Participant:

In order for us to have a better understanding of your financial needs we have formulated a few initial intakes for you to fill out. Additionally, a client agreement must be filled out in order to partake in the program. Once each electronic form is filled out please contact us with the information on the bottom of the page.

Participant Agreement: https://goo.gl/forms/jUftvWAf2VryvYSt2

Participant Intake Form: https://goo.gl/forms/zGAMba4c71JPq81x2

Participant Needs Assessment: https://goo.gl/forms/883ZkTKay69pp2cw1

 

How To Get Involved As A Volunteer Financial Coach:

For our future volunteers, please fill out the respected forms below by using the links. Once completed please contact us with information at the bottom of the page. 

Volunteer Application: https://goo.gl/forms/6OuEjtJFqle8Pb1Q2

Financial Coaching Agreement: https://goo.gl/forms/rePjoZ1jzmW3KzMQ2

 

For more information on our activities or how to get involved, please contact Amanda Onochie CNP, CMS/YMS Program Manager, aonochie@cahs.org or (860) 951-2212 ext. 268.

 

 

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