Budget Buddy

Save to Favorites

The Living Room is seeking a volunteer who able to assist our participants with financial planning assistance.

This volunteer will assist the participant depending on the participant's needs, volunteers will help to establish financial goals, get financially organized, improve credit, reduce debt, and set up a livable budget. The coach's main role is to provide the impetus and accountability in setting accomplishable goals, as well as providing the resources necessary to reach them.

Volunteers will need to be organized, resourceful, and understanding of clients' various needs and life experiences. While it does help when our volunteers have experience with financial planning and budgeting, we do not deny volunteers for a lack of credentials. It's just as important that our volunteers be empathetic and resourceful in approaching the unique issues that each client will bring in. Our best volunteers are able to deal equally well with numbers, people, and new challenges.

Financial Coaching is a clientdriven process in which individuals and families work to reach personalized goals related to improving their financial wellbeing. Volunteers offer tools and resources, encouragement, and monitoring throughout the process of selfdirected behavior change.

Support individuals and families as they practice new behaviors and skills;

Guide clients through the selfdirected process by engaging in active listening and critical questioning

Partner with clients to assist them to establish beneficial financial habits that will support healthy long-term financial behaviors;

Empower each client to be the expert on his/her specific need(s), goal(s), and choice(s) and to set reasonable goals and timelines;

Respect clients' decisions and goals;

Motivate every client to create an action plan that suits his/her individualized goal(s);

Encourage the clients as they work through each step of reaching their goal(s) by providing accountability and keeping them on track with their action plans.



https://thelivingroomsc.org/volunteer-application/