Evanston/North Shore

Financial Coaching Volunteer Application


Thank you for offering to give your time to help someone achieve their financial goals!

Before completing the application, please review the dates and time of the orientation and the coaching sessions to ensure that they work for your schedule.

Volunteer Coaching Essentials Training

  • Saturday, September 23, 9:30 to 2:30 pm

Coaching Sessions (6:30 to 8:30 pm)

  • Wednesday, September 27 
  • Wednesday, October 11
  • Wednesday, October 25
  • Wednesday, November 8
  • Wednesday November 29
  • Wednesday, December 13
  • Wednesday, January 10  
* required information
Volunteer Financial Coach 
First Name:*
Last Name:*
Address Line 1:*
Address Line 2:
ZIP/Postal Code:*
Cell Phone:
What is the best time to reach you?:
Please answer the following questions:
Why do you want to work with low to moderate income individuals as a financial coach?:*
Describe three characteristics that will make you a good volunteer coach:*
Is there anything that would interfere with your ability to volunteer?:*
Please list two references, with name and phone number:*
Are you able to attend the orientation and all coaching sessions?:* yes

Learn more, get safe, get involved, empower yourself.