Group Financial Coaching

Our Group Financial Coaching (GFC) Team provides comprehensive lessons that prepare our clients to manage both business finances and personal budgets. 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.

Our GFC Team has also created small business workshops targeting financial lessons for business owners. Please refer to our Small Business Workshops page to access this content!

Looking to join a session? Contact for more information.

Our Modules

Click on the rows below to learn more about our 6 GFC Modules. 

“Banking Basics” teaches the fundamentals of personal and business banking. It focuses on the differences between the three types of financial institutions, how to open and manage a bank account, and the differences between checking and savings accounts. 

“Budgeting and Saving” discusses the importance of a financial plan and how to form one for your needs. It explains how to create a budget and set responsible financial goals as well as specific resources and strategies to budget and save money. 

The “Building Credit” module teaches the basics of credit, the different types of credit, the benefits of having good credit, and how to establish credit. It explains how a credit score is calculated, how a credit report is made, and what they are used for. The module also covers the different factors that make up a credit score and how to use them to improve your credit. 

“Dealing with Debt” focuses on the different types of debt and their consequences. The module teaches strategies and explains resources to deal with debt in many forms. It provides guidance on how to more effectively repay debts and avoid illegal debt collection practices. 

“Predatory Lending” explains the different types of predatory lenders and why their practices are dangerous. It demonstrates ways to recognize predatory lenders and what alternatives are available. 

The “Retirement Planning” module is a comprehensive step by step module that covers how to prioritize financial goals and conduct personalized net worth assessments. It delves into saving strategies for retirement and discusses IRAs in depth. It also explores investing options like retirement vehicles and investment portfolios. Finally, the module gives six suggestions on how to build wealth and plan wisely for the future. 

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
Former CEO - HMFI

Our Impact By The Numbers

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People Served
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Sessions Completed
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