Financial Coaching Volunteer Opportunity with Innovative Changes

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Volunteer financial coaches for Innovative Changes work one-on-one with low/moderate income clients to teach personal financial management skills as well as engage and motivate clients to stay on track toward their goals.

The volunteer financial coach will receive 8 hours of training in financial coaching which will provide the tools and skills needed to guide a client in developing a plan of action to reach their financial goals and achieve financial stability.

Responsibilities:

- Able to commit to 6 months in the program, volunteering at least once per month for an hour.

- Engage with a client related to their personal financial goals involving: reducing debt, improving credit to receive lower interest loans, start saving for emergencies, and build assets.

- Observe, listen and ask questions to understand the client's situation. Use questioning techniques to facilitate the client's own thought processes to identify solutions and actions rather than take a directive approach.

- Maintain unconditional positive regard for the client, and at all times supportive and non-judgmental of the client, their views, lifestyle and aspirations.

- Assist clients in resolving current financial situations while shifting the approach to proactive financial management and stability.

- Evaluate the outcomes of the process, using objective measures to ensure the relationship is successful and the client is achieving their financial goals.

To volunteer, please sign up for our training on Saturday, April 18th from 9am-4pm by going to : http://www.eventbrite.com/e/financial-coach-training-saturday-april-18th-2015-tickets-16185533366?ref=ebtnebregn. The training will be held at the office of Innovative Changes at 2010 Lloyd Center, Portland OR 97232. We will contact you prior to the training. For more information please contact Andrea at andrea@innovativechanges.org or call (503) 249-5205.