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)
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The January 2013 Financial Coaching Newsletter is available for viewing. Articles include: Have an idea for a story, or would you like to contribute to the newsletter? Let us know! Financial Coaching Spotlight: Looking to Your Financial Future – Using Technology to Deliver Just-In-Time Financial Coaching at Tax Time Review You Can Use: Thinking, Fast […]
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Visit the Journal of Financial Therapy’s website for free access to this article. Abstract Financial coaching is emerging as a distinct approach to building personal financial capability. In practice, the term “financial coaching” refers to a wide array of approaches. This article reviews the literature in order to propose a definition of financial coaching as […]
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The September 2012 Financial Coaching Newsletter is available for viewing. Articles include: Update on the Financial Coaching Outcome Measures Project Ask a Financial Coach Reviews You Can Use I: Practicing Positive Psychology Coaching Reviews You Can Use II: Creating Your Best Life – The Ultimate Life List Guide
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The March 2012 Financial Coaching Newsletter is available for viewing. Reviews You Can Use I: Positive Psychology Coaching Ask the Financial Coaching Expert Interview with Karen Murrell (listen to the entire interview here) Financial Coaching Spotlight: Co-opportunity’s My Budget Coach Online Financial Coaching Platform Coaching in Other Contexts: Coaching Research Centers and Journals Reviews You […]
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