Financial Coaching

Program Overview

The Health Education Council’s Financial Coaching Program, funded by Kaiser Permanente, offers community members free one-to-one financial coaching. Our coaches are trained in financial coaching principles to help people overcome financial barriers and encourage progress toward their financial goals. Coaching is available in person or virtually in English, Spanish, or Farsi.  

What is a financial coach?

A financial coach motivates people to achieve and define their financial goals. Instead of making the decisions for the client, the financial coach focuses on teaching new skills to build confidence and reach financial goals.

We can work with clients on any of the following topics:

  • Avoiding & reducing debt
  • Building & improving credit
  • Creating a spending plan
  • Savings strategies
  • Financial goal setting
  • Banking with trusted institutions
  • And more

Registration form for financial coaching.