Be a Financial Coach! (English & Spanish Speakers Needed)


(37.323856,-122.027336)
 

Cause Areas

When

It's flexible! We'll work with your schedule.

Where

West Valley Community Services10104 Vista DriveCupertino, CA 95014
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About

We are seeking community members with experience in financial coaching, banking, budgeting, or debt management to join a six-month program. As a volunteer coach, you will provide one-on-one coaching for participants. Assist participants in goal setting, budgeting, credit building/rebuilding, debt repayment, savings, utilization for quality financial services, and asset development and monitor participant progress toward financial goals.

We will be holding our first orientation meeting on Thursday, June 14th 1:00pm-3:00pm and second on Tuesday, June 26th 6:00pm-8:00pm. You are required to attend one orientation date in order to participate. In this meeting, our head coach will tell you more about how the program works and train you on the materials you will be using over the next six months. In early July, we will hold a meeting where all of our coaches meet with our clients. This is where the clients learn more about the program and are matched with their coach. The clients will take a financial assessment quiz to give us a baseline for where they are in their financial knowledge and goals. You can then arrange your meeting time with your client monthly for the next six months. This allows for flexibility in scheduling. We are open until 8:00 PM on Tuesdays so many coaches chose to have their appointments then. Our head coach is always available to answer questions if you have financial questions. All of the clients are working with case managers at our agency to work on other life goals.

FAQs

How can I contact the organizer with any questions?

Please contact Trishya Movilla, Client Services Associate, at 408-740-5336 or trishyam@wvcommunityservices.org.

Are there a minimum age requirement to be a coach?

Coaches need to be at least 21 years old and have experience in financial coaching, banking, budgeting, or debt management.

Skills

  • Budgeting
  • Financial Planning
  • Financial Service Assistance
  • Financial Literacy

Good Match For

People 55+

Requirements & Commitment

  • Must be at least 21
  • Orientation or Training
  • Monthly for 2 hours, for 6 consecutive months

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