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.

Looking to join a session? Contact for more information.

Our Modules

Click on the rows below to learn more about our 5 GFC Modules. 

  • Understanding the benefits of opening accounts at financial institutions
  • Selecting a bank or credit union based on personal needs
  • Identifying the differences between checking and savings accounts
  • Choosing the best account(s) depending on personal needs
  • Opening an account
  • Reviewing past spending and setting goals to save or pay off debt
  • Creating a budget and track spending
  • Adjusting a budget and achieve financial goals
  • Implementing strategies to save money
  • Improving credit score
  • Understanding why good credit is important
  • Breaking down factors that determine credit score
  • Selecting the best credit card type depending on personal needs
  • Correcting errors on your credit report
  • Learning the types of debt (i.e. good and bad, secured and unsecured, fixed and variable, deductible and nondeductible)
  • Understanding debt collection rights
  • Recognizing and protecting from illegal debt collection practices
  • Repaying debt more effectively
  • Accessing necessary community resources
  • Recognizing and avoiding harmful financial products, including predatory loans, rent-to-own goods, title loans, check-cashing businesses, and instant income tax returns
  • Finding products at trustworthy financial institutions
  • Understand why retirement planning is important and learn how to prioritize financial goals
  • Learn how to save for retirement and how to build wealth for your retirement savings

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
1 +
Sessions Completed
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