Evanston/North Shore

Financial Coaching

 

 

The Advancement Project

Are you ready to help someone achieve their financial dreams?

YES?

Become a volunteer financial coach for the YWCA Evanston North Shore’s Advancement Project, a financial coaching program, and work one-on-one with someone to reach their financial goal. The Advancement Project combines financial education, financial coaching, and peer-learning to empower adults to accomplish a specific financial goal of their choosing. Our goal is assist participants in creating a positive financial habit that will lead to improved confidence about managing their money and the ability to plan for their financial future. 

What does a coach do?

After completion of Coaching Essentials, a 6 hour financial coaching training, coaches will be paired with a participant who has completed the YWCA Evanston North Shore’s 6 hour Basic Money Management (BMM) Course. BMM covers budgeting, credit, and financial institutions. Coaches and their partner will meet for seven sessions over the course of four months. Every session will include one hour of coaching and sessions will alternate with one hour of either financial content or peer support. Staff support will be provided at all coaching sessions.

Specifically, as a Financial Coach you will help your partner:

  • identify a financial goal
  • identify obstacles to financial goal achievement and strategies to overcome them
  • provide tools and resources to help them achieve their goals efficiently and effectively

What skills does a coach need?

We are looking for volunteers who have a positive attitude and are empathetic to the financial challenges facing low-to-moderate income adults and motivators. To perform this role successfully a coach must also be dependable, prompt, and flexible. Coaches must be able to maintain privacy and professionalism. You are not expected to be an expert in finance, but rather support and encourage your partner to take the steps needed to achieve their goal.

What is the time commitment?

We ask our Financial Coaches to make a commitment of one coaching cycle; the cycle includes a required 6-hour training, and seven in-person coaching sessions over four months. Coaches are encouraged to communicate with their partner during off weeks.

Attendance at Coaching Essentials and the coaching sessions are required to participate in our Financial Coaching Program.

Program dates

Volunteer Coaching Essentials Training
  • Saturday, September 23, 9:30 to 2:30
Coaching Sessions 6:30 p.m. to 8:30 p.m.
  • Wednesday, September 27  
  • Wednesday, October 11 
  • Wednesday, October 25 
  • Wednesday, November 8 
  • Wednesday November 29 
  • Wednesday, December 13 
  • Wednesday, January 10 
Training and coaching sessions:

YWCA Evanston North Shore
1215 Church Street, Evanston, IL 60201
Room 207

Interested?

Follow this link to complete an application

Questions

Contact Shannon Callahan at scallahan@ywcae-ns.org or at (224) 420-8498.

 

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