Volunteer Financial Coach - Bucks County

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Clarifi (formerly CCCS of Delaware Valley)

  • 20 people are interested
Coach

Do you have a spirit for helping people? When you volunteer as a coach with Clarifi, you will make a real impact in your community and motivate individuals to achieve financial stability.

Our clients come from all walks of life and are looking to do big things: improve their credit, reduce crippling debt, save for an emergency, purchase their first home or start a business. They’re looking to meet the goals that shape their lives.And they need your support.

Volunteer as a Financial Coach with Clarifi Boot Camp

We are excited to announce our upcoming boot camp in partnership with Habitat for Humanity of Bucks County to provide the coaching program to their Almost Home participants! Started in 2014, Clarifi Boot Camp is our dynamic program that combines, coaching, counseling and education to help people meet their unique goals with money. After attending workshops and working with Clarifi’s certified counselors, clients work with volunteer financial coaches over a six-month period. Coaches engage and motivate clients and act as a sounding board for support. Best yet, no financial experience is necessary!

Volunteer financial coaches will receive comprehensive training beforehand to learn about the tools and skills needed to guide a client in developing and following an action plan to reach their goals and achieve financial stability. Volunteers should have a desire to learn coaching concepts and an ability to remain positive and culturally sensitive.

Your Responsibilities as a Financial Coach

  • Commit to 6 months in the program, volunteering a minimum of 1 hour each month (March - Aug 2020).
  • Work with client relating to their personal financial goals involving debt, credit and savings.
  • Maintain unconditional positive regard for the client, and at all times be supportive and non-judgmental of the client, their views, lifestyle and aspirations.
  • Evaluate and report outcomes of the process, using prescribed reporting procedures to ensure the relationship is successful and to help identify best practices.
  • Attend 3 mandatory events:
    • Volunteer Training - Clarifi staff trains volunteers to perform as coaches. (February 2020)
    • Program Launch - At this event, coaches are introduced to their partner clients and spend time completing activities and getting to know one another. Launch will take place in Bristol, PA in March 2020
    • Client Graduation Ceremony - Clients who successfully complete the six month program are honored to celebrate their journey with family, friends, and their coaches.

See our work in action and watch our Boot Camp video: https://www.youtube.com/watch?v=BXaCzff6Kug

How to Apply

Interested Volunteers should apply at www.clarifi.org/about/do-well-doing-good

For additional information contact the Coaching Program Team at volunteer@clarifi.org or call 215-320-1484.

1 More opportunity with Clarifi (formerly CCCS of Delaware Valley)

About Clarifi (formerly CCCS of Delaware Valley)

Location:

1635 Market Street, Suite 510, Philadelphia, PA 19103, US

Mission Statement

We create hope by helping people identify and secure the most important assets in their lives.

Description

Welcome to Clarifi, the non-profit community resource devoted to your Lifelong Financial Literacy. For over 50 years, we've helped people just like you identify the most important assets in their lives.

Starting in1966, as Consumer Credit Counseling Service of Delaware Valley (CCCS), our organization has its roots in helping people who are struggling with debt. We clarify what can be a complex and confusing situation and customize an action plan that can begin right then and there.

This may include a debt management plan that helps people to get out of debt. Or an intervention with their mortgage company to stop a potential foreclosure and get the payments back on track. It starts with an immediate reaction to the individual problem, followed by a long-term transformation to Lifelong Financial Literacy.

Our history is a springboard for higher aspirations. We have evolved our mission and expanded our services to provide pro-active learning programs that empower people to make smarter decisions about money throughout their lives.

People look to Clarifi for any number of empowering, proactive financial literacy programs:

  • Counseling before a home is purchased also known as Pre-Purchase counseling. .
  • Women find a like-minded community of support in a series of specifically designed programs we call Financially Hers.
  • Families can learn financial discipline from sticking to a household budget to planning for the high cost of higher education.
Community
Education & Literacy

WHEN

We'll work with your schedule.

WHERE

225 Walnut StreetBristol, PA 19007

(40.09783,-74.85439)
 

SKILLS

  • Mentoring
  • Financial Literacy
  • Financial Planning
  • Budgeting
  • Life Coaching

GOOD FOR

N/A

REQUIREMENTS

  • Must be at least 21
  • Orientation or Training
  • Flexible

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