Talk to a Coach

What is financial coaching?

Financial coaching is your chance to sit down face-to-face with a coach who can help:

  • Understand your current financial situation
  • Assess your needs and help set goals
  • Give you tools and resources to succeed
  • Monitor and follow up on your progress

Coaches can provide information regarding:

  • Budgeting
  • Saving
  • Credit Cards and Scores
  • Student Loan Types
  • Student Loan Repayment Options
  • Banking Basics
  • Investment Basics
  • Retirement Types and Features
  • Insurance Types and Features
  • Understanding Paychecks and Taxes

Financial coaches are understanding and impartial, and all discussions are confidential.

To request a one-on-one financial coaching session fill out the short request form.

What to Expect

You and your coach will discuss your current financial situation, your goals, and the best strategy for follow up. Bring specific figures or statements to the appointment.

Please note that coaches provide education, information, and strategies only. Students interested in financial planning and investments are encouraged to consult a financial professional.

You Can Do This

This is your chance to start developing the skills you need to succeed with money – now, and long after college.