Financial Coaching – A Step by Step Guide

By Molly C. Herndon

Jerry Buchko will present the final webinar in the 3-day Virtual Learning Event tomorrow at 11 a.m. ET. This 90-minute webinar will focus on the tools and approaches used in financial coaching.

By Mr. Nixter
By Mr. Nixter

This webinar will look at the historical emergence of coaching and consider the place that financial coaching has in the emerging contemporary framework for understanding financial well-being and the development of financial capacity. The distinctions between financial coaching, counseling, and education will be explored. We will then examine the primary role and tasks of the coach and explore the common core elements that underlie various coaching approaches. Finally, we will examine common core coaching techniques, as well as explore how some of these can be usefully incorporated into financial counseling and financial education efforts.

The webinar will be followed by an hour-long Twitter chat. Join us as we discuss the questions outlined here on Twitter at 1 p.m. ET using #MFLNchat. Mr. Buchko will join the chat to address participant’s questions and to delve deeper in to the topic of financial coaching.

Jerry Buchko,  MA, AFC®, is a Counselor, Coach, & Tutor of Personal Finance who is pursuing a private practice serving clients using video conferencing and other online collaboration spaces. Prior to entering private practice, he worked for almost 14 years in the employee assistance field, providing financial counseling to clients from a diverse range of life circumstances and experiences, including military Service Members and their families. Jerry has a B.A. in psychology, an M.A. in counseling psychology, and is an Accredited Financial Counselor (AFC®). He is an active member within the eXtension Military Families Learning Network (MFLN) and Network Literacy Community of Practice. Jerry currently serves as a member of the Board of Directors for the Association for Financial Counseling and Planning Education (AFCPE), and also currently serves as a Practitioner Consultant with the MFLN Personal Finance team.

View the slides and associated resources, as well as connect to the webinar on the event page. Thursday, June 4 at 11 a.m. ET. We look forward to seeing you online!