Budgeting and financial planning for goals
Credit management, debt reduction, and student loans
Understanding retirement planning concepts and education about basic investing principles
Financial resilience techniques and strategies for managing financial stress and maintaining financial wellness
Tax planning and understanding tax implications on personal finances
Financial strategies for career transitions and advancement
Financial Coaching at Per Scholas
Financial Partnership: Financial Coaching can provide ongoing support and accountability to help identify and pursue financial goals, help with financial preparedness, and increase financial control over time.
Financial Education: Financial Coaches provide financial literacy resources and content on various financial topics through various mediums, for Learners and Alumni at every money stage. Common topics include: financial evaluation, goal setting, budgeting, identifying financial habits, debt management, savings and investment education.
Financial Empowerment: Financial Coaching aims to help Learners understand how they spend money, provide counsel to make wise financial decisions, and ensure access to non-predatory financial products.
Financial Customization: Tailored money strategies based on individual needs, values, and lifestyle
Financial Connection: Financial Coaches collaborate with Learners to connect them with tools and resources (such as financial planning tools and templates, financial product comparison, and financial support resources).
Financial Wellness Resources
Debt
Debt Payoff Calculator (Snowball)
Debt Payoff Calculator (unbury.me)
Debt Payoff Calculator (PowerPay)
Budgeting & Planning
Budget Template (Google Sheet)
Budget Template (Nerdwallet)
Budget Template (Google Sheet)
Preparing Financially
How to set yourself up for Success
