• 3 people are interested
 

Financial Coaching Opportunity with Innovative Changes

Save to Favorites

ORGANIZATION: Innovative Changes

  • 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

Education & Literacy
Women
Education & Literacy, Women

WHEN

We'll work with your schedule.

WHERE

2027 Lloyd CenterPortland, OR 97232

(45.53166,-122.65462)
 

SKILLS

  • People Skills
  • Financial Literacy
  • Relationship Building

GOOD FOR

N/A

REQUIREMENTS

N/A

Report this opportunity

We're sorry, this opportunity is no longer active.

Please find other opportunities.

Find Opportunities