Prosperity Now’s new “Financial Coaching Program Design Guide: A Participant-Centered Approach” is hot off the press! It’s an incredible guide for organizations interested in creating or refining a financial coaching program and it features great work and wisdom from CEF and other partners across the US! We loved working with the Prosperity Now team to bounce thoughts about what makes a good person-centered financial coaching program, and we learned a ton from fellow advisors as well!
Check out some samples below from CEF’s featured work!