Financial Wellness

Our Financial Wellness program is a program that helps individuals and families work towards the security elements of financial wellbeing. The program helps clients get control over the expenses and spending and develop the ability to absorb financial shock.

Our participants are adults who identify as Asset Limited, Income Constrained, Employed (ALICE) and commit to attending at least 6 of the 8 group classes.

The Financial Wellness program is a two-part program consisting of 8 weekly 2-hour group classes followed by 6 months of bi-weekly individual check-ins with a financial wellness coach. The group classes are facilitated by volunteers using the FDIC’s “Money Smart” curriculum. The goal is the group classes is to increase participant’s financial literacy through lessons focused on understanding banking, income and expenses, approaches to saving, understanding credit scores, and managing debt as well as developing a financial wellness plan with goals tied to savings, credit scores, and debt reduction.

Groups and individual coaching are available in English and Spanish.

What volunteer opportunities are available?

• Financial coach
• Financial Wellness Program Group Facilitator

Who can volunteer for this program?

• Adults with experience in financial coaching
• Adults with an ability to learn how to be a financial coach

What traits are you looking for in a volunteer?

This program prioritizes volunteers with backgrounds in financial coaching, finance, and accounting. All adults with the capacity for financial coaching are accepted, and we will help with skills training. For Financial Wellness coaches, we require a background check. We also require that coaches and anyone handling sensitive client information sign a non-disclosure agreement.

When you are working with clients, we ask that you are patient, kind, and that you serve all clients with dignity and respect that is free of bias or discrimination.

Financial Wellness Program Group Facilitator Description

Facilitators will work together lead 8 weekly 2-hour classes using the FDIC’s “Money Smart” curriculum. Facilitators will be responsible for preparing for each weekly class using the Money Smart materials available online, including a facilitator guide, PowerPoint slides, and a “train-the-trainer" video reviewing the materials and activities.

This program prioritizes volunteers with backgrounds in financial coaching, finance, and accounting. All adults with the capacity for financial coaching are accepted, and we will help with skills training. Knowledge of teaching and/or group facilitation best practices will be important for this volunteer position. For Financial Wellness coaches, we require a background check. We also require that coaches and anyone handling sensitive client information sign a non-disclosure agreement.

In addition to committing to facilitating classes, volunteers will also have at least 2 planning sessions with staff before the start of the program.

When you are working with clients, we ask that you are patient, kind, and that you serve all clients with dignity and respect that is free of bias or discrimination.

We believe every United Way community member, donor, volunteer, advocate, and employee has an obligation to embrace diversity, equity, and inclusion and be actively anti-racist in their thoughts, work, and actions. We ask that all volunteers ready and respect our Diversity, Equity, and Inclusion Statement of Principle.