Group Financial Coaching

About Our Group Financial Coaching

Our Group Financial Coaching Team provides comprehensive educational modules that prepare our clients to manage their businesses and personal finances. The modules provide essential operational and financial knowledge in a dynamic learning environment. Our goal is to empower clients by focusing on interactive skill-building and personal growth. All modules are also offered in Spanish.

Questions? Contact with questions or inquiries.

Our Modules

Click on the following toggles below to learn more about our 5 Group Financial Coaching Modules. 

  • Benefits of opening accounts at financial institutions
  • How to select a bank or credit union depending on personal needs
  • Differences between checking and savings accounts
  • How to select the best account(s) depending on personal needs
  • Specific steps to open an account
  • How to review past spending and set goals to save or pay off debt
  • How to create a budget and track spending
  • How to adjust a budget and achieve financial goals
  • How to to implement strategies to save money
  • How to improve credit score
  • Why good credit is important
  • Breaking down factors that determine credit score
  • How to select the best credit card type depending on personal needs
  • How to correct errors on your credit report
  • Types of debt: good and bad, secured and unsecured, fixed and variable, deductible and nondeductible
  • Debt collection rights
  • How to recognize and protect from illegal debt collection practices
  • How to more effectively repay debt
  • How to access community resources
  • Recognizing and avoiding predatory loans and other harmful financial products, including rent-to-own goods, title loans, check-cashing businesses, and instant income tax returns
  • Find products at trustworthy financial institutions

Our Testimonials

“I had an experience at a bank about a week ago, and I understood what they were talking about because I got my start from here.”

Client - Group Financial Coaching

“Group Financial Coaching has blossomed into one of our most successful service offerings. It teaches tangible skills in knowledge areas that are often overlooked.”

Moonlan Zhang

Our Impact By The Numbers

1 +
People Served
Sessions Completed
Share this content: