Financial Coaching -UW Extension Dane County

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Financial Coaching's model A|4 Model is a client centered approach meant to help a person identify financial goals, strengths, knowledge gaps, and ways to create long-lasting behavior change. A minimum of four sessions is suggested. The focus for these 4 sessions includes defining the client’s short and long term goals, increasing awareness surrounding the goals and desired behavior change, and preparing for self-sustaining behaviors after the coaching relationship comes to an end.

Coaching is meant to support and empower the client to reach self-defined goals. Financial coaching can provide neutral, confidential, non-judgmental accountability and motivation to help people to get where they want to go. Coaching is not direct case management, advising, planning or legal advice. Participants may be referred to other professionals, depending on the situation.

Your name *

How did you hear about this program?

Website/Internet Search

Librarian/Service Provider

Friend/Family

Other:

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What interests you about financial coaching?

Do you need any disability or language accommodations?

Are you able to meet via zoom or phone? Which do you prefer?

Zoom

Phone

Other:

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Current Address: *

What are the days and times you are most available for the calls or zoom meetings?

Preferred email address:

Please provide phone number if you prefer to be contacted by phone.

What basic financial education topics might interest you most?

Budgeting/Spending Plans

Credit Report/Score/History

Saving Strategies

Debt

Retirement/Investment

Other:

1. Please select the option below that best describes your ethnicity.

I identify as Chicano/Chicana/Chicanx, Hispanic, or Latino/Latina/Latinx.

I do not identify as Chicano/Chicana/Chicanx, Hispanic, or Latino/Latina/Latinx.

I prefer not to respond.

1. Please select the option(s) below that best describe your race. Select all that apply.

Alaska Native, American Indian, Indigenous, or Native American

Asian

Black or African American

Native Hawaiian or Other Pacific Islander

White

One or more races that are not listed above

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1. Please select the option below that best describes how you identify.

Female

Male

Non-binary

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1. Please select the option below that best describes your age.

Between 5 and 17 years

Between 18 and 24 years

Between 25 and 44 years

Between 45 and 64 years

Between 65 and 74 years

75 years or older

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What else would be helpful to know about you or your situation related to the Financial Coaching program?

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