The following document was developed as a short list of ‘best practices’ derived from the literature on coaching psychology and insights offered by coaching practitioners.
- Financial Coaching Best Practices (pdf)
- Sample Financial Coach’s Log (see best practice #9)
We welcome your feedback on this document (email fincoaching@mail.sohe.wisc.edu) and will add more resources to this page over time. The best practices are written for a broad range of programs and should apply to both volunteer and paid coaches.
