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3 people are interested
Financial Coaching Opportunity with Innovative Changes
ORGANIZATION: Innovative Changes
Please visit the new page to apply.
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3 people are interested
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.
If you are interested in volunteering, please attend a Financial Coaching Meet and Greet. Use the links below to register for the April 5th Meet and Greet. Once you've attended a Meet and Greet and have decided you'd like to become a coach, attend our 7-hour volunteer financial coach training.
https://www.eventbrite.com/e/financial-coaching-meet-and-greet-april-5th-tickets-21737059129
For more information please contact Tholanda at tnewborne@innovativechanegs.org or call (503) 249-5205 ext. 1406.
More opportunities with Innovative Changes
No additional volunteer opportunities at this time.
About Innovative Changes
Location:
2010 Lloyd Center, Portland, OR 97232, US
Mission Statement
Established in 2009, Innovative Changes is a non profit organization that exists to help low-income individuals and families, and those who otherwise lack adequate access to capital and/or financial services, manage short-term financial needs in order to achieve and maintain household stability.
Description
Our customer intake and lending process includes "in touch" education that takes the access we provide to personal finance as an opportunity to inform consumer choices at the point of transaction. In addition, we offer tailored one-on-one counseling that addresses the root causes of our clients’ financial challenges, and group workshops that focus on common areas of concern such as basic household budgeting, successful banking, and building, repairing and protecting credit.
CAUSE AREAS
WHEN
WHERE
2027 Lloyd CenterPortland, OR 97232
DATE POSTED
July 28, 2016
SKILLS
- People Skills
- Financial Literacy
- Relationship Building
GOOD FOR
N/A
REQUIREMENTS
N/A